Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks,
Sasha 268 is the futures price not the day ahead price. The day ahead price fell 50% today.
https://twitter.com/oilsheppard/status/1550068709582147584?s=21&t=nUD-jNj_ogXcDpYyNEhS5A
Thanks shakey that looks like it.
Does anyone know where you can get NBP day ahead prices?
It’s easy to get the futures price but I can’t find the spot price.
Hi,
Can anyone point me in the direction of the shareholder register. Do you have to go through the FY results?
Thanks
Thx Illaquens,
Frustrating that they don’t make that clear in their RNS
Can anyone point me in the direction of the exact terms of the financing of the sandfire shares purchase? Does it mean that MTR will have to sell SFR shares should the price of the SFR shares fall by a substantial amount?
Why wasn’t that a directors deal RNS’d?
Found this
https://twitter.com/mobilepunch/status/1527563976384602112?s=21&t=8UFAFU6v4c1r4C7qCcuSNA
Hi NoQM,
They also have a Depletion charge in their Q4 results which I am not sure what to do with. If that’s recurring then it takes a big bite out of profits. It was $31M. Otherwise your numbers look about right.
Thought the chart comparison with MPE was interesting.
https://twitter.com/manicminer222/status/1511698306761641989?s=21&t=1anHeWqqwO8AcAUteyH_Aw
Hi,
Can anyone tell me how much the NSR will deliver in revenues per year with the planned 5.2Mtpa Expansion?
Thanks for any help
Hi sea tank,
I get the same numbers as you. I actually don’t think the deal changed the value proposition of SEPL on an EV basis. However it’s the structure of the deal does change things i.e they took on debt not equity. With the current oil price and the geopolitical premium that is likely to remain Seplat should be converting debt to equity at a ferocious pace. I thought it was great value before the deal but now!!! And with ANOH to come as well. Seplat was trading on a PE of 4 back in 2018/19. The oil price and production are now dramatically different but the share price is perplexing lower. I am happy to wait it out. Wish I could buy some more. GLA
I bought before the deal. Even without it you have potentially 60K Boepd & ANOH early next yr & AEP meaning production problems r vastly reduced. The MPNU deal is just the icing on the cake. Don’t get me wrong it’s gold plated. GLA
Well isn’t that good news. LFG
It does look like people r starting to wake up to the value here though.
Hi,
Is this additional revenue from the North Sea assets on a yearly basis. i.e will they get $240m this yr and each yr after until 2025?
Wtf!!! Surely the cost of the trade is larger than the value of it in total?
Sure hope u r right. It’s a steal here
MPE hasn’t moved either and REA hasn’t done much recently despite the rise in CPO. Compare that to the fertiliser stocks which have taken off.
I can’t understand why AEP is not moving up in price. However taxes and exports restrictions may be eating into possible gains?
“with an effective date of 1 January 2021“
Wow