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seplat video conference organiser lse, should be interesting.
https://*********************/events/london-stock-exchange/seplat-energy-nigeria-s-leading-independent-energy-company/1990
The link is via research tree
Wwwdotresearch-tree.com
copy/substitute into the starred areas hopefully then the link will function.
Great Interview. Highlights for me are the deal will mean tripling the revenue and Seplat are currently supplying about a third of Nigeria's gas needs.
I found the video v hard to access
This is another link:
https://www.lsegissuerservices.com/spark/SeplatPetroleumDevelopmentCo/events/fb275527-e7da-49aa-bdd6-35196a1364ca
The website is wwwDOTlsegissuerservices.com
Why don't they make it easier for investors to access?
Anyway, fantastic summary from Roger, who reiterated their plan to raise the dividend and that MPNU will be completed very soon
Hi seatank, thanks for the link but it shows a interview from 2021, which in itself was interesting too watch, I think you have you have to subscribe for the latest video, I am definately encouraged by the comments from other posters to say how positive it was. I was flicking through YouTube and found this from a few months ago which is worth a watch and not too long. Surely the deal is not too far away now with Exxon, lots of news due soon, exciting times.regards H.
Link might help 😊
https://www.youtube.com/watch?v=sPxr1fMcSdM
Hi seatank thanks for that. Great interview...he sounds very positive
Herminator,
The link provided by SeaTank8300 is to a video with a interview made 2 days ago, not 2021. The 2021 that you saw was a reference to an event previous to the aforementioned one.
Great interview btw. I'm feeling more confident MPNU is in the bag.
Hi sw yes I have now watched the interview from a couple of days ago and I also agree that Roger seems to be super confident, he also to me has a gleeful eager looking yes this is happening, it’s also interesting why the Exxon deal was chased after, to me it was because of the abundance gas contained with the shallow water blocks. Nigeria with seplat will develope great infer-structure supplying gas to millions of people eventually. Good also talks about the longevity of the company 25 years plus. Also moderate uplift in divi imminent. I’m really pleased I have held my nerve after these few years and added where I could to my smallish but blossoming investment. Regards H.
The youtube video that followed on from this was https://www.youtube.com/watch?v=_5hYsdVbW2E
Very interesting interview with African Billionaire Aliko Dangote
He explains that at the current rate of population growth Nigeria will be the 3rd most populous country in the world by 2050, behind only China and India.
What a growth market and what better energy company than Seplat to invest in?
I was thinking about how SEPL will trade following regulatory approval of the acquisition of MPNU and I think it will probably gap up a fair bit but not a huge amount as the stock has a very limited following among institutional shareholders and nil following from hedge funds. So for those of you who don't yet have a large position in the context of your portfolio, I think you'll have an opportunity to raise your positions once the news has been confirmed. Once the prospectus is published, we'll have clarity about MPNU's financial position and a lot more to go on. Hopefully at that time more institutionals will be sniffing around, starting to understand the potential yield and growth implications. Still, I think it will be a stead crawl upwards in the share price, not a huge jump. That's my view, we'll see what actually happens. I guess what i'm saying is, patience will continue to reward here.
I am overweight here ST. Macro is a key driver imo even without a deal. Nigeria is a pretty good place to invest with organic growth esp in energy and being an African country that everyone wants to make their friend!
That’s even before the SEPL fundamentals!
Usual caveats
Trek