Equity Capital Markets and Advisory Business, Auctus Advisors

Auctus Advisors

Auctus Advisors is a specialist Equity Capital Markets and Advisory business with a focus in the Energy Sector.

The partners have complementary skill sets, with decades of experience across Equity Capital Markets, Investment Banking and the Energy industry. We have worked at Société Générale, Canaccord Capital, BMO Capital Markets and Schlumberger. Most recently we have worked together for many years at GMP FirstEnergy. 

Auctus has been set up at the beginning of a new decade in which we see significant opportunities in the Energy space.  Globally, demand for energy is at record levels and continues to grow. Conversely, investment in traditional energy sources has been severely constrained. We believe this imbalance creates opportunities for both companies and investors. 

Auctus provides Corporate Broking, Equity Research and Investment Banking services.

Equity Capital Markets and Advisory Business

Auctus Advisors is a specialist Equity Capital Markets and Advisory business with a focus in the Energy Sector. The partners have complementary skill sets, with decades of experience across Equity Capital Markets, Investment Banking and the Energy industry. We have worked at Société Générale, Canaccord Capital, BMO Capital Markets and Schlumberger. Most recently we have worked together for many years at GMP FirstEnergy. Auctus has been set up at the beginning of a new decade in which we see significant opportunities in the Energy space. Globally, demand for energy is at record levels and continues to grow. Conversely, investment in traditional energy sources has been severely constrained. We believe this imbalance creates opportunities for both companies and investors. Auctus provides Corporate Broking, Equity Research and Investment Banking services.

Equity Bottom-Up

<ul>
<li>1Q26 production averaged 22.3 mbbl/d, broadly in line with our 23 mbbl/d forecast.</li>
<li>Liftings occurred only in January and March, resulting in inventories rising from ~0.62 mmbbl at YE25 to ~1.23 mmbbl as of 31 March 2026.</li>
<li>This timing effect limited reported revenue to US$93.3 mm in 1Q26, but we expect a significant revenue uplift in 2Q26 as inventories unwind.</li>
</ul>


1Q26 production averaged 22.3 mbbl/d, broadly in line with our 23 mbbl/d forecast.
Liftings occurred only in January and March, resulting in inventories rising from ~0.62 mmbbl at YE25 to ~1.23 mmbbl as of 31 March 2026.
This timing effect limited reported revenue to US$93.3 mm in 1Q26, but we expect a significant revenue uplift in 2Q26 as inventories unwind.


Valeura Energy (TSX: VLE): Expect very material cashflow in 2Q26

Valeura Energy Inc

Valeura Energy (TSX: VLE): Expect very material cashflow in 2Q26