Sdx Energy Share Discussion Threads

[haywards26] 20/8/2020 12:47

hxxps://www.proactiveinvestors.co.uk/companies/news/927125/sdx-energy-boasts-strong-first-half-as-south-disouq-continues-to-drive-production-growth-927125.html

[value viper] 20/8/2020 10:11

Be very disappointing if they don't despite juicy options

[shakeypremis] 20/8/2020 09:29

haha, maybe. The directors here don't usually bother as they get fat, juicy options arrangements.

[value viper] 20/8/2020 08:01

Looking now for a director buy or two

[novicetrade68] 20/8/2020 07:08

Glad I picked up a few recently around the 18p mark, results look fantastic to me.

[tli8jaguar] 13/8/2020 09:38

Tweet from SDX

[haywards26] 23/7/2020 10:01

75-100p at this time is crazy talk. 30p is my 12 month target.

[haywards26] 23/7/2020 10:00

Director purchase announced this morning :)

[shakeypremis] 20/7/2020 10:45

At the current time, with current production and reserves and realistic and known growth prospects I would say that 75-100p would materially overvalue SDX. I say this as someone who owns a lot of SDX stock. That said this company has everything it needs to self-fund organic growth (and some smaller inorganic growth) and everything it needs to get financing at very good terms for inorganic growth opportunities it cannot self-finance. SDX will not be diluting shareholders for anything other than transformative inorganic growth opportunities. In short the downside risk here is very limited and upside potential is large.

[ride daice] 20/7/2020 10:19

It's not strange to me. They are very good at finding and producing hydrocarbons. However they have been unable to articulate (to me at least) how this is going to generate tranformational value for shareholders. I'm hopeful that they will do something about this.

[duckdown] 15/7/2020 19:13

You'd think these would be worth 75-100p by now. Very strange.

[haywards26] 15/7/2020 19:10

hxxps://www.proactiveinvestors.co.uk/companies/news/924172/city-brokers-positive-on-sdx-energys-latest-asset-deal-924172.html

[haywards26] 14/7/2020 10:26

Next financial update is hopefully a catalyst for a re-rating here..very much unloved and under the radar..

[ifthecapfits] 14/7/2020 10:20

Asset sale. A bit of cash & clearing of decks for something else?

[shakeypremis] 03/7/2020 11:27

Heading for a gap from mid-April.

hxxps://tvc-invdn-com.akamaized.net/data/tvc_fa5d9462ed4d6746182e8ac88f922cb1.png

[haywards26] 03/7/2020 10:45

Value has to out here at some point. Potentially financials will be the trigger with the material additional production, income and cashflows..

[greenrichard] 03/7/2020 10:42

SDX completely unloved by retail investors - the few that have even heard of them!
Has the recent SOU gas sales agreement in Morocco been responsible for this current slump. Or is just lack of interest?

[haywards26] 23/6/2020 23:43

Good update this morning

hxxps://www.google.co.uk/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/922557

[thegreatgeraldo] 23/6/2020 10:55

New pres put up today.... really put a rocket under the SP!! All the board can do is get on with running the company & keep the market up to date....

[kaos3] 04/6/2020 06:16

it works - thank you

very difficult dialect for me btw as I am non native speaker. but I like it as it is a real man speaking - not a polished weasel

[ifthecapfits] 03/6/2020 13:30

I guess its going pretty well...SP is responding.

[flagon] 03/6/2020 11:45

Listening now via your link shakey ... thanks

[shakeypremis] 03/6/2020 11:39

kaos3, works for me using the link. have you tried https instead of hxxps?

[kaos3] 03/6/2020 11:02

well - I cant listen/open

[shakeypremis] 03/6/2020 10:57

I've recorded the call if anyone wants to listen. The first set of questions that are answered are from myself but they weren't recorded. I've included them below so you know what he is answering;

Q1. Will/is SDX consider/ing alternative methods to increase sales in Morocco such as selling gas in to the large bottled gas market? For example by building their own bottling facility or selling gas to others who would bottle it for sale. Failing options like the aforementioned, how is SDX going to increase sales in Morocco?

A1 (summarised) - Yes, they are looking at alternative methods to sell the gas they have outside of their pipeline. They think the least likely option is selling in to the bottled gas market but did say there were other options available. Didn't say what they were.

Q2. Will SDX look to reacquire the recently relinquished disposed of Southern area of the South Disouq concession? If not, why not?

A2 (summarised) - No one has taken the concession yet and SDX will continue to evaluate whether they think it is worth re-entering.

Q3. Can you offer any comment on why your partner IPR in South Disouq declined to participate in the recent successful drill at Sobhi? Will they be participating in any future drills? How will you drill Young without them? Is there scope to get another partner if IPR no longer participate in any more drills?

A3 (summarised) - partner is not financially distressed, held a different view to SDX on Sobhi and thought it was very similar or similar enough to failed Salah prospect so elected to not participate. Think we can assume they will participate in further drilling and may well elect to back-in to Sobhi.

hxxps://u.pcloud.link/publink/show?code=XZH596kZujrpGehMbIViG5bf1vzbG5Iw9RwX