Added to YB: 2026-02-11
Pitch date: 2025-11-19
FECCF [bullish]
Frontera Energy Corporation
+53.75%
current return
Author Info
No bio for this author
Company Info
Frontera Energy Corporation engages in the exploration, development, production, transportation, storage, and sale of oil and natural gas in South America.
Market Cap
CAD 516.7M
Pitch Price
CAD 6.58
Price Target
11.00 (+9%)
Dividend
2.44%
EV/EBITDA
2.26
P/E
-1.51
EV/Sales
0.83
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Frontera Energy Corporation - $FECCF
FECCF (new position): Frontera splitting into E&P (~$660M at 2.2x EBITDA) & infrastructure (~$540M for ODL pipeline stake + Puerto Bahia port). Catalyst Capital (45% owner) seeking exit via consolidation. E&P producing 40K BOE, $300M EBITDA at $65 Brent, $140M FCF. Infrastructure: $62M annual pipeline dividends, port EBITDA growing to $25-30M by 2026. Implies ~$11/share equity value vs current trading. Separation catalyst + M&A potential.
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