Professional
Added to YB: 2026-02-04
Pitch date: 2026-01-27
VLE.TO [neutral]
Valeura Energy Inc.
+9.47%
current return
Author Info
No bio for this author
Company Info
Valeura Energy Inc., together with its subsidiaries, engages in the exploration, development, and production of petroleum and natural gas in Thailand and in Turkey.
Market Cap
CAD 785.9M
Pitch Price
CAD 9.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.67
P/E
3.28
EV/Sales
0.98
Sector
Oil, Gas and Consumable Fuels
Category
value
Focus Capital Management Portfolio Holding: Valeura Energy Inc.
VLE.TO (holding update): Canadian oil co in Gulf of Thailand generating $90-$100M annually despite oil dropping to $60/bbl. New $120M Wassana platform adds 8M barrels 2P reserves, 40% IRR. 8.7x acreage expansion via PTTEP farm-in for $18.4M. Turkey gas JV w/ no cash outflow. Profitable at mid-$40s oil, no debt.
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