| TOP PICK | 2.670 | Peter Hodson | Can't believe what has happened to the stock price. Fully financed and have great assets in the North Sea and Argentina. A hedge fund in the UK has been putting pressure on the stock. Trading at 1.25X cash flow on a 1-year basis with the net asset value in the $6-$7 range. Looking for it to get back to its old high. | 2008-08-27 | |
| Comment | 2.560 | John Stephenson | There is a cap on what they can get on oil/gas in Argentina. Also operating in the North Sea. Having 2 separate reservoirs it is hard to see how they can exercise their strategy | 2008-08-22 | |
| Comment | 2.650 | Frederick Kozak | About ready to start drilling on the Fine field in UK North Sea. If successful, they will have enough information to submit a field development plan to UK government. Also developing Causeway that is scheduled for production around the end of 2009. Have about 18 months before they see first oil. Likes the name, management and prospects but the market may work against it over the next year or so. | 2008-07-16 | |
| BUY | 4.090 | Peter Hodson | Great little company with assets in South America and the North Sea. Well financed. A great take over play. | 2008-03-17 | |
| DON'T BUY | 4.220 | Glenn MacNeill, P.Eng. | Reasonably positive. This is a junior oil company that has Argentinean production, which is relatively low. This is a country that has added higher royalties on to the producers. Also have some North Sea prospects that looks pretty interesting. A “wait and see” story. | 2008-03-07 | |
| Comment | 4.660 | Peter Hodson | Weak last week because Argentina changed some of the tax royalty rates for oil/gas production and their cash flow is from Argentina. All the upside for this company is in the North Sea, where they have had some great success. Market doesn't understand the big potential. Thinks Oilexco (OIL-T) would like to take a run at this company. | 2007-11-26 | |
| BUY | 8.160 | Jean-Francois Tardif | Not producing yet but they have a multitude of plays. Will be doing a lot of drilling and some of their targets are worth the stock price. Some of the targets are low risk and can justify the stock price. Risk/reward is very attractive. | 2007-07-16 | |
| DON'T BUY | 7.870 | Bill Carrigan | If you own it, be careful and watch for the spike. Wouldn't Buy at this point. | 2007-07-10 | |
| Comment | 4.400 | David Taylor, MBA, CFA | Very high risk. Doesn’t own in his fund, but owns some personally. Could be worth a lot or very little. Has low risk assets in Argentina and drilling is hugely successful. Also drilling in the North Sea. Has plans to spend hundreds of millions, but generating very little cash flow. | 2006-12-18 | |
| BUY | 3.880 | Jean-Francois Tardif | Have an Argentina play where they are drilling and increasing production very rapidly. Also have another play in the North Sea where they are talking big numbers. Little riskier situation because stock currently doesn't justify current revenues and current profits. They are building up reserves. Could be double in the next couple of years. | 2006-09-06 | |
| HOLD | 3.870 | Peter Hodson | A few weeks back, discovered a very nice oil well in the North Sea and the stock had a huge run and is now consolidating. Has a very good asset base in Argentina that supports the cash flow to the company. They are expanding and hitting some pretty good wells. | 2006-08-28 | |
| BUY | 3.650 | Glenn MacNeill, P.Eng. | Announcing some good results out of Argentina but these assets are not as valuable as their recent major find in the North Sea. They have a number of things they have to do to get it on production, which will be at 2/3 year time process. | 2006-08-23 | |
| BUY | 0.900 | Bill Harris, CFA | Hit a big dry hole, so the stock fell off the cliff. Now that it's shaken out, feels that it's worth $1/1.10 on existing reserves. Still have a great exploration profile out there. Speculative. | 2005-01-07 | |
| WEAK BUY | 0.940 | Glenn MacNeill, P.Eng. | High risk/high reward type of company. Have about 450 barrels production in Argentina. Also drilling in the North Sea. Very speculative. | 2004-12-29 | |
| DON'T BUY | 1.020 | Joseph Schachter | Not comfortable with this story. Feels that there is $0.50 of hard value to the story. | 2004-11-08 | |
| BUY | 2.090 | Peter Hodson | Farmed out about 2/3 of their holdings rather than risk their capital. Good strategy. | 2004-09-24 | |
| BUY | 1.540 | Peter Linder | The only international Junior that his fund owns. Drilling a very high impact well in the western part of Australia. If they hit, it will be a $20 stock. Risky, but lots of upside. | 2004-08-19 | |
| BUY | 1.000 | John Clarke | Have just announced that they have hired a rig and will drill their Western Australia offshore properties. A good speculation. | 2004-04-26 | |
| BUY | 1.000 | Glenn MacNeill, P.Eng. | Have a lot of international prospects in front of it. A good portfolio of exploration exposure. | 2003-11-05 | |
| WAIT | 1.100 | John Clarke | The next big upside will come from prospects off the coast of Northwest Australia. Had a dry hole in a high potential well in Tunisia. Wait for announcements on potential drilling dates. Have strong prospects. | 2003-10-27 | |
| DON'T BUY | 0.960 | Glenn MacNeill, P.Eng. | High risk/high reward. Very speculative. Their reserves are in foreign countries. | 2003-01-28 | |
| BUY | 1.030 | David Cockfield | Not a big fan on offshore stocks, but not a bad speculation. Could double if they get a hit in Indonesia. | 2003-01-24 | |
| BUY | 1.250 | John Clarke | Speculative. Major prospects on global drilling. | 2003-01-08 | |
| TOP PICK | 1.000 | John Clarke | Good property. | 2002-12-04 | |
Experts that have talked about Antrim Energy
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