Added to YB: 2026-02-16
Pitch date: 2026-02-12
SEI.V [bullish]
Sintana Energy Inc.
+19.1%
current return
Author Info
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Company Info
Sintana Energy Inc. engages in the crude oil and natural gas exploration and development business. It holds various interests in five onshore and offshore petroleum exploration licenses in Namibia, as well as in Magdalena Basin, Colombia.
Market Cap
CAD 238.7M
Pitch Price
CAD 0.45
Price Target
2.20 (+315%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-12.43
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
N/A
Sintana Energy Inc. - $SEI.V
SEI.V: Levered exposure to Namibia's Orange Basin & Uruguay conjugate margin with minimal capital at risk. 4.9% carried interest in PEL 83 (Mopane, 10B bbl) valued at $398M vs $165M market cap. Total's $3.25B acquisition values Sintana stake at $588M-$735M post-development (2031-32 first oil). Added Uruguay exposure via Challenger merger: Chevron partnership in OFF-1 ($35M carry), 100% OFF-3. Multiple 2026 wells. Risk: exploration execution, dilution, development delays.
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