Added to YB: 2025-01-22
Pitch date: 2025-01-20
VLE.TO [bullish]
Valeura Energy Inc.
-2.84%
current return
Author Info
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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 549.9M
Pitch Price
CAD 8.10
Price Target
16.22 (+106%)
Dividend
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
Valeura Energy (VLE.TO) - Thesis Update
VLE.TO: Thailand's 2nd largest crude oil producer. 42% production growth since 2023. 28% FCFF margin. 2025E: 12% YoY production growth, $347M EBITDA, $172M FCFF. Undervalued at 0.9x EV/EBITDA, 1.8x EV/FCF vs peers 3.9x. DCF shows 196% upside to $16.22. February reserves update could boost stock.
Read full article (17 min)