Sdx Energy Share Discussion Threads

[ashkv] 29/7/2021 19:59

Hanut is targetting 139 BCF of gas equivalent to 24.56 million Barrels of Oil Equivalent. With a 33% official and a whisper of around 50% - SDX has been highly succesful with the drill.
Really shocked at the moribund share price performance :(
NPV10 would be around US$100mn for 139BCf considering Egyptian rates? Please guide / correct me.
Reserves would increase by nearly 2.5 times from current 11.1 million BoE on a success case!!!

[ashkv] 29/7/2021 11:12

Enterprise Value in US$ (Market Cap + Debt - Cash) = ($43,687,700 Market Cap + 0 Debt -$9,100,000 Cash) = $34,587,700 Enterpise Value

[neo26] 26/7/2021 15:40

Whatever happened to the young prospective?

[ashkv] 22/7/2021 14:16

SDX need a broker - 52 Week lows on the brink of a tranformational drill... UNREAL!!!

[tnt99] 13/7/2021 11:20

Great news the news flow is all good plus prices are much higher this stock should be flying money in the bank assets rising low cost producer What's not to like

[neo26] 13/7/2021 07:32

Nice ibn yunus come in. Mkt dont like sdx

[goblin99] 12/7/2021 10:23

Sdx is at an inflexion point currently. The potential is significant, however they need to focus on return on investment. Let's see the result of big H, and hopefully a more considered forward thinking plan. Patience said the 95 year old.

[neo26] 12/7/2021 09:40

Mkt cap is under 30m.The capex in Morocco hasnt given sdx any meaningful gain, stop that and sell the moroccan asset.Concentrate in egypt, they should hav remained listed in tsx maybe pull some canadian aquisitions like i3e.

[pjj71] 12/7/2021 09:31

they need to stop all capex.. run the assets and return the money to shareholders..

[neo26] 12/7/2021 08:54

Dont know wat happened to sdx..

[tnt99] 01/7/2021 23:11

Well morrocan gas sales are at current levels so must be of benefit to sdx over the year given new production these 3 wells will provide

[tnt99] 29/6/2021 10:13

Great news 3 more producing wells have come in and being exploited and 2 more to go in Morocco plus Egypt drilling commencing a great rns

[shakeypremis] 27/6/2021 08:55

No it isn't. I don't think SDX will ever get a higher price. Possibly can be renegotiated if SDX can produce a significantly higher volume of gas. The more you produce the more you get paid per mcf, seems counter-intuitive but that seems to be the way it works in Egypt.

[tnt99] 26/6/2021 15:42

Surely this is annually negotiated anyway here's hoping the drills going on are winners

[tnt99] 25/6/2021 18:55

Gas prices going up and in short supply this can only benefit SDXNews on drills imminent fingers crossed this is going places my sell price 60p

[shakeypremis] 18/6/2021 17:30

Heard that before lol.

[dekle] 17/6/2021 11:16

That would be good news

[goldieshotz] 17/6/2021 10:50

Looks like weve had a seller perhaps who has finally offloaded. Order book tightened and we're on our way north on barely any volume at all.

[tnt99] 08/6/2021 20:07

I expect this to double way undervalued and if their current drills are successful maybe more a reduction in exploration after should explode the profit and the share priceExciting year ahead

[goldieshotz] 08/6/2021 01:17

I would really like to see SDX on success at Hanut to extend the campaign to 3 wells, and add Warda into the campaign. This would free up cash in 2022 to fund an appraisal campaign and an exploration well on Mohsen. It would stretch the capex budget but it is do-able and would only cost an additional $2.5-3m.Then in late 2022, I would like to see them acquire an additional asset to diversify. There are some options out there, we wouldnt need to be an operator just take a small percentage in the 20% area to give diversification whilst we continue to focus on the development of SD and Mor.As for Mor, its good to see sales increasing but I think the capex program is back to front. More should be spent in egypt and less in Mor.