ADVFN Logo

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for alerts Register for real-time alerts, custom portfolio, and market movers

SDX Sdx Energy Plc

3.65
0.00 (0.00%)
Last Updated: 07:43:32
Delayed by 15 minutes
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
  0.00 0.00% 3.65 3.50 3.80 3.65 3.65 3.65 87,633 07:43:32
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Sdx Energy Share Discussion Threads

Showing 6026 to 6049 of 10325 messages
Chat Pages: Latest  245  244  243  242  241  240  239  238  237  236  235  234  Older
DateSubjectAuthorDiscuss
13/4/2018
05:25
So caution is still the watchword here and certainly little is proved at this stage. But surely there is substantial upside if IY and Kelvin are connected and it turns out that there's considerably more than 100 ft of pay?

Anyone brave enough to do a high side valuation?

hiddendepths
13/4/2018
04:19
Edison note:

"We expect to de-risk Ibn Yunus on flow testing; however, indicatively moving to an 80% chance of success (equivalent to our risking for SD-1X) from 32% would add 4.4p/share to our RENAV in our 90bcf recoverable case."

hxxp://www.baystreet.ca/articles/research_reports/edison/CA78410A1075SDXEnergy120418flash.pdf

So they'll only change their risking when the flow tests are done and obviously there's no change in the risking for Kelvin at this stage.

They do mention the need to construct a central processing facility for IY - which likely means capex.

haideralifool
12/4/2018
20:27
Still will be throwing out alot of cash, from Sd, NW Gemsa, Meseda and Morrocco.Definately will surge this stock, just a little patience.Maybe another aquisition to boast further our production.
neo26
12/4/2018
19:59
ah ok mate, that makes sense.
shakeypremis
12/4/2018
19:36
ShakeyI was saying out of 100mmcfd they get quarter thats still decent amount of cash for a company which only valued at 100m.
neo26
12/4/2018
19:15
They've got an effective 19.25% of Meseda
thegreatgeraldo
12/4/2018
18:35
Pretty sure I saw it somewhere recently. Quite where I am not sure. I will try to remember. Regardless, the difference is not great. There was also something from another poster a while ago which detailed something slightly different, it was information gained from some documentation SDX had to file when they listed I think. Again, I will try to dig that up.
shakeypremis
12/4/2018
18:31
shakey, to calculate netbacks people have been discounting by the wi and the tax rate, which comes to 22%, so what accounts for the difference between this figure and the one you've quoted?
haideralifool
12/4/2018
18:23
You can't compare mcf's with barrels of oil for calculating revenues etc. Only for a comparison of energy content. If SD only produces 25MMscf/d SDX will make sod all. They only have a 19.25% economic interest in the concession.
shakeypremis
12/4/2018
17:29
The Company, in its technically approved development plan by the Egyptian authority, forecasts a plateau rate from the SD-1X field of 50 million standard cubic feet per day ("MMscf/d"). of conventional natural gas (SDX 55% working interest) However, with any exploration success, the field plateau rate could potentially increase up to 100 MMscf/d. Start-up of production at South Disouq is expected to commence in H2 2018.

=============

significant amount of cash is coming from SD, even if we only get 25MMscfd, thats over 4000boed.

neo26
12/4/2018
17:27
this 4 well drilling project in SD didnt PW say they have option to drill another well?
neo26
12/4/2018
17:25
It is pretty big, no wonder PW is excited. Such a good result with the first drill at Ibn bodes very well for future drills.
shakeypremis
12/4/2018
16:52
just look how large the Ibn Prospect is..
neo26
12/4/2018
15:52
HAF,

Re the IV cartoon, the blue is sand. I took PW's comment to mean 10% or so net:gross

thegreatgeraldo
12/4/2018
15:46
hd that is a good point and I am sure one that puts off some investors (especially the larger ones).

Even a very small PI like me would have a problem exiting on a low volume day.

haideralifool
12/4/2018
15:42
It'll take the pre-listing early stage investors finishing their selling! Unfortunately the volumes here are generally so thin that it's taken a long time already.

Can't say I'm too bothered. When the fundamentals are good, share prices nearly always reflect this in due course. Just needs patience.

hiddendepths
12/4/2018
15:36
Pretty disappointing day share price wise really. What is it going to take to get this moving in a materiel way.
ifthecapfits
12/4/2018
15:28
That picture of IY:
hxxps://www.investorvillage.com/smbd.asp?mb=16015&mn=872&pt=msg&mid=18189035

So they've gone 100ft into the red blob and there's another 1000ft of it?

haideralifool
12/4/2018
12:33
I think we need to realise good money coming into from SD.100mmcfd will likely happen now.+8000boed by year end.
neo26
12/4/2018
11:55
HAF
Yes, as tgg has often pointed out, PW does tend to put his mouth into gear before the brain engages. It's not a characteristic markets take kindly to :)

captain james t kirk
12/4/2018
11:50
captain it's comments like that which really make me wonder sometimes. How do you run out of space in an RNS?

And this coming from a company that's been rns'ing every little inconsequential well they drill.

haideralifool
12/4/2018
11:48
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.
haideralifool
12/4/2018
11:31
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.
captain james t kirk
12/4/2018
11:21
shakey

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

He said SDX will develop SD..

neo26
Chat Pages: Latest  245  244  243  242  241  240  239  238  237  236  235  234  Older

Your Recent History

Delayed Upgrade Clock