bullish
SCZ: Seasonally Weak Q1, Stronger Results Moving Forward
SUMMARY
- Santacruz reported its Q1/25 production results, missing our expectations due to pronounced seasonality and various operational challenges which have now been resolved.
- AgEq production came in at 3.7Moz compared to our estimate of 4.5Moz, representing -10% QoQ and -5% YoY.
- SCZ is up 217% since our initiation report, yet still remains mispriced, in our view.
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