RE:RE:RE:When are folks cutting SDE back?// Fauxtomato check for mess"What scares me is so how dangerously clever I feel" I feel a very similar way but I really can't understand the EV difference between NVA and SDE.
If you look at their presentation their Free Cashflow for their two main assets its $375 million at $80 WTI and 3.75 aeco. It's only because they are feeding their develolpment properties that it is being brought down. They could sell Karr, Simonette and Flat rock and probably be debt free. Maybe debt free if they just sell Karr?
I also noticed they started placing some gas hedges as well. I wonder if they are planning a dividend? After Q2 they should have paid down enought debt to consider one. Their new hedges start in Q3. Again all speculation.
Is anyone attending the AGM, since this is all our largest holding?
FY