Equity Heritage Portfolio Review - July 2024 - Seplat Energy Plc
SEPL.L: Nigerian oil/gas producer. £1.93/share, $1.5B mkt cap. Legal hurdle cleared for ExxonMobil asset (MPNU) acquisition, boosting deal prospects. Potential price catalyst on deal close. Q1 results due July 30. Bullish on acquisition progress, awaiting financials.
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