Added to YB: 2025-05-27
Pitch date: 2025-05-25
FEC.TO [bullish]
Frontera Energy Corporation
+0.34%
current return
Author Info
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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 322.4M
Pitch Price
CAD 5.87
Price Target
12.00 (+109%)
Dividend
4.36%
Sector
Oil, Gas and Consumable Fuels
Category
value
Frontera Energy - 20% position now
FEC.TO: Colombian oil co trading at deep discount to asset value. Catalyst/Gramercy control 75% of shares. Sum-of-parts: 35% ODL pipeline ($100M EBITDA), E&P ops worth ~$600M+$50M synergies, $200M cash, Puerto Bahía port ($35M EBITDA). Guyana exploration failure but solid FCF. C$12 tender offer (25% return) signals value unlock coming.
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