Added to YB: 2024-12-04
Pitch date: 2024-12-03
VLE.TO [bullish]
Valeura Energy Inc.
+25.24%
current return
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
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 539.6M
Pitch Price
CAD 6.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.92
P/E
2.26
EV/Sales
0.59
Sector
Oil, Gas and Consumable Fuels
Category
value
VLE.TO: Free Cash Flow Machine with Operational Excellence and Buybacks
VLE.TO: Oil co w/ 4 Gulf of Thailand assets. $480M cap, $324M EV. $152M TTM FCF, 26.4 mbbl/d prod. Guided $200M FCF next yr (<2x FCF). EV ±0 end of '25. 38M 2P reserves. Accretive acqs: Jamine 13x FID vols, Wassana 4.7M to 13M reserves. Opex $15/bbl vs $27/bbl YTD. Mgmt buybacks. Risks: oil price, execution.
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