Added to YB: 2026-01-21
Pitch date: 2026-01-19
VLE.TO [neutral]
Valeura Energy Inc.
+31.16%
current return
Author Info
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 785.9M
Pitch Price
CAD 8.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.67
P/E
3.28
EV/Sales
0.98
Sector
Oil, Gas and Consumable Fuels
Category
value
AlmostMongolian Annual Review+Portfolio Update - Valeura Energy Inc.
VLE.TO (holding update): Strong execution w/ production up, tax restructuring complete, gas project progressing, Wassana redevelopment started, Thai NOC JV on favorable terms. Net cash US$305M vs US$643M mkt cap. Cheap E&P w/ good mgmt but lacks multibagger potential at current valuation vs earlier 90% lower prices.
Read full article (2 min)