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Spartan Delta Corp T.SDE

Alternate Symbol(s):  DALXF

Spartan Delta Corp. is a Canada-based energy company. The Company is engaged in exploration, development and production of crude oil and natural gas properties in western Canada. The Company is focused on acquiring a diversified portfolio of assets. It has a portfolio of production and development opportunities in the Deep Basin of Alberta. It is focused on the execution of the Company's organic drilling program, delivering operational synergies.


TSX:SDE - Post by User

Comment by TouchDown12on Dec 01, 2023 1:35pm
147 Views
Post# 35763900

RE:RE:RE:RE:RE:RE:RE:RE:Question?

RE:RE:RE:RE:RE:RE:RE:RE:Question?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 growth focussed value creation runway over the next 12-18 months that was supiorior to the yield structure assumed? I know I am reading way beyond the know lines - and it would be unorthodux - but my experience with SDE (and Logan) is that they aren't in the biz of losing propositions. Look at the pathway from June 2020 to March 2023.  Now that you guys mention it, it could be there is a plan beyond the abandoned one (yield). Totally speculating but it would explain some of the out-of-character stuff since Q3 release. Anyhow, i feel a little better about the prospects today then yesterday. It's the darn waiting to be rewarded (long growth story) yesterday that was frustrating. That's why i hold lots of Logan. Maybe their plans are different in pathway but have a similair timetable (24 months) as Logan? However, the question one of you raised about "why spin-off Logan if that is the case" as an eye-opener. I can't read their minds but i can try to understand their perscpective. We will see. TD12
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