Letters by company

Valeura Energy Inc.

1 letter discussing VLERF. Everything written about it on this site is on its ticker page.

Fairlight Capital Fairlight Alpha Fund LP Q1 2025 Letter Fairlight Alpha Fund attributes its first-quarter outperformance to Monument Mining and Serabi Gold, arguing that higher gold prices, improved grades and rising cash flow create a margin of safety. It is re-screening for tariff-resilient regional businesses while monitoring Valeura Energy’s Thai assets, tax losses, buyback and debt-free balance sheet. Q1 2025 ALLOG $22MMMTMF $207MSLYG $1.4B