PERSON DIRECTORY
Mordechai Yavneh
Mordechai Yavneh appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
Valeura Energy’s roughly $650 million market value is set against $260 million of cash, no debt, and Yavneh’s estimate of $150 million annual cash generation at $75 oil, implying enterprise-value payback in two to three years.Reserve replacement can extend production and defer decommissioning, but early-2030s concessions and the post-extension outlook remain unresolved; a larger Wassana platform targeting first oil in Q2 2027 is the next catalyst.