Ann: 2022 Half Year Results, page-8

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veeone

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23/02/22

12:57

Post #: 59760267
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Originally posted by nelson_peltz: ↑

It's an interesting time for the company imo. They have been going on about the oilsands for 2 years and how this was going to be the flag in the ground that we have arrived as a company. To miss it is a pretty big miss which justifys the selling over the last 6 months down over 50%.
Imagine management is also pretty disappointed about this but it will be good to see the reaction and how they deal with it. Have we hit our peak and will grind down lower for years. Will we simply plod along with small contracts breaking even or will we see them dig deep and prove Syncrude wrong. Only time will tell but it's going to be an interesting story to watch.
Now that boarders are down and COVID is no longer an excuse let's see what they can do before the end of this FY. Should be a very telling yearly report.

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Hopefully some better news before the yearly.
Must have been a lot of holders that sold in the past few days had their hopes pinned on the oils sands project.
There's more than one feather in our cap in the way of projects though so happy to hold as SDV is a long term hold for me as I'm happy to wait and see where management can take us.
Think sell off is overdone considering it was one project.
Did the market think it was worth 40-50% of the SP prior to the announcement we had missed out??? Surely not.

SDV Price at posting: 46.0¢ Sentiment: Hold Disclosure: Held
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