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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 > Like Pushing a Rope
View:
Post by energee on Mar 31, 2022 12:42pm

Like Pushing a Rope

Page 3 from MD&A
“The sharp rise in global oil prices and regional natural gas prices throughout 2021 and into 2022 from lows in 2020 is making it more challenging to close M&A transactions.”
 
From News Release dated March 31, 2022
"In the nearer-term, Valeura intends to leverage its strong financial position toward growing by way of mergers and acquisitions ("M&A"). The collective international experience of the Company's management and board defines a broad focus area, including jurisdictions with
significant deal flow and expected relatively low competition for assets. Valeura is actively pursuing several M&A opportunities, targeting near-term production and cash flow, plus follow-on investment opportunities to enable mid-term growth. The company remains in discussion on several opportunities and will disclose further details in due course as appropriate. The company remains squarely focussed on only executing transactions that will generate material value for shareholders."
 
From Page 4 of Investor Presentation
"Cash in Q1 2022 ~C$0.59/share"

Hard to do a deal when your currency is undervalued stock. A reverse takeover makes more sense and hopefully this management group is left on the curb.
Comment by whothe on Mar 31, 2022 12:58pm
I too hope they are left at the curb,  What a bunch of useless t.its.  Talk about stating the obvious.  Sell at the low buy at the high and reward yourselves year after year with high salaries and bonuses while your stockholders are left to flounder. Good work if you can get it.
Comment by Welldone777 on Mar 31, 2022 1:02pm
again some financials and quarter results which give us a clear message .... they are good in burning the cash they got from selling the asset at the most ugly timing ... while they get salaries of 1.4 mil. USD p.a. !! WE NEED A CHANGE !! what a mess here... "Valeura's Q2 2021 cash position at $42.6-million (U.S.)" / "Valeura's Q3 2021 cash position at $41.7-million (U.S ...more  
Comment by Fairshare on Mar 31, 2022 1:19pm
General and administrative expenses: 5,116 million USD !!! 6 full time in Calgary and 2 in Turkey
Comment by AndyPap on Mar 31, 2022 3:19pm
The sale of the property at the low price environment raises serious questions, especially when you consider that the parties they sold to are prior business associates.
Comment by AndyPap on Mar 31, 2022 2:02pm
I don't think anyone is surprised that it is more challenging doing an accretive merger at high oil prices. What is surprising is that incompetent Sean Guest remains the CEO of Valeura.
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