[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LWS Financial Research [@lwsresearch](/creator/twitter/lwsresearch) on x 4527 followers Created: 2025-07-25 10:52:20 UTC 🌊 Valeura Energy $VLE Enters Strategic Farm-In with PTTEP in Offshore Thailand 📅 July 25, 2025 – Singapore 📰 Source: Valeura Energy Inc. 🔍 Summary Valeura Energy (TSX:VLE) has signed a farm-in agreement with PTT Exploration and Production (PTTEP), acquiring a XX% interest in Blocks G1/65 and G3/65 in the offshore Gulf of Thailand. PTTEP remains operator with a XX% stake. ⸻ 🤝 Strategic Highlights •Massive Acreage Expansion: Valeura’s Thai holdings grow from XXXXX km² to XXXXXX km². •High-Impact Location: Blocks are adjacent to major gas fields (e.g., Bongkot, Benchamas) and Valeura’s oil-producing assets. •15 Existing Discoveries: Supported by XX wells with proven oil & gas pay. •Infrastructure-Led Upside: Focus on fast-track development using nearby infrastructure. •Immediate Activity: 2025 drilling campaign completed; new 3D seismic acquisition planned. •Low Entry Cost: Valeura pays US$14.7M in back costs, plus up to $3.7M for additional seismic work. ⸻ 🧠CEO Perspective – Dr. Sean Guest •Partnership with PTTEP provides local expertise and a robust operational record. •The assets offer both near-term tie-back potential and longer-term exploration upside. •Thailand’s pro-energy policy environment supports value creation through domestic development. ⸻ 📑 Fiscal & Contractual Terms •Governed by Production Sharing Contracts (PSCs): •10% royalty to Thai government •50% cost recovery limit •Remaining profit split 50/50 between government and contractors •20% corporate tax on contractor net profit •Exploration Period: X years (ends May 2029) + optional 3-year extension •Minimum: X wells + XXX km² 3D seismic •Production licenses: XX years + 10-year extension ⸻ 🛢️ Block G1/65 (8,487 km²) •Located near Jasmine/Ban Yen fields and large PTTEP-operated gas fields •8 discoveries, XX wells with oil/gas pay 🎯 Two Key Focus Areas: 1.Jarmjuree South: •Liquids-rich, structurally de-risked •3 appraisal wells drilled in 2025; gas encountered •Development planning expected post-closing 2.Maratee-Bussaba: •Oil-prone trend with combined structural/stratigraphic traps •3D seismic planned to refine drill targets ⸻ 🛢️ Block G3/65 (11,647 km²) •Near Nong Yao field (90% Valeura) and Bongkot gas field •7 discoveries, XX wells with oil/gas pay 🎯 Two Key Focus Areas: 1.Nong Yao North-East: •Oil fairway between Nong Yao and Ubon fields •3D seismic in 2025 to define next tie-back opportunity 2.Bussabong-Angun: •Gas-rich zone west of Bongkot •Recent well confirmed gas pay •Strong candidate for first gas reserves for Valeura in Thailand ⸻ 📆 Upcoming Milestones •Q2 2025 financial results on August 7, 2025, with a webinar to follow covering financials and strategic updates (including this farm-in). ⸻ ✅ Conclusion: Valeura’s farm-in significantly expands its Thai footprint, adds short-term tie-back development potential, introduces gas exposure, and deepens collaboration with Thailand’s leading operator. It aligns with the company’s strategy to grow both organically and through strategic acquisitions, especially in infrastructure-led, low-cost settings.  XXXXX engagements  **Related Topics** [blocks](/topic/blocks) [vle](/topic/vle) [$pttepbk](/topic/$pttepbk) [ptt](/topic/ptt) [singapore](/topic/singapore) [thailand](/topic/thailand) [$vle](/topic/$vle) [coins energy](/topic/coins-energy) [Post Link](https://x.com/lwsresearch/status/1948697820954812906)
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LWS Financial Research @lwsresearch on x 4527 followers
Created: 2025-07-25 10:52:20 UTC
🌊 Valeura Energy $VLE Enters Strategic Farm-In with PTTEP in Offshore Thailand
📅 July 25, 2025 – Singapore 📰 Source: Valeura Energy Inc.
🔍 Summary
Valeura Energy (TSX:VLE) has signed a farm-in agreement with PTT Exploration and Production (PTTEP), acquiring a XX% interest in Blocks G1/65 and G3/65 in the offshore Gulf of Thailand. PTTEP remains operator with a XX% stake.
⸻
🤝 Strategic Highlights •Massive Acreage Expansion: Valeura’s Thai holdings grow from XXXXX km² to XXXXXX km². •High-Impact Location: Blocks are adjacent to major gas fields (e.g., Bongkot, Benchamas) and Valeura’s oil-producing assets. •15 Existing Discoveries: Supported by XX wells with proven oil & gas pay. •Infrastructure-Led Upside: Focus on fast-track development using nearby infrastructure. •Immediate Activity: 2025 drilling campaign completed; new 3D seismic acquisition planned. •Low Entry Cost: Valeura pays US$14.7M in back costs, plus up to $3.7M for additional seismic work.
⸻
🧠CEO Perspective – Dr. Sean Guest •Partnership with PTTEP provides local expertise and a robust operational record. •The assets offer both near-term tie-back potential and longer-term exploration upside. •Thailand’s pro-energy policy environment supports value creation through domestic development.
⸻
📑 Fiscal & Contractual Terms •Governed by Production Sharing Contracts (PSCs): •10% royalty to Thai government •50% cost recovery limit •Remaining profit split 50/50 between government and contractors •20% corporate tax on contractor net profit •Exploration Period: X years (ends May 2029) + optional 3-year extension •Minimum: X wells + XXX km² 3D seismic •Production licenses: XX years + 10-year extension
⸻
🛢️ Block G1/65 (8,487 km²) •Located near Jasmine/Ban Yen fields and large PTTEP-operated gas fields •8 discoveries, XX wells with oil/gas pay
🎯 Two Key Focus Areas: 1.Jarmjuree South: •Liquids-rich, structurally de-risked •3 appraisal wells drilled in 2025; gas encountered •Development planning expected post-closing 2.Maratee-Bussaba: •Oil-prone trend with combined structural/stratigraphic traps •3D seismic planned to refine drill targets
⸻
🛢️ Block G3/65 (11,647 km²) •Near Nong Yao field (90% Valeura) and Bongkot gas field •7 discoveries, XX wells with oil/gas pay
🎯 Two Key Focus Areas: 1.Nong Yao North-East: •Oil fairway between Nong Yao and Ubon fields •3D seismic in 2025 to define next tie-back opportunity 2.Bussabong-Angun: •Gas-rich zone west of Bongkot •Recent well confirmed gas pay •Strong candidate for first gas reserves for Valeura in Thailand
⸻
📆 Upcoming Milestones •Q2 2025 financial results on August 7, 2025, with a webinar to follow covering financials and strategic updates (including this farm-in).
⸻
✅ Conclusion: Valeura’s farm-in significantly expands its Thai footprint, adds short-term tie-back development potential, introduces gas exposure, and deepens collaboration with Thailand’s leading operator. It aligns with the company’s strategy to grow both organically and through strategic acquisitions, especially in infrastructure-led, low-cost settings.
XXXXX engagements
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