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Valeura Energy Inc T.VLE

Alternate Symbol(s):  VLERF

Valeura Energy Inc. is an upstream oil and gas company engaged in the production, development, and exploration of petroleum and natural gas in the Gulf of Thailand and the Thrace Basin of Turkiye. The Company holds an operating working interest in four shallow water offshore licenses in the Gulf of Thailand, which include G10/48 (Wassana field), B5/27 (Jasmine and Ban Yen fields), G1/48 (Manora field) and G11/48 (Nong Yao field). It holds a 100% operating interest in license B5/27 containing the producing Jasmine and Ban Yen oil fields. It holds an operated 70% working interest in license G1/48 containing the Manora oil field, which produces approximately 2,935 barrels per day (bbls/d) of medium-weight sweet crude oil. The Company holds interests ranging from 63% through 100% in various leases and licenses in the Thrace basin. The Company also operates Floating Storage and Offloading (FSO) vessel Aurora, location at Nong Yao field, offshore Gulf of Thailand.


TSX:VLE - Post by User

Post by drunk@noonon Feb 21, 2024 11:03am
225 Views
Post# 35890903

Cap ex and production work out to 43 per B0.

Cap ex and production work out to 43 per B0.At current brent price---no one knows where price is going--but using 83 you are talking 40 dollars US. netback before taxes.
Not sure about cash taxes but take off 1/3.  That leaves you with 26.8 per BO. Convert to CDN gives you $36 Cnd.  Use 21000 bopd, and you are talking 276 annualized aftertax and after cap ex cashflow. Knock off 26 mill for SGA and you are talking 250 million free taxflow flowing through the door. Short term asset I know, and what are we talking 200 million abandonment expense. But with half a million pouring through the door over the next 20 months alone with likely 4 years of inventory left at that point, Assuming only 20% production replacement---you would still have 1 Billion of cashflow rolling through the door before the money train stops.
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