Valeura Energy Inc. (VLE) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi, everyone. Thanks for joining for this Valora Energy webcast. Today we're discussing the news we released earlier today, our Q2 2025 results, as well as commentary on the recent FarmIn announcement. My name is Robin Martin, Vice President, Investor Relations and Communications. Joining me on this call are Sean Guest, our CEO, Yaseen Ben Mariam, our CFO, and Greg Kalowski, our COO. We're recording the event today, August 7th, 2025, and we'll make a replay available through our YouTube channel and website later today. Running order for the event, we're going to start with prepared remarks by Sean, Greg and Yaseen, followed by a Q&A session. For that portion, I'll guide us through. Options for asking a question are you can press the raise button in Teams, which will indicate to me that you'd like to ask a live question, in which case I'll make your microphone available. You can press the Q&A button to type a question to us or you can email us using IR at ValoraEnergy.com. So with that, Sean, go ahead and unmute your microphone and I'll hand over to you. Thanks, Robin. If you could just step forward a couple of slides, just past the disclaimer slide, let people review that at their leisure to the first slide we've got. Yeah, thanks very much. And thanks for everyone joining us here today. Last month, late July, I was actually up in Bangkok for about 10 days straight on some business. And as I kind of reflected back on that, I was thinking, you know, the reason for that trip and a lot of the business is doing at that time was really more related to the longer term future of Valora in Thailand. Now, I know a lot of the time when we're talking to you, we're very much focused and remain so on the cash flow, on the near term value add. But really all of that trip I was up ...