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Bullboard - Stock Discussion Forum 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 has a portfolio of production and development opportunities in the Deep Basin and the Duvernay. It is focused on the execution of the Company’s organic drilling program across its portfolio, delivering... see more

Bullboard (TSX:SDE)

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(18)
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  • TouchDown12X
Comment by TouchDown12on Nov 11, 2025 3:50pm

RE:RE:Same with CIBC: $9 target

They are Playing Poltics.... Just remember that we are the investers, and play on the actual investment playing field. They sit in the stands on their hands watching the field of play. Just as in ...more  
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(164)
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  • PabloLafortuneX
Comment by PabloLafortuneon Nov 11, 2025 3:28pm

RE:Same with CIBC: $9 target

Like I said, any quarterly performance analysis has to adjust for the historically low unsustainable aeco prices.  At least Scotia and CIBC are fully supporting the company. I still believe RBC ...more  
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(418)
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  • WestcoastenergyX
Comment by Westcoastenergyon Nov 10, 2025 10:18am

RE:SDE - is and expensive version of POU

MHP, I think you posted your pump for POU on the wrong BB.
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(446)
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  • MyHoneyPotX
Comment by MyHoneyPoton Nov 09, 2025 10:18pm

RE:RE:SDE - is and expensive version of POU

That may be public data, not private data. Paramount does not produce their wells unchoked, they keep the pressure in the well bore, because they are drilling the longest well in the Industry, each ...more  
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(8)
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  • ghostzapperX
Comment by ghostzapperon Nov 09, 2025 11:54am

RE:SDE - is and expensive version of POU

A recent research report indicated that From publicly available data, it appears that Spartan has the highest IP30 oil rates of the group.
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(446)
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  • MyHoneyPotX
Post by MyHoneyPoton Nov 08, 2025 11:13am

SDE - is and expensive version of POU

POU is currently getting 2X the netbacks per boe, and has over 1.4 billion in liquidity (cash + securities + existing bank line.)   POU is in the high pressure zone of the play, with 100 ...more  
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  • Jonathon BrownX
Post by Jonathon Brownon Nov 06, 2025 9:32am

Buzz on the Bullboards: Baytex, Theralase, and Bombardier drive investor buzz this week

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(418)
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  • WestcoastenergyX
Post by Westcoastenergyon Nov 05, 2025 10:21am

Bullish reviews

In today's Globe & Mail online investing section: " Seeing it “expanding with vigour,” National Bank’s Dan Payne pushed his target for Spartan Delta Corp. (S DE-T +4 ...more  
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(418)
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  • WestcoastenergyX
Post by Westcoastenergyon Nov 05, 2025 10:15am

Same with CIBC: $9 target

Q3/25 First Look: Continued Duvernay Momentum Accompanies Cash Flow Beat Our Conclusion Spartan Delta exceeded consensus expectations for both production and cash flow, although capital spending was ...more  
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  • WestcoastenergyX
Post by Westcoastenergyon Nov 05, 2025 10:12am

Scotia bullish on results: $8 target

Q3/25 AFF Ahead on Lower Cash Costs; Exceptional Well Results Continue OUR TAKE: Positive. SDE reported Q3/25 Adjusted Funds Flow ~10% ahead of the expectations on ...more  
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(164)
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  • PabloLafortuneX
Post by PabloLafortuneon Nov 05, 2025 1:43am

Q3 - nat gas alternative price scenario

Ie $3 us x 1.4 instead of c$0.82 actual - would they have been near cash flow break even ? Remarkable considering oil growth and acquired acreage. Also interesting deep basin results. Not sure what ...more  
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(164)
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  • PabloLafortuneX
Comment by PabloLafortuneon Oct 30, 2025 4:51pm

RE:CIBC positive commentary on public data

Spartan appear to have figured out the Duvernay such thats it competes favourably with a lot of the Permian and as a result it's been the best oil & gas stock this year share appreciation wise ...more  
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(418)
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  • WestcoastenergyX
Post by Westcoastenergyon Oct 27, 2025 9:31am

CIBC positive commentary on public data

"Spartan Delta (SDE-TSX | Outperformer, Price Target $9.00): We have updated our production estimates following the release of September public data, which was stronger than our expectations by 2 ...more  
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(418)
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  • WestcoastenergyX
Post by Westcoastenergyon Oct 22, 2025 1:56pm

National Bank: SDE Highest Conviction Idea

I don't have access to their report, but retiredcf posted this on another stock's bb: National Bank Heading into third-quarter earnings season for Canada’s energy sector, National Bank ...more  
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  • WestcoastenergyX
Post by Westcoastenergyon Oct 15, 2025 10:24am

CIBC sees great things ahead, raises target to $9

CIBC raises target from $6.25 to $9.00. In the Duvernay, Spartan drilled a three-well pad on the southernmost portion of its land block, completed a four-well pad on the JV, and completed two wells ...more