Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on SAN LEON ENERGY PLC. We currently have 14 research reports from 5 professional analysts.
|24Nov16 04:34||RNS||Director's Dealing and Shareholding|
|22Nov16 04:35||RNS||Price Monitoring Extension|
|18Nov16 08:25||RNS||Sale of Polish Assets|
|08Nov16 07:00||RNS||Settlement with Avobone|
|11Oct16 05:54||RNS||Polish Court Decision|
|06Oct16 12:37||RNS||Holding(s) in Company|
|30Sep16 07:00||RNS||Interim Results and Nigerian Operational Update|
Frequency of research reports
Research reports on
SAN LEON ENERGY PLC
SAN LEON ENERGY PLC
GMP FirstEnergy ― UK Energy morning research package
21 Nov 16
Pacific Exploration and Production Corporation (PEN CN) 1,6: BUY, C$68.50; corporate restructuring happened post 3Q16 results | GeoPark Limited (GPRK US)1,6: BUY, US$6.50; 3Q16 results and better than expected 2017 guidance | EnQuest (ENQ LN); SPEC. BUY, £0.50: Production Update | San Leon Energy (SLE LN) (not covered): Sale of Polish assets to Palomar Natural Resources | Tethys Oil (TETY SS)6: Hold; SEK70, New boundaries for Block 3 licence area onshore Oman | Wentworth Resources (WRL LN/NO)1,6: Buy; £0.50, Directors buying shares in the company
30 Aug 16
CONCURRENT TECHNOLOGIES (CNC LN) | ELLERSTON GLOBAL INVESTMENTS (EGI AU) | ITM POWER (ITM LN) | LXB RETAIL PROPERTIES PLC (LXB LN) | OSIRIUM TECHNOLOGIES PLC (OSI LN) | P2P GLOBAL INVESTMENTS PLC (P2P LN) | PETRO MATAD LTD (MATD LN) | REX BIONICS PLC (RXB LN) | SAN LEON ENERGY PLC (SLE LN) | SOUND ENERGY PLC (SOU LN)
Transformational Nigerian Deal in Place
26 Aug 16
OML 18 is already delivering excellent returns, having seen oil production increase five-fold in the past year alone. This looks set to continue, with lowrisk growth forecast to expand output to 200mboepd by 2020. Operating costs are low, while visibility is underpinned by a substantial hedging position for 2016 and 2017 at US$95/bbl, a disproportionate cash sweep plus corporate guarantee from Midwestern Oil & Gas. San Leon Energy (‘the Group’) will also have the option to provide oilfield services to the operator based on 5-years of capex expected to total some US$1.5bn. The summation of these prospective cash flows alone suggest a NPV10% of around US$515m, while a 2017E projected figure of US$102.5m suggests an earnings multiple of just 2.9x, together with a 16.5% yield based on a market price of 49p/share. Even if the Group delivers only half of it ‘best case’ expectations, the shares remains quite dramatically undervalued relative to their obvious peer group.
30 Nov 16
Abzena (ABZA): Interim results indicate happy customers (BUY) | Horizonte Minerals* (HZM): Fund raise completed (CORP) | SacOil* (SAC): Half-year trading statement (CORP) | Revolution Bars (RBG): New openings (BUY) | Amino Technologies* (AMO): Multi operator FUSION roll out (CORP)
Small Cap Breakfast
29 Nov 16
Asia Pacific Investment Partner - the research-driven emerging and frontier markets real estate development business intends to float on AIM and conduct a placing in December RM Secured Direct Lending - The secured direct lending fund intends to float on the Main Market on 15 December raising up to £100m Diversified Oil & Gas— Schedule One now out. $60m to be raised. Expected admission 6 December. Creo Medical Group —UK based medical device company focused on surgical endoscopy, a recent development in minimally invasive surgery. Admission due 7 December. Fundraising details TBA.
GTL transaction not going ahead
01 Dec 16
Intelligent Energy (IEH) has announced that the deal to acquire the Energy Management Business of GTL will not now be consummated. The move leaves management free to concentrate on driving sales of commercially ready B2B products, which is a key element of its strategy. We adjust our FY17e revenue estimate while leaving our pre-exceptional losses and cash-flow forecasts unchanged.
01 Nov 16
Since our last outlook note, Quadrise has begun to supply MSAR for extended LONO sea trials, paving the way for commercial adoption from calendar H217 onwards. In August it signed a memorandum of understanding with clients in the Kingdom of Saudi Arabia (KSA), which is a key enabler for progressing the production-to-combustion pilot there. In October it completed a placing and open offer raising a total of £5.25m (gross). This should enable it to transition comfortably to the commercial phase on successful completion of the LONO and KSA trials.
24 Nov 16
Quixant* (QXT): Gaming gains (CORP) | SCISYS* (SSY): Bringing good news from Germany (CORP) | Hayward Tyler Group*: Contract wins (CORP) | Sound Energy (SOU): TE-7 flow rate and fund raise (BUY) | Water Intelligence* (WATR): Growth and improving returns in a defensive market (CORP) | Imaginatik* (IMTK): Interim trading update (CORP)