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 -2.22% 22.00 21.00 23.00 22.50 22.00 22.50 175,794 12:13:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 42.1 5.6 0.1 289.0 45

Sdx Energy Share Discussion Threads

Showing 8251 to 8274 of 8375 messages
Chat Pages: 335  334  333  332  331  330  329  328  327  326  325  324  Older
DateSubjectAuthorDiscuss
30/9/2019
14:14
Latest company presentation: hTTps://www.sdxenergy.com/wp-content/uploads/2019/09/SDX-Corporate-Presentation-September-2019-as-at-26.9.19.pdf
homebrewruss
30/9/2019
11:51
adding too
odvod
30/9/2019
10:37
Bought 20k shares here as initial position. The trauma from pw is now in the past and looking forward to first gas from sd imminently.
underdog1
30/9/2019
09:19
Breaking out of the downtrend now. 32p is the next resistance.
brasso3
27/9/2019
11:46
NT to buy at 24p fwiw.
ileeman
24/9/2019
10:11
Acting well again today
divmad
24/9/2019
08:22
This has got 30p written all over it in the next 4 - 6 weeks.
brasso3
23/9/2019
16:48
Volume picking up today. A good sign
divmad
23/9/2019
09:44
I bought in close to the lows and sold out at a small profit. It appears that there is a non-zero chance of regime change if ongoing Egyptian protests flare. Egyptian markets are down quite notably :( hxxps://egyptindependent.com/egypt-trading-suspended-as-shares-plunge-after-protests/ hxxps://www.aljazeera.com/programmes/insidestory/2019/09/protests-egypt-president-el-sisi-spread-190922190725176.html
ashkv
20/9/2019
10:48
Yep, that's what they've been doing. I am sure the most recent presentation lists the Egyptian receivables figure.
shakeypremis
20/9/2019
10:44
shakeypremis, From the most recent set of results, I make it $16.1mln, which I assume is mostly Egyptian receivables. If they can offset capex for services provided in Egypt by Egyptian state co, that is acceptable. Cash
cashandcard
20/9/2019
10:28
Cash, I don't think receivables for current production is a problem in Egypt (or SDX wouldn't be getting paid for the oil they're producing and they defintiely are). The outstanding receivables are related to the Circle acquisition. They've been recovering a lot of the receivables owed by offsetting South Disouq CAPEX against the receivables balance. I am not sure how much there is left but the figure is definitely in recent presentations/RNSs. I would look there for your figure.
shakeypremis
20/9/2019
10:16
I'll contact them. Worth a shot I guess. Cash
cashandcard
20/9/2019
10:13
Cash, would the company be able to tell you?
divmad
20/9/2019
10:01
Anyone know how much EGPC owe SDX now? the only figure I can find with regards to recievables is the last set of results with $21.8mln less $5.7mln post period end leaving $16.1mln at that point before any further receivables took that back up. It is mixed with Moroccan receivables so not a clear picture. I just want to get an idea of EGPC's ability to pay for the gas as that will be significant going forwards and be critical to anything SDX do in the coming year etc. Cash
cashandcard
20/9/2019
09:42
On the upgrade to 100/150mmcf/d assuming we find more gas at SD anyone have an idea on costs and time to upgrade the plant. I remember Squelcho saying it would be easy and cheap, but given what we know now a rough idea would help. To be fair to the lying git he did not give a cost. Des
des56daw
20/9/2019
09:33
As shakey says, finding gas in Morocco won't be bad news, but they need a market for the stuff. What would be interesting is if they could find some accumulations above the "standard" 2bcf or so size... & there's LMS-1 to revisit at some point...
thegreatgeraldo
20/9/2019
07:12
I would go with the SD facility coming online and gas being sold in to the grid. In Morocco it's not certain they'll get the customers to sell the gas too. 50bcf of resources would of course still be very worth having a it ensures certainty of supply for the future and finding it now rather than later is going to save money as costs always rise. The more gas they find in Morocco the better I say, but it probably won't be worth much to the share price unless they can sell it. That's why I'll go work SD as the big value driver. Get it online at 50mmcf/d and it's almost like you've got it online at 100mmcf/d because I'm sure they'll find more gas in the region.
shakeypremis
19/9/2019
17:55
Which will be the bigger driver of value accretion for SDX, a successful roll out of their SD producing wells, or exploration success in their upcoming 12-well Moroccan program targeting gross unrisked resources of 50Bcf?
divmad
19/9/2019
08:34
I seem to remember from some estimate SDX gave in some RNS that they'd produce about 60 barrels of condensate per day (net) along with the gas. However, I also seem to remember a later RNS stating that SD had significantly more condensate than previously thought and they were modifying the processing facility to accomodate it. As with anything SDX have said previously under Squelcho, we'll have to wait and see what materialises under full commercial production.
shakeypremis
19/9/2019
08:22
shakeypremis #8036, Thankyou. Seems a half-decent price considering this is Egypt. I imagine any liquids would supplement that price. The sooner they get on with it the better. Cash
cashandcard
18/9/2019
19:59
There is a large market for bottled gas in Morocco. What SDX *could* do if they find enough gas and can't sell it via the pipeline, is build a bottling facility and bottle the stuff for sale. It sells for something like US$15-18/mcf.
shakeypremis
18/9/2019
19:49
Hi Haider...... very straightforward to switch from bottled to piped gas....... there'd be some costs (quite lumpy?) in switching from diesel to gas
thegreatgeraldo
18/9/2019
19:15
Talking of SAVP... courtesy of ZENGAS on the SAVP board, we have the following comment from Numis: "there is an estimated 20GW of off-grid power generation capacity in Nigeria that is currently burning oil products), which in a $60/bbl Brent oil price environment, corresponds to ~$8.0-12.5/mscf gas price in energy equivalent terms." AIUI SDX have had slower uptake in Morrocco for their gas sales than originally promised. In all previous research notes I recall SDX saw sales being achieved from customers who were previously using bottled gas. But bearing in mind the above comment, could there be potential sales to customers who were previously using diesel?
haideralifool
Chat Pages: 335  334  333  332  331  330  329  328  327  326  325  324  Older
Your Recent History
LSE
SDX
Sdx Energy
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20191207 11:40:53