Share Name Share Symbol Market Type Share ISIN Share Description
Sdx Energy Plc LSE:SDX London Ordinary Share GB00BJ5JNL69 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -2.15% 22.75 22.50 23.00 23.25 22.75 23.25 417,354 08:48:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 42.1 5.6 0.1 293.4 47

Sdx Energy Share Discussion Threads

Showing 8326 to 8349 of 8350 messages
Chat Pages: 334  333  332  331  330  329  328  327  326  325  324  323  Older
DateSubjectAuthorDiscuss
17/11/2019
07:14
I suppose I'm just wondering if the size of the potential ramp up in production at SD, net to sdx, warrants a material re-rating. Sure, it offers a solid base from which to move forward, but is that enough?
divmad
17/11/2019
07:09
Take advantage of it while its out of love. Debt free and a decent pile of cash with solid production. In a better position than similar sized companies like PPC and PMG.
brasso3
17/11/2019
06:40
What will it take to get this share going?
divmad
13/11/2019
17:38
Thomas11 13 Nov '19 - 15:31 - 8132 of 8134 2) SD produces approx. 300 Bbls condensate per day ...that's not what SD produces at the mo..... it's the level of condensate production expected when the plant is at full capacity, which as they say, would deliver a lower average production than the nameplate 60mmscfd...
thegreatgeraldo
13/11/2019
17:34
OilinvestorAL - I get the same number
thomas11
13/11/2019
17:22
From Harts on LSE:- Apologies only got half the call got cut off half way through and by the time I got back on the meeting had concluded. Here's the extra info on top of what was stated in the RNS... Morocco Drilling Campaign 3 key objectives First 7 are lower risk, will be able to flow gas into customer base instantaneously, 2 wells in north are testing the same play as the south, objective is to test whether it does extend to the north. Further north Lalla Mimouna: 2 concessions that we have tested in the past but haven’t proved commerciality, drilling 3 deeper targets, larger in size and potential, testing deeper thermogenic play, could open up a new play. Further updates will be in the coming weeks and months Morocco Demand: 8 customers, 4 have been slower to take up demand, seeing a change now that they are speeding up their consumptions in particular Peugeot. The Atlantic Freezone is the largest driver of new customers on top of these 8. Peugeot factory will act as a magnet to fill up the other 2/3 of rental space, Peugeot is ramping up in 2020. South Disouq Revenue for November and December sales will be received in January from EGas and expectation is to ramp up to 50 MMscf/d in Q1. The wells and CPF are currently performing very well. Capacity is 60 Million for the CPF currently with throughput of 66 million, guidance is 50 to take into account that you don't produce 364 days a year, can expand the CPF in the future by ordering parts. Won't take as long due to knowing what needs to be ordered and the design. However can only expand output at SD through discovering and testing more wells in 2020 by exploring the lookalikes early 2020. My own take from this Shakey is that the pipeline can take much more than 50 million but our CPF is currently limited to 66 and our gas supply is limited to the 4 wells, so to get higher than 50 million a year we would have to 1) find more gas at SD and 2) Order extra equipment to increase CPF capacity. Apologies for not being able to ask questions I got cut off when someone was asking about condensate income, if anyone has any info that would be great.
brasso3
13/11/2019
16:25
Am I right in calculating that net cash flow from SD based on 27% is $12.5 million/ year after the $0.3/mcf OPEX?
oilinvestoral
13/11/2019
15:31
Interesting sdx pi conference call Main takes for me are 1) confirmed sdx get net 27% output from SD following the gov’t take and the partners 2) SD produces approx. 300 Bbls condensate per day 3) we were teased about new “interesting” news flow in the near future 4) Morocco customers are slowly ramping up demand 5) There will be more PI conference calls in the future
thomas11
13/11/2019
08:56
p/e basically attributes value to cashflow/profits on the implicit assumption that business is indefinitely repeatable. you can always sell more widgets. its a great measure for widget makers. resource companies are engaged in selling depleting assets, the more they sell the less they have left. they can only be sold once. selling more of them does not increase the residual value. the accepted way to value such companies is by valuing their assets. how many barrels of oil or cu ft of gas do they have and what's it worth on the open market? the p/e ratio has nothing to say about this
tournesol
13/11/2019
08:41
TournasolPlease clarify ! I assume you mean for exploration?
oilinvestoral
13/11/2019
00:52
novice you can't apply p/e ratios to oil companies or other resource extractors. this has been explained many many times T
tournesol
12/11/2019
21:26
If the City is consistent, and compared to similar gas plays, they should apply a P/E of at least 5 or 6 or so!? 8 would be even better, but with 5 you get annual extra revenue of $5m times 5, so $25m additional MCAP = 5p-10p+ from todays levels, incl. cost of sales,let's see how they're trying to get on everybody's nerves tomorrow.
novicetrade68
12/11/2019
17:21
Investor call announced tomorrow afternoon
oilinvestoral
12/11/2019
15:57
Good push this afternoon! Probably buyers from North America
oilinvestoral
12/11/2019
11:09
I included condensate @ $50/bbl & 23mmscfd, but allowed more for production costs..... just a ballpark figure....... factor in getting close to target plateau & compare with m/cap
thegreatgeraldo
12/11/2019
11:00
Having said that, costs per mcf will be higher at this lower production rate.
shakeypremis
12/11/2019
10:59
TGG, I get roughly US$17k/day (not including extra revenue for condensates). 24mmscfe/d * 0.51 (Government cut) = 12.24mmscfe/d 12.24mmscfe/d * 0.55 (SDX's working interest) = 6.73mmscfe/d 6.73mmscfe/d is 6730mscfe/d 6730mscfe/d * (US$2.85/mscf - US$0.20/mscf) = US$17,900/day net entitlement income after production costs but not including extra revenue for condensate or cost recovery.
shakeypremis
12/11/2019
10:41
Thanks thegreatgeraldo
overeager
12/11/2019
08:31
I reckon we'll be in the 30s in a couple of weeks time, a long awaited additional income stream, I think some might regret throwing their shares away for a pittance this morning, imo.
novicetrade68
12/11/2019
08:01
Well done guys. Been a long time coming. Hope it pays off for you.
soulsauce
12/11/2019
07:59
Can one of the experts on here guide me as to what this increase in production equates to in £ please.
overeager
12/11/2019
07:43
Booom !!! Hopefully back to 30s
oilinvestoral
12/11/2019
07:21
SD production looking good
greyingsurfer
12/11/2019
07:21
Great news regarding SD and congratulations to Mark Reid. He has been quietly moving things forward and deserves a shot as CEO. This should be in the 30p- 40p range now.
brasso3
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