Added to YB: 2026-05-13
Pitch date: 2026-05-11
NSE.V [neutral]
New Stratus Energy Inc.
-2.7%
current return
Author Info
The Pale Blue Dot is an ex-investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Sign up for the newsletter.
Company Info
New Stratus Energy Inc. engages in the acquisition, exploration, and development of oil and gas properties in Mexico, Ecuador, Colombia, and Canada.
Market Cap
CAD 92.7M
Pitch Price
CAD 0.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
-10.67
P/E
-6.15
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Updates On Select Portfolio Holdings - New Stratus Energy Inc.
NSE.V (holding update): Colombia-Venezuela focused oil & gas play. Definitive Colombia agreement expected by end of May. Negotiating 100% working interest in Vencupet JV w/ PDVSA + additional Venezuela production sharing agreements. CEO is Venezuelan w/ deep regional experience. Catalysts: Iran war boosts South American oil strategic importance, Colombia election likely shifts to market-friendly policies, Brent >$100/bbl. At ~$71M mcap, significant PSAs could generate multiples of current valuation in cash flow.
Read full article (2 min)