FRONTERA ENERGY CORP FEC.

April 04, 2022 - 3:34pm EST by

member

						2022	2023
Price:		11.37		EPS		0	0
Shares Out. (in M):		95		P/E		0	0
Market Cap (in $M):		1,077		P/FCF		0	0
Net Debt (in $M):		153		EBIT		634	719
TEV (in $M):		1,230		TEV/EBIT		1x	0.7x

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#	AUTHOR DATE SUBJECT
12	member 7/06/24 12:17PM Re: Re: Re: Re: Re: Re: Any update on this one? 11
The valuation compression in energy assets definitely means we will get less value than initially contemplated. That said, I would think that with the E&P operations getting through the heavier infrastructure spend and production ramping... login to read the rest view available tags
11	member 7/06/24 8:55AM Re: Re: Re: Re: Re: Any update on this one? 10
It was a disappointing conversation. It seems from the outside that they are having trouble finding a partner to develop Guyana and that this is causing conflict with the government. I would not be surprised... login to read the rest view available tags
10	member 7/04/24 2:55PM Re: Re: Re: Re: Any update on this one? 9
Nha855, Thanks fo rquick response. The questions I have for them revolve around focus going forward, specifically can they get back to just being an E&P without these infrastructure businesses, wild exploration speculation in Guyana, etc. ... login to read the rest view available tags
9	member 7/04/24 2:35PM Re: Re: Re: Any update on this one? 8
Well, this is a very frustrating investment. A few thoughts: 1) Mgmt is very difficult to get ahold of at present. I am not sure why, but I suspect that they would prefer not to have... login to read the rest view available tags
8	member 7/04/24 2:18PM Re: Re: Any update on this one? 7
Nha855, I have been buying FEC which is not easy given no liquidity and I am wondering what your thoughts are on valuation of the infrastructure assets. The ODL asset has zero synergies with Puerto Bahia... login to read the rest view available tags
7	member 3/12/24 10:33AM Re: Any update on this one? 6
Yes there should be some kind of resolution here over the next year or two. That said, everything has taken much longer than I expected. view available tags
5	member 10/14/22 7:36PM Re: Senior Unsecured 4
I bought some recently so maybe we are missing the same thing 2 view available tags
3	member 4/05/22 9:45PM Was just about to write this up
Honestly am really shocked by how cheap this thing is - one thing to note is that the company has indicated that they are ready to buy back 10% of the float this year. 1 view available tags
2	member 4/05/22 10:56AM Re: Questions 1
1) The lower crude price is just an illustration showing how inexpensive the stock is even at much lower prices. You can use whatever price you prefer 2) My hope is that Guyana is JV'd with... login to read the rest 1 view available tags

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