
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 attention from various experts who highlight its innovative approach to fracking in the Duvernay region, leading to remarkable profitability. The company is viewed as a high-quality junior player in the oil and gas sector, with significant strategic assets that are expected to appreciate in value. Experts emphasize the importance of a long-term investment strategy, suggesting that patience will reward investors as the company continues to unlock value through advanced technology and efficient drilling. There is a general feeling that Spartan Delta has substantial upside potential, particularly as private equity investments flow into Canadian plays. Overall, the company is seen as undervalued with a promising trajectory ahead.
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 2026-06-26, Spartan Delta Corp (SDE.TO) stock closed at a price of $11.21.
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.