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Posted by
Two Blokes May 22, 2025 -
Filed in
Stock
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11 views
Valeura Energy is deeply undervalued, trading at a steep discount to NPV and with a huge margin of safety due to strong cash reserves. Management has unlocked hidden value by extending field life, increasing reserves, and executing capital-efficient infill drilling, driving sustainable cash flow to 2040s. Risks are mainly oil price volatility and capital allocation; no debt and low breakeven costs provide resilience, while future M&A must be monitored closely.
