Update shared on15 Aug 2025
Fair value Decreased 5.40%Valeura Energy’s consensus price target has been revised downward, primarily reflecting a significant rise in its future P/E ratio which suggests lower expected earnings growth or higher valuation risk, resulting in a new fair value estimate of CA$12.45.
What's in the News
- Valeura Energy entered into a farm-in agreement with PTTEP, acquiring a 40% interest in Blocks G1/65 and G3/65 in the offshore Gulf of Thailand, aiming for both near-term development and longer-term growth through infrastructure-led exploration and gas developments.
- Maintained full-year 2025 production guidance at 23.0–25.5 mbbls/d, despite the second quarter being the lowest production quarter with stronger rates expected in the second half.
- Reported Q2 2025 working interest production of 21.4 mbbls/d, down 10.2% sequentially due to planned downtime and natural declines, consistent with company plans.
- Successfully completed an eight-well drilling campaign at Licence B5/27, with development wells exceeding expectations, maintaining production rates, and identifying new exploration opportunities. Drilling rig mobilized for a new 10-well programme at the Nong Yao field.
Valuation Changes
Summary of Valuation Changes for Valeura Energy
- The Consensus Analyst Price Target has fallen from CA$13.16 to CA$12.45.
- The Future P/E for Valeura Energy has significantly risen from 83.92x to 109.28x.
- The Discount Rate for Valeura Energy remained effectively unchanged, at 6.14%.
Disclaimer
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