Vaalco Energy (EGY) offers compelling value at current levels, trading at a low 2.55x EV/EBITDA and $20K per flowing barrel. EGY's near-term upside is driven by resumed drilling in Gabon, seismic activity in Cote d'Ivoire, and exploration progress in Equatorial Guinea. Risks include dependence on Gabon drilling success, oil price volatility, and a high dividend payout ratio nearing 91%.
Vermilion, VAALCO and Genel Energy have been highlighted in this Industry Outlook article.
VET, EGY and GEGYY stand out with focused strategies and improving fundamentals amid a bearish Zacks Oil and Gas - International E&P industry backdrop.
Vaalco Energy expects FPSO repairs to conclude by January 31. Drilling rig delays in Gabon push up to $100 million in expenses into 2026. Successful sulfur removal from high-sulfur wells has lifted total production above projections.
VAALCO Energy, Inc. (EGY) Discusses Capital Program Adjustments and Production Outlook Across Asset Portfolio Transcript
VAALCO Energy reported its lowest production due to the Gabon shut-in and the FPSO repairs. EGY borrowed $60 million to cover upfront expenses. Production increases in Egypt occurred because of efficiency gains.
VAALCO Energy, Inc. ( EGY ) Q3 2025 Earnings Call November 11, 2025 10:00 AM EST Company Participants Al Petrie George Maxwell - CEO & Director Ronald Bain - Chief Financial Officer Conference Call Participants Stephane Guy Foucaud - Auctus Advisors LLP, Research Division Jeffrey Robertson - Water Tower Research LLC Christopher Wheaton - Stifel, Nicolaus & Company, Incorporated, Research Division Charlie Sharp - Canaccord Genuity Corp., Research Division William Dezellem - Tieton Capital Management, LLC James Wilen - Wilen Investment Management Corp. Presentation Operator Good morning, everyone, and welcome to the VAALCO Energy's Third Quarter 2025 Conference Call. [Operator Instructions] Please also note today's event is being recorded.
Vaalco Energy (EGY) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $0.08 per share a year ago.
Ethic Inc. boosted its position in Vaalco Energy Inc (NYSE: EGY) by 107.1% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 93,653 shares of the energy company's stock after buying an additional 48,441 shares during the period.
Vaalco Energy (EGY) is poised for significant production growth. EGY's production ramp-up begins in Q4. Fiscal year 2026 should see significant production growth from the return of the FPSO production and accompanying drilling campaigns.
VAALCO Energy's production dip is temporary. The market is pricing in risk as if production won't recover. Despite lower output, VAALCO maintains a high-yield dividend.
VAALCO Energy is targeting to more than double production by 2027, leveraging recent M&A and late-stage projects in Africa. 2025 is a transitional year with weaker financials due to heavy CAPEX, but a strong balance sheet and low valuation offer significant upside. Jurisdictional risks in Africa are substantial, yet the company's growth potential and acquisition appeal make it a high-risk, high-reward play.