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| SELL | 12.370 | Michael Decter | Was taken public and a lot of insiders dumped a lot of shares afterwards. A lot of early investors did very, very well, but not the later investors. Put a negative market sentiment around the company. He is among the people taking a second look. It was always an attractive company but it was over promoted. Required a lot of consolidation to come back on the radar screen. Taking some cash now is a reasonable thing to do. | 2012-01-04 | |
| PAST TOP PICK | 12.110 | John Zechner | (A Top Pick Nov 5/10. Up 3.79%.) | 2011-12-28 | |
| BUY | 13.350 | Andrew Cook | Has an oil sands project that is slated to come on in 2014-2015. Great optionality to it and great leverage to the price of oil. At these levels, is pretty reasonable to hold for the next couple of years. | 2011-12-06 | |
| BUY | 11.810 | Eric Nuttall | There are few companies in the oil patch that have more rumours floating around them. Sitting on both oil sand assets and others that are yet to be developed. Have 1,000,000 acres of Deep Basin, an extraordinary area to have land as there is no water as well as stack pay. Can probably do pretty well. | 2011-11-30 | |
| BUY | 12.430 | Hap (Robert) Sneddon FCSI | If we get above the $13.90 it will go to the upper end of the range. Support where we are right now. | 2011-11-15 | |
| TOP PICK | 13.350 | John Zechner | (Top Pick Nov 5/10, Up 16.22%) Rallied a little in the last month. SO cheap on an asset business. Fully funded, production in 2014. Deal with Chinese. If they buy entire Dover project, ATH ends up with 2 billion dollars otherwise they continue to be the operator and you win either way. | 2011-10-28 | |
| Comment | 12.460 | David Cockfield | His objection to this is “no dividend”. This one is over the horizon. If you want to get into the oil sands, you can get into Suncor (SU-T) or Canadian Oil Sands (COS-T) instead. | 2011-10-21 | |
| BUY | 10.910 | John Stephenson | Cheap, enormous land area. Yes, buy this name. | 2011-09-28 | |
| DON'T BUY | 12.400 | Mason Granger | Difficult times since its IPO, which was multiple times oversubscribed. Didn't stay at the IPO price very long before it dropped to $10. He is a little the re-of the long lead times oil sands projects as he expects there will be a. Of cost inflation in this area. | 2011-08-10 | |
| PAST TOP PICK | 16.300 | Michael Smedley | (Top Pick May 27/10, Up 58%) Great company, nasty launch, though. Fully funded. Doing some progressive things. Oil sands. | 2011-06-14 | |
| SPECULATIVE BUY | 16.460 | Bruce Campbell | Timing of IPO was not great. He would prefer SU. ATH is an oil price play. If you think it is going up then it is a buy, otherwise he prefers the producers. | 2011-03-10 | |
| TOP PICK | 17.550 | Michael Smedley | The IPO last year was priced too high. It has come back up to that point now. This is a very high quality stock and a seriously large oil sands accumulation of land. They just bought more land in the last few days. He is inspired by the idea that ‘oil is oil’ and ‘we have it’ and ‘you have got to have it’. Figures this one will run higher. | 2011-03-08 | |
| DON'T BUY | 16.500 | John O'Connell, CFA | He would be cautious. If the deal with China takes place they would be loosing a most valuable asset. There would be risks down the road | 2011-02-15 | |
| Comment | 14.500 | Laura Lau | Very special case as there won’t be production until 2014. Management is working on some options such as another joint venture partner or selling the company. It’s either dead money or management will make something happen. | 2010-12-07 | |
| TOP PICK | 11.650 | John Zechner | The problem is that there is no cash generation for a couple of years, but they are fully funded to 2014. You are paying for reserve development. It’s cheap. You may have to wait for a while. | 2010-11-05 | |
| BUY | 10.550 | Peter Hodson | The big failed IPO of the year. Assets where great but private shareholders made so much money that they were selling. That is all out of the way. Significant insider buying. Everyone hates it, failed IPO bit insiders are buying so may be time to buy it. | 2010-10-19 | |
| DON'T BUY | 10.330 | Eric Nuttall | There was a little too much hype in it. Good news is that there is not much down side, but there is not much upside. | 2010-08-24 | |
| DON'T BUY | 11.700 | Bruce Campbell | The problem is that there is no production until 2014. The asset value is only $8 plus cash of about $1. | 2010-06-28 | |
| DON'T BUY | 11.250 | Eric Nuttall | More challenging to value than other oil sands companies. Many unproven wells. There are much better names. | 2010-06-10 | |
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| BUY | 10.730 | Don Vialoux | Seasonality would be based on energy in general since it only traded since March. Strength from end of November until second week in June. Forming a nice little base in the last little while. If you see it moving slightly higher, you have a short term trade in this, but you are nearing the end of the seasonality of energy in these stocks. | 2010-05-31 | |
| TOP PICK | 10.280 | Michael Smedley | Has to be a buy at $10-$11. Believed to be the largest asset in the oil sands. Deep pockets of the Chinese have funded it. This is long-term for any kind of production. | 2010-05-27 | |
| BUY | 11.480 | Dennis Da Silva | Major disappointment since its IPO. $15 is probably its true worth at this time. | 2010-05-18 | |
| DON'T BUY | 11.990 | David Baskin | (Market Called Minute.) IPO that was more sold them bought. Would prefer one of the established players instead. | 2010-05-10 | |
| DON'T BUY | 12.070 | Mason Granger | IPO had a lot of hype. While they are fully financed for their development at McKie, it is still years and years out. Better places to be. | 2010-05-07 | |
| BUY on WEAKNESS | 14.500 | Andrew Cook | Was thought to be a hot IPO so they increased the number of shares sold and when it started to trade there were not as many buyers. Traders sold after IPO because it didn’t go up. In last 3 days it rebounded nicely. They have a massive resource. It is extremely attractive here. It interests him at these levels. Would like to get in 10-15% lower. | 2010-04-26 | |
| Comment | 14.500 | Michael Decter | There is a huge trend of the Chinese scouring the planet for oil. Oil sands is a very viable long-term source of oil. Wouldn't be in a huge hurry to Buy. | 2010-04-22 | |
| STRONG BUY | 13.850 | Dean Orrico | An IPO that has been mismanaged by the investment bankers. Good company. Undervalued. | 2010-04-16 | |
| DON'T BUY | 13.850 | John Stephenson | Recently became public at $18 but has now dropped below $14. It was priced at the top end of the range. His valuation shows this is worth $10-$13 range. Currently has no production and until it is up and running, the price will be uncertain. | 2010-04-16 | |
| BUY | 14.710 | John Zechner | Thinks this is a good one. Good assets that they will take to full production in 2014. Looking awfully cheap at this price. | 2010-04-12 |
