Sdx Energy Share Discussion Threads

[haideralifool] 12/4/2018 12:48

Must say I do like the approach taken by the stocktube interviewer, he doesn't hesitate to ask questions along the lines of why the LNB drill result has been delayed.

[captain james t kirk] 12/4/2018 12:31

Very interesting comment about the nearly 1100ft of net sands, still without contact and the query by the boss himself as to why it wasn't included in the rns. Run out of space ??? A further acquisition in 2018 looks likely. Very good news on receivables as well.

[neo26] 12/4/2018 12:21

shakey

theres alot more gas but the positive is we will get decent amount into production this year.

He said SDX will develop SD..

[bountyhunter] 12/4/2018 12:14

Malcy:

"... SDX remains massively undervalued given its continued success with the drill bit in both Egypt and Morocco which are delivering exploration success leading to increased revenues and high margin profits, what’s not to like?"

[neo26] 12/4/2018 12:01

this ibn yunus find has significantly derisked the SD license, there is more to come from here.

I think 100mmcfd is likely from here by year end, over 8000boepd by year end, mkt cap will be close to 300m-400m by year end.

[bountyhunter] 12/4/2018 11:50

thanks for posting that link Christy - very encouraging - further (Morroco) drill results anticipated 'next week'

also 2018 acquisition seems likely but 'difficult to talk about'!

[thegreatgeraldo] 12/4/2018 11:35

hiddendepths
12 Apr '18 - 11:16 - 5807 of 5810
0 0 0
Griffin - the thing is that institutional investors don't notice this stock - it's completely off most radars.

The sub-set of instos who invest in smallcap, growth resource stocks operating in emerging markets should be aware!! Those running glorified ftse trackers are never going to be interested

[christy41] 12/4/2018 11:35

Heres a link..

[robbiekeane] 12/4/2018 11:31

Paul back on TV

[...]

[neo26] 12/4/2018 11:22

Should this well had not come off £1year end target now its £2.Keep an eye on the canadians mkt when the mkt opens later on

[neo26] 12/4/2018 11:20

We have to remember PW of the two exploration wells the ibn yunus well was more risky than the kelvin well.I think a massive rerate will happen here now and indeed 100mmcfd+ from egypt this year.This is great news.

[hiddendepths] 12/4/2018 11:16

Griffin - the thing is that institutional investors don't notice this stock - it's completely off most radars. Once they do, there should be a significant rerate. Methinks the broker should get busy and take Paul around the City to get the company on the map. The timing would be good when the results of this well are finalised. So they should start arranging it now.

[ntv] 12/4/2018 11:15

i was thinking more of an acquisition

[neo26] 12/4/2018 11:08

No u mentioned placing, they have plenty of cash. They making plenty also..

[ntv] 12/4/2018 11:06

thanks neo26
remember the last time they had a war. mkt drops big time

[robbiekeane] 12/4/2018 11:03

Looking at the trades so far this morning it seems like many small shareholders selling, can't really see any major trades.

[wisteria2] 12/4/2018 10:32

Muted response on a great result! added some! cheap as chips.

[ntv] 12/4/2018 10:29

may also be the fact that trump is going to bomb syria big time?

[11_percent] 12/4/2018 10:28

soulsauce12 Apr '18 - 09:20 - 5785 of 5795
0 0 0
Quite astonishing the reaction once again to more good news. I don't get it.
I must admit to having sold because of the Ibn Yunus well being the most risky and the downside we would have seen on a poor result.
But here we are with a very obviously good result and I am wondering whether it is worth buying back in.
--------

Yes......it would be worth buying back in if was not a scammmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm

[griffin81] 12/4/2018 10:27

I mentioned in the twitter group earlier, this is a great result, not only because of the size of the find, but because it de-risks a much bigger multi-TCF potential. That won't have gone unnoticed by institutional investors, and whilst they are not able to react on the day of an announcement, I'm confident today will become a catalyst for the overdue re-rate. Ultimately the process of doubling production this year is now pretty much nailed on!

[robbiekeane] 12/4/2018 10:27

dsmith57 fair point, but you can't stop a holder from selling. I am guessing that it is one of the major holders reducing their exposure to the company (or the sector) and taking the opportunity to sell with every announcement. Once they have got down to their target level then the shares should motor ahead. Looking at Morningstar I can only see Earth Resource Investment Group reducing their exposure to SDX this year. A further check here on this site during the next month should confirm if anyone else is doing the selling. There aren't that many "big" holders - YET!!! I should think that SDX will be on the radar for some going forward, it's doing far too well to keep under wraps for long.

[ntv] 12/4/2018 10:27

corporate action in the background and maybe a placing causing the weakness?

[neo26] 12/4/2018 10:25

I dont think the uk market just realise the scope of this find.It means the seismic eas correctly read. Now one can speculate the kelvin will also strike this may infact open up over 1tcf of gas.£2 by year end..