Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Edison Update
https://www.edisongroup.com/publication/record-production-and-material-prospectivity/28004
According to Simply wall st Shareholders web page, PW still has a few Shares.
Top 15 shareholders own 64.14% of the company
Ownership Name Shares Current Value Change % Portfolio %
19.48%
Amro Saad Al Menhali 39,876,803 $6.2m 0% no data
18.34%
Ingalls & Snyder LLC 37,539,466 $5.8m 0% 0.4%
6.15%
River and Mercantile Asset Management LLP 12,599,832 $2.0m 0% 0.05%
5.02%
Highclere International Investors LLP 10,273,380 $1.6m 0% 0.22%
4.37%
Nikolaos Monoyios 8,956,000 $1.4m 0% no data
4.33%
Valerie Brackett 8,870,150 $1.4m 0% no data
3.25%
AXA Investment Managers S.A. 6,648,750 $1.0m 0% no data
1.51%
Michael Doyle 3,101,291 $480.7k 0% no data
0.88%
David John Mitchell 1,809,450 $280.5k 0% no data
0.34%
Paul Welch 703,145 $109.0k 0% no data
0.29%
Mark Reid 583,499 $90.4k 26.52% no data
0.078%
Timothy James Linacre 160,000 $24.8k 0% no data
0.054%
Catherine Elizabeth Stalker 111,359 $17.3k 0% no data
0.017%
Nicholas Box 34,706 $5.4k 73.27% no data
0.016%
Michael Raynes
Morocco Signs 2-Year Exploratory Contract With ConocoPhillips on-shore Mesorif in the North of the country.
https://www.moroccoworldnews.com/2020/06/305910/morocco-signs-2-year-exploratory-
contract-with-conocophillips/
If interested you can listen to the whole call on sdx home page, on the first screen that comes up and scroll down on left.
https://www.sdxenergy.com/
You might be interested if you cant make the call.
Prior to the call, a presentation will be uploaded to the SDX Presentation section of the website:
https://www.sdxenergy.com/investors/reports-and-presentations/
Just in case you missed it from SDX home page, link below if interested.
Positive outlook for remainder of 2020 as resilient portfolio continues to generate
cash allowing optionality to grow business both organically and through mergers and acquisitions.
https://s3-eu-west-2.amazonaws.com/wp-sdxenergy-2020/media/2020/05/20082441/SDX-Q1-2020-presentation_final.pdf
Just in case you missed it,outlines this year going forward.
https://www.sdxenergy.com/wp-content/uploads/2020/03/Analysts-Presentation-YE19-Financial-Results-final-for-publication-7-April-2020.pdf
Also test results due from SD-12X (Sobhi) and Q1 Financial results maybe due on May 15 or 18, has been the on the 17th last 2 years which is a Sunday this year. We should get a idea of revenues coming in. Any spare cash left ,maybe they could invest in solar for a change ? plenty of sunshine in Morocco .
From SDX home page.
Apologies if already seen.
23 March 2020
SDX ENERGY PLC ("SDX" or the "Company")
IMPLICATIONS OF FINANCIAL CONDUCT AUTHORITY ANNOUNCEMENT OF 21 MARCH 2020 REQUESTING ALL LISTED COMPANIES TO OBSERVE MORATORIUM ON PUBLICATION OF PRELIMINARY FINANCIAL STATEMENTS
SDX Energy Plc (AIM: SDX), the MENA-focused oil and gas company, announces that as a result of the announcement made by the Financial Conduct Authority on 21 March 2020 requesting that, as a result of COVID-19 uncertainties, all listed companies should observe a moratorium on the publication of preliminary financial statements for at least two weeks, it has been forced to delay today's planned publication of its preliminary financial statements and its audited financial and operating results for the year ended 31 December 2019.
The Company is in dialogue with AIM and other regulatory authorities on this matter and will endeavour to seek permission to release its preliminary financial statements and its audited financial and operating results for the year ended 31 December 2019 as soon as possible.
Predator oil & gas are next in line with Star Valley Drilling. A Canadian company currently undertaking an extensive drilling programme for SDX Energy Plc in the Rharb Basin west of the Guercif using its Rig No. 101. The Rig Option Agreement provides Predator for a rig mobilisation date within a window commencing 15 March 2020 and ending 30 April 2020.
If interested a map on their website shows all parties currently exploring in the same area as SDX.
https://www.predatoroilandgas.com/
Morocco drilling program should report soon, with the Company's planned year end operational update which is due early (January) 2020.
Looking forward to the three higher risk exploration prospects at Lalla Mimouna re-testing the Lalla Mimouna thermogenic gas play at LNB-2, LMS-2 and LGC-1.
To do this, we plan to drill up to three wells, however, if the first well does not meet our expectations, we may move the rig back to our core producing area and complete the campaign by drilling two further lower-risk, but smaller, prospects to add additional reserves.
LNB1 and LMS1 we drilled in the last campaign but can't recall LGC1 maybe relates to the Circle days ?
As a exploration company and with the larger north American rig it would great to drill all three.
Anyway looking forward to some company information on which well is drilled first you never know !
https://www.sdxenergy.com/wp-content/uploads/2019/11/SDX-Corporate-Presentation-November-2019.pdf
The way i read the latest RNS, it quotes they will drill/test the first 4 wells before updating the market and from Mark Reid comments the first well at LM, if the first well does not meet our expectations, we may move the rig back to our core producing area and complete the campaign by drilling two further lower-risk, but smaller, prospects to add additional reserves. Well let's hope the first is a success as it would be a shame if they did not drill all three ,having brought larger rig over from North America.
Thanks to Jaguar on ii....looks like everyone is holding.
Updated list 16/10/2019
https://www.sdxenergy.com/investors/significant-shareholders/
Hi tigris that's the way I see it, also as to PW and the wells flowing, might be wrong but there no gas pipes laid to that area that i can see. Still should be interesting when the 3 new wells are finally drilled.