Added to YB: 2025-04-10
Pitch date: 2025-04-08
VLE.TO [bullish]
Valeura Energy Inc.
+24.02%
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 539.6M
Pitch Price
CAD 6.37
Price Target
10.70 (+36%)
Dividend
N/A
EV/EBITDA
0.92
P/E
2.26
EV/Sales
0.59
Sector
Oil, Gas and Consumable Fuels
Category
value
Extremely cheap FCF machine trading below 0.5x P / NAV and 1.0x EV / EBITDA - Valeura Energy
VLE.TO: 2nd largest Thai oil producer. 1.0x '25 EBITDA, $230M net cash. $400M NOL unlocked. 30%/37% FCF yield ('25/'26) at $66 Brent. 80% mkt cap in cash by YE26. 65-150% upside. 24.25k bpd, $65.9 realized price. No taxes till '27. C13.6 NAV. 20% FCF yield = C10.7 PT (65% upside).
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