Professional
Added to YB: 2025-01-02
Pitch date: 2024-12-27
VLE.TO [bullish]
Valeura Energy Inc.
+19.55%
current return
Author Info
Macro Ops provides high signal investment research for serious investors. Visit the website.
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 6.60
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
Long Pull Report: The Psychology of Hot/Cold Streaks and Valeura Energy (VLE.TO)
VLE.TO: $500M Canadian oil producer in Thailand. $156M cash, no debt, $400M tax losses. 19% insider ownership, 6.5% NCIB. 137% YoY outperformance. Management grew from $30M to $500M. At $70/bbl, $175M pre-tax profit. Half EV in net cash flow 2024. Catalysts: acquisition, increased buyback, dividend, oil prices. Trifecta: outperformance, cheap valuation, potential oil recovery.
Read full article (2 min)