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Bullboard Post History

by Fyordian

V.LGN

Eight Capital First Impressions

LGN announced Q3/23 results, updated H2/23 guidance, and its 2024 budget...

November 23, 2023

T.SDE

RE:RE:RE:RE:RE:TD12 and Terrible

Going off last weeks strip... Baseline $250m FFO $150m capex which includes...

November 9, 2023

V.LGN

RE:RE:RE:Alberta LSD Coordinates

Sorry, its "LinkedFacilityOperator"

September 12, 2023

V.LGN

RE:Alberta LSD Coordinates

I don't have the information readily available for reference in front of...

September 11, 2023

V.LGN

Eight Capital Initiating Coverage

Main argument: We are launching coverage of LGN with a BUY rating and a...

August 3, 2023

V.LGN

RE:Eight Capital

I've been wondering where the EC coverage has been. Guess they had to...

August 2, 2023

V.LGN

Logan Energy value per Feb 2023 Equity Research

Eight Capital Breakdown of SDE asset value segmented into YieldCo, SpinoutCo,...

July 31, 2023

V.LGN

RE:RE:Logan has 549v million shares o/s fully diluted

People miss the big picture. The entire reason LGN is at $1.20 today is...

July 31, 2023

V.LGN

RE:Wow!!!!

Eight Capital appears to be leading the pack with their aggressive buying...

July 28, 2023

T.SDE

RE:Recommendation

I believe that Deep Basin assets were for sale and Spartan just wasn't...

July 13, 2023

T.SDE

RE:RE:RE:RE:RE:RE:RE:RE:RE:Insiders filling their pockets

Exactly, the entire strategic restructuring transaction is being executed at...

April 27, 2023

T.SDE

RE:RE:RE:RE:RE:RE:RE:Insiders filling their pockets

I sorta disagree with the $60M valuation. If you're going to call it a...

April 26, 2023

T.SDE

RE:Details circular for shareholders

https://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issuerNo...

April 20, 2023

T.SDE

RE:RE:RE:RE:RE:Insiders filling their pockets

Did you even read the presentation? NPV10 TP = $1.3b NPV10 TPP = $2b Range $1...

April 12, 2023

T.SDE

RE:RE:RE:Insiders filling their pockets

The issue is that SDE is tainted with Makarov. It's pretty obvious he...

April 12, 2023

T.SDE

RE:Insiders filling their pockets

What's unfair about this transaction? Everyone gets in at a $0.35 cost...

April 6, 2023

T.SDE

RE:RE:The Way Ahead?

Logan spin out is already oversubscribed. The price is cheap and the assets...

March 30, 2023

T.SDE

VIII Capital - SDE note

"SDE-T (BUY; TP: C$27.00) is likely very close to a conclusion around...

March 27, 2023

T.SDE

RE:RE:The Tale of Two Cities.....

There's a blackout period until they report earnings in March. That...

February 22, 2023

T.SDE

RE:CIBC

We believe the proceeds could be used to support a substantial issuer...

December 2, 2022

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