Vital Energy Inc (VTLE)

[littlejohn]

VTLE share price is about equal to operating

cash flow per share if you use

the 4th quarter, 2022 numbers

that were at lower sale prices...

https://investor.vitalenergy.com/static-files/29ef5b4a-0804-4fc4-b738-7373a687cf09

If VTLE didn't do any Capex then

that operating revenue would be

more like net profit...of course that

won't happen...

But there should be an extra frac crew

getting released now that isn't forcast

to be used for rest of 2023 that reduces

budgets in quarters not used...

Just me, but I'm believing that those

crews might get called back in by

August or September if oil price moves

up like possible...LNG prices are mostly

headed up as well...

Current share price is now about 12%

lower or about $6/share lower than

around $48/share that was used for

the 01/01/23 deal done due for final

closing in April,2023...

https://finance.yahoo.com/news/vital-energy-announces-midland-basin-220800231.html

Now that has been a surprise...

Share price has stayed at a deal

for longer than most short drops...

1st,quarter, 2023 results will be the

first year with mostly pure results,

without bad hits from hedges, since

I started watching the company, and

should be refreshing to see...

So we watch...LJ