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𝛼SKbullish
SCZ: Soft Q2 Production Results Due to Flood
SUMMARY
- Santacruz reported its Q2/25 production results, missing our expectations due to flooding at Bolivar which has now been resolved.
- AgEq production came in at 3.5Moz compared to our estimate of 4.6Moz, representing -4% QoQ and -15% YoY.
- SCZ is up 306% since our initiation report in January, yet still remains mispriced in our view.
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