FECCF Frontera Energy Corporation - Ordinary Shares New

$FECCF $CGXEF Added...Frontera has 250 mil. CGX shares...and valuable assets in Columbia...positive news on the goings on in Guyana...These positions will payoff... GLTA..

$FECCF came across this group and have found on a base level pretty interesting. Would love to hear thoughts from anyone who has a position on the following: Risk of LNG terminal not meeting q1 deadline of 2027. Minimum capacity of 127 and scaling to 330 million, why not go full potential and tap the 500 million that can be handled Oil asset in Guyana seems to be in legal purgatory, is finding a settlement a better outcome where a group like Exxon takes the land and they get the right to onshore the oil at the Berbice river port? Back of napkin math says 2029 FCF could be at about 150 million dollars with a 600 million dollar cap seems like a good opportunity. I’m also less worried about the government situation considering South America is following the bukele and Mille path and I think it’s there to stay for a while. Any thought on companies cash flow or further potential assets to buy or produce would be great to hear.

$FECCF Political risk - how is it mitigated here? Frontera Energy is protected from "foreign exploiter" narratives as follows: Executive Credibility: CEO Orlando Cabrales Segovia—former Vice Minister of Energy and ANH Director—brings deep regulatory trust. State Co-Investment: Co-owning the main ODL crude pipeline (35%) alongside state-owned Ecopetrol (65%) directly aligns corporate returns with the national treasury. National Utility Role: The Puerto Bahía FSRU terminal directly solves Colombia’s gas deficit via an Ecopetrol take-or-pay contract. Local Social License: Puerto Bahía drives local hiring in Cartagena via formal social consultations (consulta previa). State Backing: ANI formally amended SPPB’s port concession No. 002 for LNG operations.

$FECCF In the broader market, achieving a 20%+ FCF yield usually requires taking on extreme distress, high leverage, or severe operational decay. In Frontera's case, this 30%+ EBITDA yield is supported by physical, fee-generating infrastructure assets: ODL Pipeline: Regulated tariff, low-decline crude transport. Puerto Bahía (SPPB): Monopolistic deepwater RoRo and liquid storage logistics in Cartagena. This is without taking account of the re-gasification project now in full swing or recovering one red cent from the Corentyne.

$FECCF Mamonal (industrial corridor around Cartagena) Heavy Industrial Groups (Facebook / Telegram): Local business associations, plant engineers, and industrial suppliers in Cartagena frequently discuss the impending 2027 gas deficit in northern Colombia. The tone regarding Puerto Bahía is one of relief and eagerness. Maritime & Port Worker Channels (Facebook / TikTok / Instagram): Videos and posts from local port workers and logistics personnel at Puerto Bahía highlight record automotive RoRo operations (handling over 48,000 vehicles recently). The sentiment among local labor is positive. No Local Friction or Opposition: Notably absent across local social media groups are anti-development protests, environmental blockades, or local community grievances surrounding Puerto Bahía. Because the terminal operates within an established industrial port zone with natural deep draft (requiring no heavy capital dredging), the project enjoys a clean local environmental reputation.

$FECCF I am continuing to accumulate at these levels. Would like to get thoughts on future market realization of changing business focus vs. post November election market adjustments. I had a smaller position pre roc distribution but have been adding.

$FECCF Why was the take or play agreement limited to a contract length of 7 years? This seems shorter than the industry range of 20 to 25 years. Wouldn't this be looked at as a negative in valuation or future M&A transactions?

$FECCF is it so hard to keep the Frontera website up and running? Only thing I can access is the news room...