Vaalco Energy (NYSE: EGY ) is an oil producer that operates in offshore Africa as well as onshore Egypt and Canada. The unusual production mix has caused the market to overlook this debt free producer that also yields 6.7%.I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate proper ...

Unlocking Material Growth and Value Through Operational Excellence Significant Organic Catalysts for Re-Rating Capital Markets Day – 14 May 2025 Disclaimer Forward-Looking Statements Safe Harbor This presentation of Vaalco Energy, Inc. ("Vaalco") includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934, as amended, which are intended to be covered by the safe harbors created ...

纪要涉及的行业或者公司 行业为石油行业，公司为Valkyrie Energy旗下的VAALCO 纪要提到的核心观点和论据 - **公司发展成果显著**：2024年公司产量近25,000桶/日，EBITDAX超3亿美元，证实储量增至4500万桶SEC 1P，2P工作权益接近1亿桶[2] - **战略清晰且执行有效**：战略是降低投资组合风险、实现多元化、增加并稳定现金流、为股东创造自由现金流并持续投资组合；2021 - 2025年通过一系列举措，如收购、项目开发、股息计划和股票回购等，实现了产量五倍增长和储量十倍增长[6][18] - **各地区资产潜力大** - **加蓬**：是重要生产基地，目前日产约1.5万桶，即将开展的第三阶段开发活动预计目标为1000万桶2P储量，增量初始产量可达1.6万桶油当量/日；伊博里油田通过化学方法处理含硫原油，有望解锁400万桶额外储量[40][47] - **科特迪瓦**：具有巨大增长潜力，通过收购进入该国，目前正在翻新FPSO；即将开展的第五阶段钻井计划目标储量3300万桶，产量峰值约2.7万桶/日；卡西波发现拥有9亿桶的潜在资源，计划在2030年实现一期首油[55][62] - **埃及**：是强大的生产基地，通过低成本钻井计划和完井活动持续提高产量，目前日产量约1.1万桶；正在优化运营、应用新技术提高效率，并寻找新的勘探机会[65] - **赤道几内亚**：持有P区块，拥有金星和欧罗巴两个发现；金星油田计划在2028年底实现首油，预计产量2万桶/日，最终可采储量达2700万桶[71][74] - **加拿大**：在艾伯塔省的卡迪姆地层拥有生产基地，采用新的完井技术，日产约2800桶油当量，有48口长水平井的钻探库存[75] - **财务状况良好**：截至2024年底，公司现金超8400万美元，资产负债表强劲；通过内部现金流和现有信贷安排，可支持未来项目开发；在适度的大宗商品价格下，未来四年内可通过自由现金流向股东返还公司市值；股息率超7%，处于行业领先水平[118][109][123] - **项目执行能力强**：多个项目正在进行中，如科特迪瓦的FPSO翻新、第五阶段钻井项目，加蓬的第三阶段钻井活动等；公司拥有专业的团队和丰富的经验，能够按时、高效地执行项目[79][82][87][89] - **应对风险能力强**：通过生产分成合同（PSC）保护投资和利润，在低油价环境下可回收成本并获得回报；拥有储备贷款设施，确保在资本支出承诺时的资金需求；能够根据市场情况调整资本支出，降低风险[115][155][156] 其他重要但是可能被忽略的内容 - **技术创新**：在伊博里油田采用新的低成本化学方法处理含硫原油；在埃及通过改进井设计和应用新技术提高生产效率；在加拿大采用新的完井技术开发卡迪姆地层[46][67][75] - **ESG举措**：将ESG融入项目设计，通过集群发电机组、安装锁定装置等方式减少排放；更新HSCC手册，设定环境、健康和安全标准；加强安全观察系统，提高安全绩效[102][103][105] - **收购标准**：寻找近期或棕地生产机会，能够充分利用公司专业知识；进入一个国家后，寻找扩大业务范围的机会；注重项目的增值潜力和投资回报率[141] - **套期保值策略**：过去采取机会主义和战术性套期保值，保护价格底线；2025年下半年将转向更具计划性的套期保值计划，以满足储备贷款协议要求并保护股东利益[125][129]

VAALCO Energy (EGY) , a U.S.-based independent exploration and production firm, has outlined its plans related to oil and gas development at Côte d’Ivoire and Gabon in Africa. During its first-quarter 2025 earnings release, the company mentioned multiple plans for oil and gas developments, including drilling activities at Block CI-40 in Côte d’Ivoire and an extensive drilling campaign in Gabon.EGY’s plans in Côte d’Ivoire involve the refurbishment of the floating production storage and offloading vessel (FP ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________ FORM 10-Q ______________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number 1-32167 ______________________ VAALCO Energy, Inc. ( ...

VAALCO Energy (EGY) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Chris Delange - Investor RelationsGeorge Maxwell - Chief Executive Officer and DirectorJeffrey Robertson - Managing DirectorStephane Foucaud - Founding PartnerChris Wheaton - Managing DirectorRonald Bain - Chief Financial Officer Operator Good morning, and welcome to VAALCO Energy's First Quarter twenty twenty five Conference Call. All participants will be in listen only mode. After today's presentation, there will be an ...

VAALCO Energy (EGY) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Chris Delange - Investor RelationsGeorge Maxwell - Chief Executive Officer and DirectorJeffrey Robertson - Managing DirectorStephane Foucaud - Founding PartnerChris Wheaton - Managing DirectorRonald Bain - Chief Financial Officer Operator Good morning, and welcome to VAALCO Energy's First Quarter twenty twenty five Conference Call. All participants will be in listen only mode. After today's presentation, there will be an ...

VAALCO Energy (EGY) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Speaker0 Good morning, and welcome to VAALCO Energy's First Quarter twenty twenty five Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. To one question and one follow-up. Please note this event is being recorded. I would now like to turn the conference over to Chris DeLange, Investor Relations Coordinator. Please go ahead. Speaker1 Thank you, operator. W ...

Q1 2025 Supplemental Information Profitably and Sustainably Growing Value May 2025 Q1 2025 Supplemental Information: Profitably and Sustainably Growing Value May 2025 Safe Harbor Statement Forward Looking Statements This presentation of Vaalco Energy, Inc. ("Vaalco") includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934, as amended, which are intended to be covered by the ...

Exhibit 99.1 VAALCO ENERGY, INC. ANNOUNCES FIRST QUARTER 2025 RESULTS HOUSTON – May 8, 2025 - VAALCO Energy, Inc. (NYSE: EGY, LSE: EGY) ("Vaalco" or the "Company") today reported operational and financial results for the first quarter of 2025. First Quarter 2025 Highlights and Recent Key Items: George Maxwell, Vaalco's Chief Executive Officer commented, "We delivered another successful quarter, once again meeting or exceeding our guidance. Sales for the first quarter were toward the high end of guidance and ...