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Bullboard - Stock Discussion Forum 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... see more

TSX:VLE - Post Discussion

Valeura Energy Inc > Is Tenaz the Dancing Partner ?
View:
Post by nozzpack on Dec 30, 2021 7:06am

Is Tenaz the Dancing Partner ?

Just recapitalized, rolled back and seeking international  acquire and exploit opportunities in areas that include those of Valeura .
We have the cash that they must raise....


" It is my pleasure to write to you in our first quarterly report following the transformation of Altura Energy into Tenaz Energy. Tenaz was formed to deliver returns for shareholders through an acquisitions-oriented strategy focused on international assets.


Our vision is to build a leading intermediate-size E&P (exploration and production) by targeting high-quality assets in overseas markets to support a balanced growth-and-income capital markets model. 

"In pursuit of opportunities, we have outlined a geographic scope for evaluation that includes Europe, MENA (Middle East and North Africa) and South America.

We recognize that this is a substantial remit, but we prefer to have a wide set of assets to choose from as we search for the highest returns for shareholders.

Once we have made cornerstone acquisitions in one or two of these regions, we will pursue follow-on acquisitions and asset development to create meaningful scale.

Using the international experience of both our founding Tenaz team members and the existing Altura team, we intend to weigh the risk and rewards of each opportunity in search of free cash flow and high rates of return.

In our view, the lowest risk assets for returns to shareholders will be from fields that are already producing, and this will be the primary focus of our acquisition efforts.

"In addition to pursuing our international acquire-and-exploit strategy, Tenaz has inherited a high-quality semi-conventional development project in the Leduc-Woodbend area of Alberta, Canada. This project targets the Rex zone within the Mannville formation and has current production of approximately 1,100 boe per day

Comment by nozzpack on Dec 30, 2021 10:15am
Tenaz is the perfect partner for VLE and its shareholders. We have $54 million in cash which at the current Tenaz price gets us 18 million shares. This is about 1 Tenaz for every 4.5 Vle share  or about $0.75 per share in CAD. We might still have the Deeps looking for JV partner, so that's no problem as we can then afford to wait . Indeed, whenever it happens, it would be a very nice ...more  
Comment by Hannamuk on Dec 30, 2021 10:20am
Let the boys find something much better!
Comment by nozzpack on Dec 30, 2021 11:46am
They have been looking for many months and have yet to find a suitable acquisition. Tenaz has superb fundamentals, an outstanding management team, is operationally cash flow positive and seeking its acquisitions in an extended area largely overlapping with Valeura. We get a quick double just by merging , and can then ride Tenaz upwards plus perhaps the spin out of Thrace Deeps. As we now stand, ...more  
Comment by firstworld on Dec 30, 2021 12:02pm
A supermajor is needed to handle the deeps. Playing around with pathetic penny companies won't do anything except payout huge bonuses and severance packages. Unfortunately Turkish people are changing back to coal and wood because can't afford the gas.
Comment by nozzpack on Dec 30, 2021 2:30pm
I don't disagree with you on that point, but we will benefit from the Deeps when it happens whether we are as we are now or owning 40% of Tenaz. What we don't want is dragging out the acquisition process any longer than we have to, only to find that no one wants the Deeps. This will wither away our cash by $1.5 million per quarter while we sit at $0.43 or less for months more . It does ...more  
Comment by AndyPap on Dec 30, 2021 3:18pm
nozzpack, 1. Agree with the concept you present. 2. The catch is this: From a Merger only one Management Team survives. The Valeura team wants to be the surviving team. 3. The problem with the Valeura team surviving a merger is that if other oilmen do not think highly of Sean and company they will not give up their assets to a team that they do not respect. 4. If Sean was well respected in the ...more  
Comment by nozzpack on Dec 30, 2021 4:12pm
Thank you. What shareholders don't know is that VLE is shorted and has been for several years . Canada is a banana republic, the only country in the world that allows naked shorting while ignoring the daily wash trading which with naked shorting that can keep a share price penned in regardless of fundamentals . Check the short record . It kept us penned in at 25 cents in late fall 2020,until ...more  
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