olivLaw · US equity research
VAALCO Energy, Inc. EGY
Crude Petroleum & Natural Gas · SIC 1311 · Vertical: Crude Petroleum & Natural Gas (SIC 1311)
VAALCO Energy is an independent energy company headquartered in Houston that produces crude oil and natural gas from African assets, mainly in Gabon and Egypt. In 2026 it completed its exit from Canadian operations and is growing production in Côte d'Ivoire, where Baobab drilling has restarted, so its operational progress in the coming period is relevant to investors.
At the close of 04 Nov 2026, VAALCO Energy, Inc. (EGY) stock was 5.40 USD (−3.74% on the day), with market capitalisation 568.0 m USD, dividend yield 4.63%, beta 0.58, 52-week range 3.37–6.67 USD. Latest reported quarter (Q2 2026): revenue of 135.2 m USD (+39.5% YoY), net income of 42.4 m USD (+406.5% YoY), diluted EPS 0.39 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 32.8
- weak (30–45)
- Bollinger (20, 2)
- 5.58 – 6.74
- below the lower band · %B -0.16 · band width 18.8%
- SMA 50 / 200
- 6.04 / 5.66
- mixed trend
- MACD (12, 26, 9)
- -0.03 / 0.07
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −6.7% | −1.1% | −5.6 pp | — |
| 3 months | +4.9% | −0.5% | +5.3 pp | — |
| 6 months | −10.6% | +4.4% | −15.0 pp | — |
| Year to date | +48.4% | +12.3% | +36.0 pp | — |
| 1 year | +42.5% | +13.5% | +28.9 pp | +19.9% |
| 3 years | +20.5% | +76.4% | −55.9 pp | +8.7% |
| 5 years | +28.3% | +63.7% | −35.4 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 140.3 m | 121.7 m | 110.3 m | 96.9 m | 61.0 m | 91.0 m | 62.6 m | 135.2 m |
| Operating income | 44.1 m | 38.5 m | 26.2 m | 17.2 m | 898.0 k | -64.9 m | -16.1 m | 43.6 m |
| Depreciation & amortisation | 47.0 m | 37.0 m | 30.3 m | 28.3 m | 20.6 m | 30.8 m | 18.2 m | 34.3 m |
| Pre-tax income | 43.6 m | 28.9 m | 23.8 m | 15.4 m | -2.5 m | -63.3 m | -89.4 m | 59.2 m |
| Income tax | 32.6 m | 17.2 m | 16.1 m | 7.0 m | -3.6 m | -4.6 m | 4.3 m | 16.8 m |
| Net income | 11.0 m | 11.7 m | 7.7 m | 8.4 m | 1.1 m | -58.6 m | -93.8 m | 42.4 m |
| Diluted EPS | 0.10 | 0.11 ≈ | 0.07 | 0.08 | 0.01 | -0.56 ≈ | -0.90 | 0.39 |
| Operating cash flow | 47.8 m ≈ | 44.5 m | 32.7 m | 18.3 m ≈ | 16.4 m ≈ | 145.2 m | -39.2 m | 73.7 m ≈ |
| Dividends paid | 6.6 m ≈ | 6.6 m | 6.6 m | 6.6 m ≈ | 6.7 m ≈ | 6.7 m | 6.7 m | 6.7 m ≈ |
| Share repurchases | 1.0 k ≈ | -1.0 k | 155.0 k | 554.0 k ≈ | 0 ≈ | 0 | 0 | 2.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 104.9 m | 84.5 m | 67.2 m | 199.1 m | 354.3 m | 455.1 m | 479.0 m | 359.3 m |
| Revenue YoY | +36.2% | −19.5% | −20.5% | +196.3% | +78.0% | +28.4% | +5.3% | −25.0% |
| Net income | 98.2 m | 2.6 m | -48.2 m | 81.8 m | 51.9 m | 60.4 m | 58.5 m | -41.4 m |
| Net income YoY | +917.8% | −97.4% | −1,979.9% | unavailable | −36.6% | +16.3% | −3.1% | −170.8% |
| Diluted EPS | 1.62 | 0.04 | -0.83 | 1.37 | 0.73 | 0.56 | 0.56 | -0.40 |
| Diluted EPS YoY | +912.5% | −97.5% | −2,175.0% | unavailable | −46.7% | −23.3% | 0.0% | −171.4% |
| net % | 93.6% | 3.0% | -71.7% | 41.1% | 14.6% | 13.3% | 12.2% | -11.5% |
| Free cash flow | 23.0 m | 16.1 m | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
Loading…
Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 58.9 m USD
- Financial debt
- 60.0 m USD
- Net debt
- 1.1 m USD
- Equity
- 443.5 m USD
- Total assets
- 913.4 m USD
- Debt / equity
- 0.14x
- Current ratio
- 0.69x
- ROE
- -8.8%
- ROA
- -4.4%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 67.2 m | 199.1 m | 354.3 m | 455.1 m | 479.0 m | 359.3 m | SEC (XBRL)· 16 Mar 2026verified |
| Operating income | -27.3 m | 79.1 m | 171.3 m | 158.7 m | 136.5 m | -20.6 m | SEC (XBRL)· 16 Mar 2026verified |
| Depreciation & amortisation | 9.4 m | 21.1 m | 48.1 m | 115.3 m | 143.0 m | 110.0 m | SEC (XBRL)· 16 Mar 2026verified |
| EBITDA | -17.9 m ≈ | 100.2 m ≈ | 219.4 m ≈ | 274.0 m ≈ | 279.5 m ≈ | 89.4 m ≈ | SEC (XBRL)· 16 Mar 2026derived |
| Pre-tax income | -20.4 m | 59.8 m | 123.3 m | 150.1 m | 139.8 m | -26.6 m | SEC (XBRL)· 16 Mar 2026verified |
| Income tax | 27.7 m | -22.2 m | 71.4 m | 89.8 m | 81.3 m | 14.8 m | SEC (XBRL)· 16 Mar 2026verified |
| Net income | -48.2 m | 81.8 m | 51.9 m | 60.4 m | 58.5 m | -41.4 m | SEC (XBRL)· 16 Mar 2026verified |
| Diluted EPS | -0.83 | 1.37 | 0.73 | 0.56 | 0.56 | -0.40 | SEC (XBRL)· 16 Mar 2026verified |
| Weighted average diluted shares | 57.6 m | 58.8 m | 70.0 m | 106.6 m | 103.7 m | 104.1 m | SEC (XBRL)· 16 Mar 2026verified |
| Dividend per share | — | — | — | 0.25 | 0.25 | 0.25 | SEC (XBRL)· 16 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 47.9 m | 48.7 m | 37.2 m | 121.0 m | 82.7 m | 58.9 m | SEC (XBRL)· 16 Mar 2026verified |
| Receivables | — | 22.5 m | 52.1 m | 44.9 m | 94.8 m | 39.9 m | SEC (XBRL)· 16 Mar 2026verified |
| Current assets | 64.0 m | 88.3 m | 200.1 m | 228.1 m | 237.9 m | 133.0 m | SEC (XBRL)· 16 Mar 2026verified |
| Property, plant & equipment, net | 37.0 m | 94.3 m | 495.3 m | 459.8 m | 538.1 m | 586.1 m | SEC (XBRL)· 16 Mar 2026verified |
| Total assets | 141.2 m | 263.1 m | 855.6 m | 823.2 m | 955.0 m | 913.4 m | SEC (XBRL)· 16 Mar 2026verified |
| Accounts payable | 16.7 m | 18.8 m | 59.9 m | — | — | — | SEC (XBRL)· 06 Apr 2023verified |
| Long-term debt | — | 0 | 0 | 0 | 0 | 60.0 m | SEC (XBRL)· 16 Mar 2026verified |
| Current liabilities | 52.6 m | 84.3 m | 162.1 m | 127.5 m | 181.7 m | 192.0 m | SEC (XBRL)· 16 Mar 2026verified |
| Total liabilities | 79.8 m | 118.8 m | 389.5 m | 344.4 m | 453.4 m | 469.9 m | SEC (XBRL)· 16 Mar 2026verified |
| Equity | 61.5 m † | 144.3 m † | 466.1 m † | 478.8 m † | 501.6 m † | 443.5 m † | SEC (XBRL)· 16 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 27.5 m | 50.1 m | 128.8 m | 223.6 m | 113.7 m | 212.7 m | SEC (XBRL)· 16 Mar 2026verified |
| Investing cash flow | -24.3 m | -39.1 m | -123.2 m | -97.2 m | -102.1 m | -255.9 m | SEC (XBRL)· 16 Mar 2026verified |
| Financing cash flow | -929.0 k | -57.0 k | -18.0 m | -56.8 m | -43.0 m | 12.4 m | SEC (XBRL)· 16 Mar 2026verified |
| Dividends paid | 0 | 0 | 9.4 m | 26.8 m | 26.2 m | 26.5 m | SEC (XBRL)· 16 Mar 2026verified |
| Share repurchases | 992.0 k | 1.4 m | 3.8 m | 23.6 m | 6.8 m | 709.0 k | SEC (XBRL)· 16 Mar 2026verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- score weight coverage: 56.2% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 568.0 m USD
Key indicators
Coverage and freshness
Score by group
56% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 0.92 – 4.42 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · the input exists, but its latest figure is far older than the latest reported period: not used
- Peers: EV/EBITDA0.92 – 2.28 (Mid 1.65)12 companies used · median multiple 4.8x · quartiles 3.6x – 5.7xAPA, DEC, EOG, EQT, EXE, FANG, MNR, MTDR, OVV, PARR, REPX, TALO
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)3.29 – 4.42 (Mid 3.77)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 56.2% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | -6.0% | 22 (vs peers) | 19% |
| Net margin · Quality | -31.1% | 18 (vs peers) | 11% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 0.5% | 4 (on a fixed band) | 15% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | 2.2x | 7 (vs peers) | 19% |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 0.4x | 0 (on a fixed band) | 7% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | 10.6x | 0 (vs peers) | 19% |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | 5.1% | 72 (on a fixed band) | 11% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet5/100 · 2/3 factors with a value
- Growth· partial4/100 · 1/2 factors with a value
- Quality20/100 · 2/3 factors with a value
- Returns· partial72/100 · 1/2 factors with a value
- Valuation· partial0/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
VAALCO ENERGY INC /DE/ (EGY). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 359.3 m USD in 2025; YoY growth -25.0%; net margin -31.1%; ROE -24.4%; net debt/EBITDA 2.2x.
The estimated value range is 2.10–3.35 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 2.71 USD, the price of 5.40 USD leaves a potential of -49.8% (value / price − 1) and a margin of safety of -99.2% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 56.2% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Shareholder yield (distributions): 5.1%
What contradicts it
- ROIC: -6.0%
- Net margin: -31.1%
- Revenue CAGR 3Y: 0.5%
- Net debt / EBITDA: 2.2x
- Current ratio: 0.4x
- EV/EBITDA: 10.6x
- The price is above the estimated value range
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): FCF conversion, EPS CAGR 3Y, Interest coverage, P/E (TTM), FCF yield, Payout ratio (FCF).
Versus the vertical median
Crude Petroleum & Natural Gas (SIC 1311) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| TTETotalEnergies SE | 199.6 bn | 15.7 | 11.3% | 6.5% | −6.2% | +38% / +33% |
| PBRPetrobras - Petroleo Brasileiro SA | 145.9 bn | 33.8 | 10.9% | 8.2% | −10.7% | +56% / +28% |
| EOGEog Resources, Inc. | 77.1 bn | 11.4 | 22.5% | 25.4% | −4.5% | +36% / +19% |
| OXYOccidental Petroleum Corporation | 57.3 bn | 8.6 | 18.9% | 33.7% | −1.9% | +37% / −3% |
| FANGDiamondback Energy, Inc. | 51.1 bn | 25.0 | 5.3% | 11.0% | +35.8% | +20% / +18% |
| DVNDevon Energy Corp | 48.5 bn | 10.5 | 11.5% | 16.7% | +7.8% | +19% / −2% |
| EQTEqt Corporation | 32.9 bn | 12.5 | 10.9% | 28.4% | +63.9% | −14% / +31% |
| EXEExpand Energy Corporation | 20.2 bn | 7.6 | 14.6% | 19.8% | +186.3% | −28% / +9% |
| PRPermian Resources Corporation | 18.8 bn | 14.9 | 11.5% | 21.5% | +1.3% | +55% / +71% |
| OVVOvintiv Inc. | 16.8 bn | 12.7 | 12.1% | 12.8% | −2.7% | +53% / +41% |
| APAApa Corporation | 15.6 bn | 9.4 | 25.9% | — | unavailable | +78% / +24% |
| MTDRMatador Resources Company | 6.2 bn | 8.6 | 12.8% | 19.9% | +5.5% | +19% / −13% |
| CRCCalifornia Resources Corp | 4.3 bn | — | -15.5% | -18.1% | +14.7% | +1% / −6% |
| PARRPar Pacific Holdings, Inc. | 3.5 bn | 3.6 | 50.9% | 9.8% | −6.4% | +53% / +103% |
| TALOTalos Energy Inc. | 2.6 bn | — | -18.1% | -18.4% | −9.8% | +36% / +12% |
| NOGNorthern Oil And Gas, Inc. | 2.4 bn | — | -22.1% | -25.4% | +11.2% | −1% / −40% |
| MNRMach Natural Resources LP | 1.7 bn | 19.1 | — | 7.4% | +21.2% | −15% / −43% |
| DMLPDorchester Minerals, L.P. | 1.4 bn | 15.6 | — | 45.5% | −5.4% | +27% / −5% |
| REPXRiley Exploration Permian, Inc. | 948.6 m | 9.2 | 16.8% | 17.3% | −4.4% | +57% / +74% |
| DECDiversified Energy Company | 942.7 m | 16.7 | 11.0% | 4.9% | +141.5% | −11% / +1,434% |
| EGYVaalco Energy Inc | 568.0 m | — | -24.4% | -31.1% | −25.0% | +42% / +21% |
| GPRKGeoPark LTD | 487.6 m | 9.9 | 22.1% | 10.1% | −25.5% | +16% / +4% |
| SDSandridge Energy, Inc. | 468.3 m | 5.7 | 16.2% | 46.1% | +24.8% | −11% / −9% |
| KRPKimbell Royalty Partners, LP | 415.5 m | 4.1 | — | 29.7% | +7.9% | +24% / +1% |
| GTEGran Tierra Energy Inc. | 355.6 m | — | -97.9% | -40.0% | −4.0% | +122% / +59% |
1- and 3-year price returns: for EGY from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
VAALCO Energy is an independent energy company headquartered in Houston that produces crude oil and natural gas from African assets, mainly in Gabon and Egypt. In 2026 it completed its exit from Canadian operations and is growing production in Côte d'Ivoire, where Baobab drilling has restarted, so its operational progress in the coming period is relevant to investors 13.
SWOT
Strengths
- A diversified portfolio across several African countries, with operatorship of key assets and a visible near-term drilling schedule 13.
- Relatively consistent proved reserves and a production base tied to projects already in operation 1.
- Recent positive operational results, including a high-rate new well in Gabon 3.
Weaknesses
- Reliance on consortium partners to pay part of project budgets may affect the pace of investment 1.
- Limited control over non-operated assets may mean decisions do not always align with the company's interests 1.
- Production in Côte d'Ivoire was paused for a period and depends on the FPSO returning to service 13.
Opportunities
- Development of the Baobab and SE Etame fields could add significant production if drilling proceeds as planned 3.
- Focus on existing assets and projects without heavy new infrastructure needs could support growth 3.
- Disciplined acquisitions and farm-ins could extend the portfolio if conditions are favorable 1.
Risks
- Dependence on external financinghigh
The company has no external funding commitments beyond operating cash flow and its credit facility, which could limit investment if prices fall 1.
- Natural production declinemedium
Without acquisitions or new development, production from existing fields could decline over time, affecting cash flows 1.
- Consortium partnersmedium
If partners fail to pay their share of costs, the company could have to cover the difference, affecting its investment budget 1.
- Offshore operating risksmedium
Offshore operations are exposed to technical incidents and weather that could cause costs and production interruptions 1.
- Licence expirylow
Some licences and production sharing contracts have near-term expiry dates, and their extension depends on conditions that may be uncertain 1.
Investment thesis
What would need to be true (bull case)
- If the Baobab restart and Phase 5 drilling proceed as planned, production growth from 2027 could support cash flows 3.
- Recent Gabon results suggest some zones in existing fields can produce high rates, which could add to reserves 3.
- If crude prices remain at favorable levels, the capital programme and shareholder returns could be supported more strongly 1.
What would break the thesis
- Price volatility and geopolitical uncertainty could reduce cash flows and force adjustments to the investment programme 1.
- Dependence on consortium partners and on the resumption of activity in Côte d'Ivoire could delay production growth 13.
- Tariff-related risks and supply chain constraints could raise costs and delay offshore projects 1.
What to watch
- Resumption of Baobab production and start of Phase 5 drilling in Côte d'IvoireQ4 2026
- Production results from Gabon and the flow rate trend of the ETSEM-3H wellQ4 2026
- Execution of the 2026 capital programme and any revision of the announced rangenext 10-K
- Production increase expected in Côte d'Ivoire after the first new producer well2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
VAALCO Energy, Inc. is an independent energy company headquartered in Houston, Texas, engaged in the acquisition, exploration, development and production of crude oil, natural gas and NGLs. Its portfolio is focused on Africa, with assets in Gabon, Egypt, Côte d'Ivoire and Equatorial Guinea, as well as an exploration interest in Nigeria 1. The company describes its strategy as maintaining production, controlling costs and capital expenditures, and pursuing disciplined acquisitions, aiming to accelerate shareholder returns 1.
Segments
Gabon
Gabon accounts for the largest share of production, with approximately 2,535 MBoe in 2025, or 42% of total production 1. The company holds a 58.8% working interest in the Etame Marin block, where it is operator, and the ETSEM-3H well completed the Phase 3 drilling program at roughly 2,000 gross BOPD, or 1,140 BOPD net to VAALCO 3.
Market context
Competitive position
VAALCO competes for assets and capital with other independent companies operating in West and North Africa, and competition for exploration blocks and consortium partners is intense. Its advantage lies in operatorship of several assets and local expertise, but it remains dependent on decisions by consortium partners 1.
- West African independent operators
Companies holding similar offshore assets in Gabon and Côte d'Ivoire and competing for exploration blocks and consortium partners.
- Joint venture partners and national oil companies
Partners in joint operations and state companies that influence approval of development plans and investment timing.
- Buyers of divested assets
Purchasers of the Canadian assets and other investors that may compete for acquisition opportunities in the company's portfolio.
- US independent producers
US exploration companies competing for investment capital and attention from energy sector investors.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- VAALCO Energy (EGY) Roars Back With A Blowout QuarterYahoo Finance — News · 09 Sept 2026 · EN
The latest news item in our archive is from 09 Sept 2026; the newest SEC filing is from 07 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report07 Oct 2026Results of operations · Financial statements and exhibits
- Quarterly report10 Aug 2026
- Current report06 Aug 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report09 Jun 2026Departure or appointment of officers · Financial statements and exhibits
- Current report04 Jun 2026Departure or appointment of officers · Shareholder vote · Financial statements and exhibits
- Quarterly report11 May 2026
- Current report07 May 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Proxy statement24 Apr 2026
- Current report21 Apr 2026Results of operations · Financial statements and exhibits
- Annual report16 Mar 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / VAALCO Energy, Inc. · 16 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / VAALCO Energy, Inc. · 10 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / VAALCO Energy, Inc. · 07 Oct 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.