Spartan Delta Corp T.SDE

@ the Bell: December kicks off on a high note

[PabloLafortune]

Black Friday was a little disappointing.  Although to be honest, the friends and family sales had the best deals back in the day plus you didnt have to wait in line for hours with the plebs

[Jon Brown]

Canada’s main stock index took off on Friday, with industrials leading the charge, followed by metals. Chinese data boosted the mining market. read article.

[TouchDown12]

Will the LNG horizen event be factoring into this? Will AECO become less relevant with LNG start-up in 12 months (or so)? Did they do some backroom DD and found that there is a case to be made for a

[PabloLafortune]

Excellent point.  You see the LNG deal ARX signed with Cheniere and expanded two days ago.  If you're small, you may not get those opportunities.  Marketing diversifiation via

[TerribleEng]

I think this is looking more and more like the game plan. Selling Deep Basin assets with AECO at $2.25 for the next year out may be hard. 

[Seppelt]

It could be wishful thinking but these guys never stand still. I wonder if they plan to sell Deep Basin, distribute some proceeds and use the rest to expand and develop West Duvernay.  In the

[PabloLafortune]

Spartan Delta's market cap is the same as Pine Cliff's now.

[Jon Brown]

Canada’s main stock index saw upward movement Thursday as crude oil prices fell, and the TSX tried to snap a four-month losing streak. read article.

[TouchDown12]

Thanks for the comments folks. You are both correct about the Spartan + Logan combo and what it's parts to the whole represent. I am holding both but for entirely different reasons. One for yield

[TerribleEng]

No to mention,  You release a PR about an acquisition. You don't state the reserves, how these assets will be accretive or fit in the business plan... or even the capital plan you announced

[TerribleEng]

Ditto.  We went from seperating Logan + Spartan based on a growth platform and a yield company. That was the entire justification. Logan assets got transferred at 25% of the current market value

[Seppelt]

I think, Gold Creek and Montney in general attracted a lot of investors. These investors are least interested in gassy Deep Basin and have either sold at about $14 or took the $9.50 dividend, Logan

[TouchDown12]

It looks like (to me) with the relentless selling that it maybe a fund unloading; OR The other point of view is if someone bought the stock at 9.50 or above; took the divedend payout (9.50 and LGN

[retiredcf]

Still looking for a double. GLTA Spartan Delta Target Lowered by National Bankshares C$7.25 C$6.50

[Jon Brown]

In the past week, the energy sector has been leading downward pressure on Canada’s main stock index as crude oil prices continued to fall. read article.

[TouchDown12]

Well that was a fun day with SDE.... going to go through re-rating (neutral at best) and tax loss now till the end of December I suspect. Value - Yes - but no fun. TD12

[Seppelt]

These analysts are just repeating the press release, including: "offsetting operators have shown promising results" Do they know which operators and what results? Why not to provide a list

[retiredcf]

A generally positive reveiw from an analyst who hasn't been much of a fan (ie. he only has a $4.00 target). GLTA EQUITY RESEARCH November 28, 2023 Earnings Update SPARTAN DELTA CORP.