Added to YB: 2025-08-13
Pitch date: 2025-08-10
NSE.V [neutral]
New Stratus Energy Inc.
-8%
current return
Author Info
The Pale Blue Dot is an ex-investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Sign up for the newsletter.
Company Info
New Stratus Energy Inc. engages in the acquisition, exploration, and development of oil and gas properties in Mexico, Ecuador, Colombia, and Canada.
Market Cap
CAD 67.1M
Pitch Price
CAD 0.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-10.21
P/E
-3.81
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
growth
Various Position Updates - New Stratus Energy Inc.
NSE.V (holding update): Developing Sascha oil field (Ecuador's largest) with Sinopec; 20yr concession with 40% share; PDP NPV $2.4B vs $600M cost. At C$0.50/share, pro forma EV ~C$900M for 25k boe/d stake, yielding C$563M EBITDA (1.6x multiple). Re-rating to 2-3x = multi-bagger; also has Brazil farm-in upside.
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