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TSE:SDE
This summary was created by AI, based on 5 opinions in the last 12 months.
Spartan Delta Corp (SDE-T) has garnered positive reviews from experts, who highlight its strong performance in the Duvernay region through innovative fracking technology that enhances economic viability. The company is noted for its impressive profitability and robust asset value that are on an upward trajectory, with expectations of significant growth potential over the medium-to-long term. Experts stress the importance of patience, advising investors to hold onto shares to allow for compounded returns. Furthermore, the consensus suggests that Spartan Delta is an attractive investment in the junior oil and gas sector, offering high-quality opportunities despite the inherent risks associated with smaller-cap companies. There is a bullish outlook on its decreasing costs and increasing productivity, making it an appealing prospect for growth, particularly given the anticipated influx of private equity in the Canadian oil market.
One of the exceptions he's made in small caps, now owning about 3-4% of the company. Early in identifying significant upside in Duvernay, drilling spectacular wells. Low cost, increasing productivity. Thinks there's significant private equity coming from US into Canada, and the best plays are in the Montney and the Duvernay.
Benefits from both liquid and natural gas upside. A newish name for him. Can't buy it with just a 1-2 year time horizon. (Potential acquisition is never a reason to buy.)
Since 2020, has distributed $1.8B to shareholders (including $9.60 special distribution in 2023). Came out of its shell with an oil play in the Duvernay. Will rerate as it continues to gather scale. Easily sees 20-30% upside, even if oil stays around $60. No dividend.
(Analysts’ price target is $5.18)Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is cheap due to its debt positions. It is about 3x cash flow, which some investors are worried about. The debt is from their Velvet acquisition. Improved cash flow will help decline this debt. Growth looks good. Unlock Premium - Try 5i Free
Spartan Delta Corp is a Canadian stock, trading under the symbol SDE.TO (previously SDE-T on Stockchase) on the Toronto Stock Exchange (SDE-CT). It is usually referred to as TSX:SDE or SDE.TO
In the last year, 6 stock analysts issued a Buy, Sell, or Hold rating on SDE.TO (previously SDE-T on Stockchase). 5 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for Spartan Delta Corp.
Spartan Delta Corp was recommended as a Top Pick by Stockchase Insights on 2021-12-01. Read the latest stock experts ratings for Spartan Delta Corp.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Spartan Delta Corp.
Spartan Delta Corp is followed by 32 investors on Stockchase and is a trending stock that is worth watching.
On 2026-06-12, Spartan Delta Corp (SDE.TO) stock closed at a price of $11.99.
Cracked the nut on how to frack wells economically in the Duvernay. Phenomenal profitability. Approaching fair value. Strategic value of its assets is going up a lot. A double over the medium-to-long term.