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Yet Another Value Podcast

Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)

Apr 2, 2025
Mordechai Yavneh, the head of Focus Capital Advisors, dives into what he calls the greatest acquisition of all time involving Valeura Energy. He discusses how Valeura snagged Gulf of Thailand oil assets at a bargain, generating impressive monthly cash flow. The conversation explores the unique geology and long-term economics of these reserves and why the market hasn’t fully recognized their value. Mordechai also sheds light on future high-conviction deals, decommissioning liabilities, and the variance between reported reserves and economic life.
01:01:25

Podcast summary created with Snipd AI

Quick takeaways

  • Valeura Energy's acquisition of Gulf of Thailand assets exemplifies a strategic buy at minimal cost, transforming cash flow dynamics effectively.
  • The unique geological advantages of the Gulf of Thailand ensure long-term production sustainability, offering investors a low-risk oil production environment.

Deep dives

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