| VAGUE | 9.190 | Glenn MacNeill, P.Eng. | Gas driven, undervalued, done well, prices got expensive, better value in Galleon. | 2008-09-30 | |
| HOLD | 10.000 | Michael Decter | Big Montney gas exposure. Likes the company. Sold out his position. On his list to look at. | 2008-09-23 | |
| Comment | 12.620 | Michael Smedley | Montney shale play is attracting the most interest in the oil sector. Could be a take out. Don’t the results there will get disappointing. | 2008-08-20 | |
| HOLD | 12.350 | Michael Smedley | One of the favoured Montney plays. | 2008-08-01 | |
| Comment | 12.550 | John O'Connell, CFA | (Market Call Minute.) Great company with some massive assets. Pretty rich valuation. Be careful. | 2008-07-31 | |
| BUY on WEAKNESS | 13.320 | Veronika Hirsch | Any company in the Montney region is a possible candidate for a takeover. What matters is the amount of land and its quality. Expect this is a strategy of this management but doesn't think it will be taken out this year. Thinks that over the next month there could be a good buying opportunity. | 2008-07-17 | |
| Comment | 13.870 | Frederick Kozak | Another analyst with his company likes this stock. Primarily in the northwestern Alberta area. Probably one of the companies around that area that is a good consolidator. Good company. | 2008-07-16 | |
| SELL | 14.880 | Jennifer Stevenson | In the Montney region. A bit too much momentum behind it and too much air in the share price above the growth the company can deliver. Too expensive. It could still go up but she would suggest selling it and buying something else. | 2008-06-19 | |
| Comment | 12.660 | John O'Connell, CFA | Has had a lot of interest attached to it because of Mr. Shulick just acquired nearly 20% and his last major win was taken over by Shell Canada. Production is growing very rapidly. Trading at a very substantial premium. Has a lot of land but they have to drill very fast to justify the premium. | 2008-05-15 | |
| HOLD | 10.850 | Paul Thornton | (Market Call Minute.) Had a pretty good run. Doesn't know that he would Buy here, but it is definitely a winner. | 2008-05-07 | |
| DON'T BUY | 11.220 | Jennifer Stevenson | Focused in the Montney region. She could never get her head wrapped around the valuation, as it has been quite heady, especially since the company had a strategic investor come in on the equity side. There are other ways to play the Montne without as many headaches. | 2008-04-25 | |
| BUY | 9.910 | Kenneth P. Norquay, CMT | Going to new highs along with oils. Had formed a small triangle in January and broke out on the upside. That was bullish. | 2008-03-11 | |
| Comment | 9.480 | John O'Connell, CFA | Recently raised some money. Very high expectation company. Doing a lot of drilling in north-eastern B.C. Has moved a lot in a very short period of time. If there are disappointing drilling results, there could be a great deal of volatility. | 2008-03-03 | |
| BUY on WEAKNESS | 8.730 | Joanne A. Hruska, CFA | Big holdings in Montne in the Peace River Arch district, which is an amazing land position. Stock price has moved up a lot. Would hold back for a better price, but thinks it's a good long-term play. | 2008-02-22 | |
| Comment | 8.390 | Glenn MacNeill, P.Eng. | Good management. A large position was bought by Seymour Shulik, a pretty savvy investor. | 2008-01-15 | |
| HOLD | 5.150 | Joanne A. Hruska, CFA | Made an acquisition earlier this year and will be very strong. Good management. Not the cheapest in the sector, but are well valued. | 2007-12-05 | |
| HOLD | 4.360 | Hap (Robert) Sneddon FCSI | The chart doesn't tell you very much. Seems to be in a band between $3.75 and $4.90. It is showing a potential of having a MACD crossover. The whole energy sector as a group has not really gone anywhere. Feels the downside is limited. | 2007-10-09 | |
| DON'T BUY | 4.170 | Glenn MacNeill, P.Eng. | Has not performed well. Has been no major move by the company to re-juggle itself. | 2006-11-10 | |
| BUY on WEAKNESS | 4.910 | Glenn MacNeill, P.Eng. | A gas driven stock. By on weakness over the next several months. His outlook for gas of the next 3/4 months is weak. | 2006-07-19 | |
| BUY | 6.120 | Bill Harris, CFA | It’s a big asset that they acquired last fall. The market does not believe that they can handle it so it is selling at a discount. | 2006-05-24 | |
| TOP PICK | 7.100 | Wilf Gobert | Natural gas focused. Projecting 8000 barrels a day in production growth versus 5000 at the end of 2005. Fundamentally cheap. A good contrarian move. | 2006-04-25 | |
| VAGUE | 7.000 | Jean-Francois Tardif | Birch Cliff Energy
Small company making acquisitions. Will eventually be sold or converted to a trust. Is average. All oil companies are doing well in Alberta. | 2006-03-16 | |
| BUY | 7.440 | Bill Harris, CFA | A very interesting story. The owner has a bit of a black mark on his career so it is still a "show me" story. He has taken an enormous position in acquiring this company. Thinks he will be able to execute it. The stock price is close to net asset value. | 2006-01-03 | |
| BUY | 6.510 | Bill Harris, CFA | An extremely unusual company. The owner has had some problems in the past. Did a massive acquisition, but has a real asset that he can attack and add value to. Inexpensive. You have to give it a year, but believes its a great long term story. | 2005-11-24 | |
| TOP PICK | 5.900 | Wilf Gobert | 80% natural gas. Tends to be under researched. Public guidance is that they are going to do about 4500/4800 barrels in the 4th quarter and going to do annualized of $1 a share. Those numbers were done in the summer when gas prices were lower. At $6 you are paying about 4 X cash flow. | 2005-11-07 | |
| BUY | 4.300 | Wilf Gobert | Has an extremely well priced incentive program for the executives. Stock has to double within 5 years from $3 a share before it takes effect. Trades well below peer group companies. | 2005-07-07 | |
Experts that have talked about Birchcliff Energy Ltd.
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