SDX Energy Archives - Malcy's Blog

Oil price, Rockhopper, DGO, SDX, Wentworth

Oil prices vacillated ahead of the Opec+ meeting tomorrow but the EIA STEO yesterday showed yet again lower demand numbers and the US going back to being a net importer this year. Rockhopper showed a good set of figures with further strong cost cutting and the Navitas deal validating Sea Lion. DGO have made an acquisition just as expected in these markets, accretive returns will 'validate' the dividend. SDX have a discovery in Egypt and Wentworth has comforted the market with regard to its 2019 results.

Malcy2020-04-08T11:05:10+01:008 April 2020|Categories: Daily Blog|Tags: Diversified Gas & Oil, Rockhopper Exploration, SDX Energy, Wentworth Resources|2 Comments

Oil price, IOG, Premier, Reabold, Tower, BPC, President, VOG, Pharos, SDX -And finally…

It seems that despite the occasional up day like today most are down, except the shipping market which is like Christmas Day at the moment. Today i look at iog with a very decent plan for the project, Premier which like others is struggling, Reabold with cheap production in California, Tower an up to date CPR, President with prices in Argentina might be sticking, VOG with new CEO Roy Kelly, Pharos looking ok but Egypt might take the brunt and a success for SDX. And BPC who have delayed their well...

Malcy2020-03-13T14:47:31+00:0013 March 2020|Categories: Daily Blog|Tags: Bahamas Petroleum, IOG, Pharos Energy, Premier Oil, President Energy, Reabold Resources, SDX Energy, Tower Resources, Victoria Oil & Gas|0 Comments

Predator, SDX

Predator announce successful receipt of an EIA for its programme in Morocco whilst SDX has success in Morocco but a duster in Egypt.

Malcy2020-03-04T14:14:13+00:004 March 2020|Categories: Flash Blog|Tags: Predator Oil & Gas, SDX Energy|0 Comments

February Bucket list update…

It's Bucket List time and the February update is out today, cue trauma.....

Malcy2020-02-24T17:45:32+00:0024 February 2020|Categories: The Bucket List|Tags: Amerisur Resources, Aminex, Chariot Oil & Gas, Echo Energy, Eco Atlantic Oil & Gas, Far Limited, Genel Energy, Hurricane Energy, Jersey Oil & Gas., PetroTal Corp, Predator Oil & Gas, President Energy, Reabold Resources, Rockhopper Exploration, RockRose Energy, Savannah Petroleum, SDX Energy, Serica Energy, Trinity Exploration & Production, Victoria Oil & Gas|8 Comments

Oil price, DGO, Far, Ascent, SDX – And finally…

The oil price will have done well to increase on the week in the face of the inscrutable Chinese virus as well as the 1H oversupply situation but Opec+ production cuts will help that. Today DGO announce a buy-back, on an 11% yield punters should follow, Far suffer at the hands of the Court of Arbitration but are set fair in West Africa. Ascent Resources, where shareholders have been crying out for restructuring have now got just that and SDX spud at South Disouq.

Malcy2020-02-14T13:12:02+00:0014 February 2020|Categories: Daily Blog|Tags: Ascent Resources, Diversified Gas & Oil, Far Limited, SDX Energy|2 Comments

Oil price, SDX Energy, Block Energy- And finally…

Oil remains weak due to the Corona Virus and SDX update on success in Morocco and plans for Egypt. From yesterday, comments about Block Energy who's report was overdue and the market is uncertain about size of the success.

Malcy2020-01-28T13:19:35+00:0028 January 2020|Categories: Daily Blog|Tags: Block Energy, SDX Energy|2 Comments

Oil price, DGO, SDX – And finally…

Oil fell, China disease and the IEA report knocked sentiment. DGO have tidied up the debt but the shares look amazingly cheap at the moment. And yesterday SDX updated the market with good production numbers, solid capex expectations and cash to fully fund their programme.

Malcy2020-01-23T11:25:49+00:0023 January 2020|Categories: Daily Blog|Tags: Diversified Gas & Oil, SDX Energy|0 Comments

Predator, SDX

Good news from Predator in Trinidad as the CO2 EOR makes further progress and SDX gets first gas at South Disouq.

Malcy2019-11-12T08:57:22+00:0012 November 2019|Categories: Flash Blog|Tags: Predator Oil & Gas, SDX Energy|0 Comments

Oil price, Rockhopper, Chariot, SDX, Europa – And finally…

Oil came back sharply yesterday as the Saudis said that production would be back to normal by the end of this month, way sooner than expected. Rockhopper results are fine but its all about Sea Lion which is progressing waiting for senior debt and of course the Ombrina Mare arbitration. At Chariot they have a CPR over additional prospects in the Lixus licence which takes the number to over TCF. SDX has had a find in Egypt and adds 315 b/d to production and EOG has been awarded an offshore licence in Morocco, the current hot post code internationally.

Malcy2019-09-18T12:19:09+01:0018 September 2019|Categories: Daily Blog|Tags: Chariot Oil & Gas, Europa Oil & Gas, Rockhopper Exploration, SDX Energy|4 Comments

Bucket list 6 month update.

Today is the interim Bucket List with a look at performance since February, the good the bad and the ugly and with two stocks dropping out to be replaced in the list.

Malcy2019-08-30T13:14:34+01:0030 August 2019|Categories: The Bucket List|Tags: Amerisur Resources, Aminex, Chariot Oil & Gas, Echo Energy, Eco Atlantic Oil & Gas, Far Limited, Genel Energy, Hurricane Energy, Jersey Oil & Gas., President Energy, Reabold Resources, Rockhopper Exploration, RockRose Energy, Savannah Petroleum, SDX Energy, Serica Energy, Sound Energy, Trinity Exploration & Production, Victoria Oil & Gas|6 Comments