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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 Carbonbullon Apr 03, 2024 8:55am
339 Views
Post# 35967192

Decison Time

Decison Time I have reached my short term price target , fighting the urge to take profit as it somehow seems that the market is starting to understand that reserve replacement is almost a given at reasonable cost.
Will have to take it day by day over the next time period if oil holds these levels the terminal value of this company is north of 2 billion dollars IMHO(assuming reserve replacement thesis). 

Risks to upside 
1) Bad acquisition
2) organic reserve replacement doesnt pan out
3) Oil price retreats
4) Remediation proves to be more challenging then model

Good luck to all never return without risk due diligence is always best done by yourself


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