Comment by
Hannamuk on Jan 24, 2023 2:23pm
November numbers (oil fraction, license 100%) Nongyao 8682 bbls/day Jasmin 9127 bbls/day Manora 4324 bbls/day
Comment by
Chincy1 on Jan 24, 2023 2:27pm
Thanks for sharing Hannamuck - that is good info.
Comment by
Chincy1 on Jan 24, 2023 2:32pm
Average since Aug 31 looks to be higher; Nongyao 8991 bbls/day Jasmin 9991 bbls/day Manora 4370 bbls/day 23,352 bbls/day average for last 4 months
Comment by
Hannamuk on Jan 24, 2023 2:36pm
True, and then we have to multiply by Mubadala/Valeura license share!
Comment by
Bigpond on Jan 24, 2023 3:08pm
Someone seems super determined to keep bringing the stock down and playing with very small lot sizes
Comment by
Hannamuk on Feb 13, 2023 11:02am
Nongyao 8520 bbls/day Jasmin 8585 bbls/day Manora 4642 bbls/day On 100% field basis
Comment by
Hannamuk on Feb 13, 2023 11:13am
17074 bbls pr day to Vle from Mubadala assets in December!
Comment by
BERationale on Feb 13, 2023 12:42pm
Re: Manora "In particular, two infill development wells drilled in Q4 2022 have encountered oil and planning is currently underway to bring these wells online which the Company anticipates will be additive to production rates."
Comment by
SMlachake on Feb 14, 2023 12:28am
The company has been very clear as to the current production rates of the acquired assets 21,000bpd by their numbers. Any other alternative figures are hearsay, there are many here who even said the deal could not be real. Just a few more weeks and it's closed, complete with production numbers and hopefully reserves updates. But will the bashing stop? Your guess is as good as mine.
Comment by
Hannamuk on Feb 14, 2023 9:26am
Mubadala investing in infills to boost, Valeura will refund their share
Comment by
BERationale on Feb 14, 2023 10:48am
They were drilled "in Q4" - clearly pre announcement as there was a boost in production in December at Manora. Don't expect any drilling post announcement.
Comment by
Hannamuk on Mar 01, 2023 3:35am
January numbers expected early March
Comment by
Hannamuk on Jan 24, 2023 3:45pm
Valeura refers to same source of info in January presentation, they use October number: 21200 bbls/day net to SPV means 21200 x .875= 18550 bbls/day net to Valeura. Net to Valeura for November give 17472 bbls/day
Comment by
goldwatch69 on Jan 24, 2023 6:06pm
It's 87.5% of 51% of gross revenue with tax losses applied. 3000 bpd x ,51 x .875 is about 1340 bpd to VLE Roughly US$37.50 or CA$50 net per bbl to VLE at US$85 per bbl 20,000 bpd is about CA$1 million a day net to VLE 25,000 bpd, about CA$1.25 million a day Net annual cash flow will be CA$3.50 to CA$4 a share ... a penny a day or more per share
Comment by
Hannamuk on Jan 25, 2023 1:47am
Expect December production numbers to be released early February !
Comment by
Hannamuk on Feb 13, 2023 10:55am
December numbers out for Mubadala oil assets
Comment by
Hannamuk on Feb 17, 2024 11:19am
Still interesting to compare fields!