| BUY | 4.030 | Peter Brieger | as been on this one for three years, and it's gone down. Converting themselves from a hardware company to a software company. Still with them, and like them, although they've been a disappointment | 2007-05-02 | |
| HOLD | 4.160 | David Cockfield | Merged with Pearl (PXX-X). Good management. What they are drilling is not that exciting. Probably good up through $5. | 2006-12-07 | |
| Comment | 3.900 | Robert Toole | Recently announced new management and new capital coming in. Likes the transaction. Brings much needed capital to the heavy oil project. Lundin family is behind it so it will be well financed and well followed. | 2006-10-27 | |
| HOLD | 3.790 | David Cockfield | Has just been taken over. Waiting to see how it will work out. | 2006-10-26 | |
| BUY | 3.480 | David Cockfield | A fairly conservative junior. Shallow gas and heavy oil. Competent management. Have lots of property. Could be a takeover. | 2006-10-05 | |
| DON'T BUY | 4.160 | Glenn MacNeill, P.Eng. | Has been a bit of a disappointment over the 2nd quarter and is why the stock has dropped. Didn't meet their production targets. | 2006-08-23 | |
| TOP PICK | 4.500 | David Cockfield | A very conservative junior. Have a lot of heavy oil in Alberta. Just extended their field significantly. A great candidate for a buyout at $6. | 2006-07-13 | |
| BUY | 5.450 | David Cockfield | Been a little erratic. Doing okay, it has been a little disappointing. Taken a long time to get things sorted out. Expected production to come on a little faster. Although production has not increased much, their reserves have increased extremely nicely. Expect they will now start getting production increases. | 2006-05-04 | |
| BUY | 5.750 | Wilf Gobert | Primarily involved in heavy oil development. Had a relatively weak 2005 and the market has somewhat punished them. They are in the midst of a huge development program that will result in production probably doubling over 12 months. Summertime is the prime time for heavy oil. | 2006-04-25 | |
| BUY | 5.170 | Wilf Gobert | They are involved in a conventional heavy oil play called Moony and they are using horizontal drilling to exploit it. Original estimates of a field at 14 mi.² is now 18 mi.². Should see 20/30% production growth next year. Trades at a low multiple. Because it is heavy oil, it is vulnerable to oil fluctuations. | 2006-01-23 | |
| TOP PICK | 4.650 | Brendan Kyne | (A Top Pick Aug 30/05. Down 17%.) Their Moony project is finally coming to fruition and should take their production level from 6,500 to 10,000 next year. It should cash flow $1.50. | 2005-12-14 | |
| BUY | 4.390 | Wilf Gobert | Stock has not done that well because they've had a bit of a shaky growth pattern in the last couple of years. They're on the cusp of a substantial amount of drilling in already discovered reserves. Sees the production growth being in the top quartile of the group over 2006/2007. Low multiple. Some heavy oil. | 2005-11-07 | |
| PAST TOP PICK | 4.770 | David Cockfield | (A Top Pick July 28/05. Up 8%.) It's now back into a buy zone. Has relative conservative drilling programs. A good solid company. Expects it will get taken out or become an income trust. Good value. | 2005-10-12 | |
| VAGUE | 5.620 | Glenn MacNeill, P.Eng. | Fully priced at the moment. Owned at a few different times. Not increasing their production as high as he thought they were going to. | 2005-09-02 | |
| TOP PICK | 5.470 | Brendan Kyne | Had underperformed until about 2 months ago. 2 large production areas. Mooney is a massive heavy oil pool. Has the potential of 20/30 wells which would double its production. Druid could be equally successful. Likes their price to cash flow multiples. | 2005-08-30 | |
| BUY | 5.140 | David Cockfield | A rather dull junior with heavy oil and a little gas. Doing step-out drilling, so it's a low risk situation. Will probably get taken out by someone. | 2005-08-18 | |
| TOP PICK | 4.440 | David Cockfield | (A Top Pick May 12/05. Up 20%.) This is the kind of a junior oil that you want to get into. Went up, pulled back and is starting to move again. Drilling program is in place. Has got a lot of Saskatchewan production. Not a huge amount of risk in this. Good management. | 2005-07-28 | |
| TOP PICK | 4.450 | David Cockfield | A good stock if you want to get into a junior. Came off like all the rest of them and now moving back up. Has a lot of land to drill. Have expanded their gas side and is relatively easy stuff being shallow gas. A good acquisition target. Low risk. | 2005-07-22 | |
| TOP PICK | 3.410 | David Cockfield | Well run. Not a pure exploreco. Has some reasonable operations and production. Running around 4,600 BOE's a day. Have recently had 100% success rate. Reserves are up about 43%. A low risk junior. | 2005-05-19 | |
| TOP PICK | 3.630 | David Cockfield | Had got expensive, but has now dropped back. Very typical pattern with a lot of the juniors. Had a good string of excellent results, but had some corner tie-in problems. Good assets and a good drilling program. Up around the 5,000 BOE level. Trading at lower multiples than their peers. Not a high risk junior, a conservative one. | 2005-05-12 | |
| PAST TOP PICK | 4.700 | David Cockfield | Thinks this stock could get to $6.00. Their act is getting back together, and they have a good asset base. (still likes it, recommends a buy). | 2005-03-10 | |
| TOP PICK | 3.830 | David Cockfield | Have sorted their 2004 problems out. Heavy oil is only 20%. Good management. Have reduced costs. Has lagged the juniors. | 2005-01-21 | |
| BUY | 2.830 | Bill Harris | Good management. Feels they are still in the momentum stage. Things they will be able to double the size of the company from here. | 2004-06-04 | |
| BUY | 2.990 | Hugh McCauley | Thinks that they will have growth from 4000 barrels to 6000 which would mean a drop of about $1 in cash flow which means it is trading at 3 X cash flow. Excellent properties. Should be some good growth. Very cheap. | 2004-05-13 | |
| TOP PICK | 3.310 | Hugh McCauley | Already have 4000 BOE's a day and think it will be 6000 by the year end and probably 7000 next year. Trades at 3 1/2 X cash flow. Undervalued. | 2004-04-19 | |
| PAST TOP PICK | 4.250 | David Cockfield | Disappointed in recent numbers. Not as enthusiastic. | 2004-01-29 | |
| TOP PICK | 4.490 | David Cockfield | Has some core areas in heavy oil and shallow gas. Have really expanded their heavy oil field. Good management. Could be taken out. | 2004-01-29 | |
| PAST TOP PICK | 4.040 | David Cockfield | (A past top pick Oct 31/03. Up 4.5%.) Feels there is still probably upside in the stock. | 2003-12-30 | |
| TOP PICK | 3.820 | David Cockfield | A smaller company and a little more volatile. Good gas content. Have had some success in heavy oil. Have some high impact drilling to do this winter. | 2003-10-31 | |
Experts that have talked about Atlas Energy Ltd
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