Sdx Energy Share Discussion Threads

[roman2325] 27/11/2023 09:09

Personally:
a. Focus on drilling gas - its your only USP.
b. Everyone is already in green energy and it won't lower your borrowing costs if no one wants to lend to you.
c. 'Extend its exisiting gas transportation infrastructure'? Maybe someone can enlighten me but its not Vitol and they'll get squeezed out if they try and compete

Lets drill for gas, find gas, sell that gas cheaper than the competition and grow organically, strengthening the relationship with Onhym. A lot of areas where this can grow wrong (again), lets just focus on execution

[winnet] 27/11/2023 08:53

hxxps://wp-sdxenergy-2020.s3.eu-west-2.amazonaws.com/media/2023/11/SDX-Presentation-Nov-2023.pdf

intresting!

A 10-well drilling campaign...

Lots of stuff to digest there.

Who is Aaron LeBlanc, "Senior Advisor"... why is this guy all of sudden on the exec team without an announcement.

[littlened] 27/11/2023 08:46

The future is new management whose interests are aligned with shareholders through options.Aleph don’t run SDX

[winnet] 27/11/2023 08:33

sounds like when not if...

"With the upcoming disposal of Egyptian assets and a series of exciting opportunities in Morocco"

[winnet] 27/11/2023 08:30

spot on 34.

[34adsaddsa] 27/11/2023 08:27

The past is often a good guide of what will happen in the future, particularly when it comes to the behaviour of individuals. Aleph have a history of putting their own interests before those of SDX shareholders.

[littlened] 27/11/2023 08:24

Who cares about history.Investment is all about the future

[34adsaddsa] 27/11/2023 08:14

Yes, Aleph screwed over other shareholders by blocking the deal, but Tenaz made a different acquisition following the failure of the SDX takeover so their share price performance isn't necessarily a good indicator of what SDX shares turned into Tenaz shares would have been worth.

Personally, I sold for a bit under 10.5p.

[winnet] 27/11/2023 07:45

Yes, all on track...

[neo26] 27/11/2023 07:43

The disposal is close too.

[chrisdgb] 27/11/2023 07:22

Update……

[neo26] 26/11/2023 21:38

Dollars or pounds.Im saying 12m pounds...

[littlened] 26/11/2023 21:26

Really don’t know,lots of variables.Anything from £12 to £20

[neo26] 26/11/2023 19:14

In your view what value do you think they will get for egypt asset?

[littlened] 26/11/2023 19:12

Irrelevant,deal was voted down by shareholders,end of !

[neo26] 26/11/2023 19:09

The deal was you get shares in Tenaz, after this offer few months later Tenaz shot up.Can you see sdx at 20p a share in 12 months?What do you value egypt asset?

[neo26] 26/11/2023 14:26

In hindsight they should have taken deal, tenez shares at 11p because months later the share price went up to the around 18p in sdx shares.Baby steps, let get the sale through first.

[winnet] 26/11/2023 12:40

New strategies always cost money!

But I would that any raise is at much higher prices as we didn't take 11p from tenez so why fund raise below...

[neo26] 26/11/2023 11:50

On top they are goin to agree upfront offtake with chinese company, larger payment than previous.

[littlened] 26/11/2023 09:31

Management now have skin in the game with options .They have not been able to invest before as throughout they have had ‘commercially sensitive information’.Why fundraising ?Egyptian proceeds should cover all short term needs.

[winnet] 26/11/2023 08:50

Anyone concerned about a potential fundraising here. Been shafted before and with mgt having no skin in the game, it's a concern.

[neo26] 25/11/2023 18:47

I dont think so, with Gould been appointed ceo one would assume the deal is almost complete.I think next week is a good chance the deal will be announced.

[dekle] 24/11/2023 17:39

Surely just a bit of out of one pocket into another. Between spouses or swapping to trusts perhaps

[neo26] 24/11/2023 17:07

1m at the end.Someone is buying big