| HOLD | 6.050 | John Stephenson | Had a few production misses. Properties are not as good as the other North Sea junior, Oilexco (OIL-T) but it has tremendous netbacks (higher prices per barrel). Sees strong upside in this one. | 2008-06-16 | |
| HOLD | 5.340 | Robert Floyd | Has been a dull performer in terms of some of their explorations. At this level, a lot of the bad news has been discounted out of the stock. Not his favourite. | 2008-04-29 | |
| SELL | 5.500 | Jennifer Stevenson | A focused North Sea player with some exposure in Alaska. Had a disappointing exploration run in the North Sea. Alaska is early stage. Well run and management is very strong. You can make better money somewhere else. Would prefer Oilexco (OIL-T). | 2008-04-25 | |
| PAST TOP PICK | 5.350 | Joseph Schachter | (A Top Pick Apr 24/07. Down 10%.) Still likes the story. Ramping up production in the UK North Sea and drilling in Alaska. The market punished them because of delays in production. In a holding pattern until new production comes on, which he expects will be by the end of this year. | 2008-04-04 | |
| DON'T BUY | 4.910 | Glenn MacNeill, P.Eng. | Had been a frustrating stock and recently sold his holdings. Drilling in the North Sea and had 2 dry holes. Looks like they are having some success in Alaska. Have a lack of good drilling plays. | 2008-03-07 | |
| BUY | 5.190 | John Stephenson | Has been a little frustrating because it should be doing far better than it has. Has tremendous potential. It is focused in the North Sea with huge margins in the $55-$65 range. A very good name. | 2008-03-05 | |
| PAST TOP PICK | 5.540 | John Stephenson | (A Top Pick Feb 21/07. Down 11.8%.) Has been a bit disappointing, but is a North Sea junior oil producer that has gone from prospect of producer to producer. It will eventually take off but for now, a wait and see. Hold. | 2008-02-08 | |
| BUY | 6.560 | Joseph Schachter | Will be raising production volumes through 8000 BOE's in the latter part of 08 as they bring on Enoch and Chestnut. Target of $9, not including any exploration. Participating in drilling a well in the North Sea as well as Alaska. | 2008-01-02 | |
| BUY | 6.160 | Joseph Schachter | He likes the story. There are wells being drilled and there is exploration potential. Stock should continue to move forward. | 2007-10-22 | |
| BUY | 6.100 | Joseph Schachter | Could be in the 8000 BOE's range at the end of 08, which will generate $1.36 in cash flow. Also drilling some high impact wells in the UK North Sea starting in the next little while. Will be drilling in Alaska this winter. | 2007-10-11 | |
| TOP PICK | 5.900 | John Stephenson | Has a couple of fields in the North Sea that have just started producing. Has not done all that well and is not incredibly cheap. Sold off a little bit because of negative coverage because of asset-backed commercial paper. Even if you roll that off, it will only be a $.50 hit. When 4th quarter numbers come out, it will look wonderful. | 2007-09-26 | |
| BUY on WEAKNESS | 6.120 | Robert Floyd | Holding fairly well. Has exposure to the North Sea. Production profile is quite interesting. Worth considering. | 2007-08-10 | |
| BUY | 6.100 | John Stephenson | Predominantly a North Sea producer. Has just started producing. Sort of a “wait and see” story for a while. | 2007-08-08 | |
| BUY | 6.350 | Joseph Schachter | Producing oil in the North Sea. The next play they are bringing on is called Blain and that should be coming on next month. There is a lot of production growth. Expected to go from 2,200 BOE's a day to over 8,000 by 4th quarter 2008. | 2007-07-20 | |
| DON'T BUY | 6.100 | Bill Carrigan | It doesn't follow the market. Looking at a long term thing. Thinks it's dead money. | 2007-06-13 | |
| TOP PICK | 6.500 | Joseph Schachter | The company has been working on a ten year play that is just coming due.
They are also working in the UK North Sea.
| 2007-06-04 | |
| TOP PICK | 5.900 | Joseph Schachter | Partnered with Talisman (TLM-T) on a project that will come on in Q3/07. Will go from 2,000 BOE's a day to 8,000 over the next 4 quarters. Cheap. | 2007-04-24 | |
| PAST TOP PICK | 5.930 | Glenn MacNeill, P.Eng. | (A Top Pick Nov 10/06. Up 11.5%.) Selling off Canadian assets and will probably reinvest into the North Sea. Still likes. | 2007-04-04 | |
| TOP PICK | 6.100 | John Stephenson | Good light oil assets in the North Sea. Production is ramping up at the end of this year and beginning of next year. Dirt cheap at 3.2 X cash flow. | 2007-02-21 | |
| PAST TOP PICK | 6.380 | Glenn MacNeill, P.Eng. | (A Top Pick Feb 22/06. Up 6.6%.) A North Sea producer and expecting big increases in production. Also has some exciting exploration in Alaska. | 2007-02-16 | |
| BUY | 6.450 | Joseph Schachter | Has struggled a bit with production growth in Canada, but the real upside are their North Sea plays over the next couple of quarters. Expects very material growth as these projects come on. Also involved in Alaska with partners. | 2007-01-23 | |
| BUY | 6.400 | Glenn MacNeill, P.Eng. | Has a lot of assets in the North Sea. Expect production will be increased fairly dramatically as over the next 6 months. | 2007-01-16 | |
| BUY | 6.550 | David Cockfield | In the North Sea as well as some Canadian properties. Canadian properties have been disappointing. North See looks like it will be coming through. | 2006-12-07 | |
| HOLD | 6.730 | Bill Carrigan | Had a nasty corrective period and then broke out. Energy lagged, so the sector is favourable right now. | 2006-12-06 | |
| BUY | 5.930 | Michael Smedley | A very interesting company. Best looked at for its Alaskan play. Did a new issue for this one. | 2006-11-22 | |
| TOP PICK | 5.290 | Glenn MacNeill, P.Eng. | Expecting a significant amount in its production over the next 18 months. About 75% of its assets are in the North Sea. Current production of 3,000 barrels is expected to grow to 7,500 and 10,000 in 08. Interesting play in Alaska. Relatively high risk. | 2006-11-10 | |
| HOLD | 5.250 | Joseph Schachter | Recommends this stock. It has done well. Stay with it, management is good. Long term growth is good. | 2006-09-29 | |
| BUY | 6.100 | David Cockfield | Relatively junior company active in the North Sea. Have had some problems with production as fast as anticipated. Like so for the long-run. | 2006-08-30 | |
| PAST TOP PICK | 6.350 | Glenn MacNeill, P.Eng. | (A Top Pick Jun 16/06. Up 14%.) A play in the North Sea where they have had a good discovery and will dramatically increase the production over the next several years. | 2006-08-23 | |
| WAIT | 5.960 | David Cockfield | Main assets are in the North Sea. Was a little disappointed with the slowness of production coming on. Has lots of potential. Sitting on the sidelines to see if the results improve. | 2006-08-16 | |
| BUY | 6.350 | John Stephenson | A great name. Inexpensive. Has a good balance sheet. | 2006-07-10 | |
| TOP PICK | 5.500 | Glenn MacNeill, P.Eng. | Has a good development in the North Sea. The Canadian production is slipping a little, but not meaningful. Looking to bring on 2000 barrels in the UK in addition to their current 7000 production. | 2006-06-16 | |
| DON'T BUY | 6.010 | Bill Harris | Thinks they will hit their production targets. Questions what the price of oil will be. Has a currency factor mixed in as well. Oil has a chance of coming off, so he prefers natural gas stocks right now. Great company. | 2006-06-09 | |
| TOP PICK | 5.900 | Glenn MacNeill, P.Eng. | Undervalued. By 2007 could double production. He bought at $6.08 | 2006-02-22 | |
| BUY | 5.870 | Glenn MacNeill, P.Eng. | Has mostly North Sea assets. Has a very good chance of having significant capital appreciation. | 2006-01-18 | |
| BUY | 4.800 | Joseph Schachter | Likes this company. As Blaine and Enoch come on in the 3rd quarter, they will see $2.00 in running cash flow and they will then be able to use that cash flow to grow the company. Good value. | 2005-11-22 | |
| BUY | 4.710 | Wilf Gobert | Has 2 developments coming on in the North Sea in 2007/2008 which will result in a near tripling of the company's production. Today's price is based on current reserves. | 2005-11-07 | |
| DON'T BUY | 5.740 | Bill Harris | Completely restructured a year ago from a management point of view. Thinks the story is now fairly well discovered and is fairly well priced. | 2005-09-13 | |
| BUY | 5.000 | John Stephenson | Not a bad junior. Levered to the UK and the North Sea. | 2005-09-09 | |
| BUY | 4.640 | David Cockfield | Main assets are in the North Sea. Has been a little long coming, but they have ther approvals and the oil is going to start to flow. Not a super expensive stock. If you wait for 12 months, you should get some reasonable results out of it. | 2005-09-01 | |
| BUY on WEAKNESS | 4.340 | Bill Harris | Have restructured. The stock is less of a deal than it was. Pretty much fair value. One of the few stocks out there that have actually found things. Production should increase, so you buy now on the basis that production will continue to grow. You get exploration potential as an upside. There will be a hiccup and would wait for that to buy. | 2005-08-25 | |
| WEAK BUY | 4.130 | David Cockfield | This is in the UK North Sea and they had some disappointing progress, but now they seem to be moving along and it looks like production is going to be coming on. Not excited about it, but is paying more attention to it. | 2005-08-18 | |
| BUY | 3.220 | Joseph Schachter | Doing reasonably well in Canada at about 2,100 BOE's a day. Expected to be 3,000 by the end of 2005. Also have operations in the North Sea with about 4,100 in Q1. Will come off in the 2nd and 3rd quarter, offset by what they do in Canada. At the end of 2005, they will have a lower cost structure in the UK. Will be bringing on new fields in the fall of 2006. Production will grow with no exploration risks. | 2005-06-20 | |
| HOLD | 2.950 | Glenn MacNeill, P.Eng. | Things are looking better for them according to the analysts that cover them. Looks like they are having some successes in the North Sea. | 2005-06-07 | |
| HOLD | 2.750 | Michael Smedley | High risk. Has wild catting and production in the North Sea. Potentially very interesting. Under followed. Wouldn't buy now, but is a Hold. | 2005-05-25 | |
| BUY on WEAKNESS | 2.200 | Joseph Schachter | They are now around 4,000 BOE's a day. They are waiting to get a go ahead from the Norway government and expect approval in July. Hoping for an Oct 06 start in Blain and Enoch. This will add 3,400/4,00 BOE's. This will allow them to really start growing in the UK and generate a lot of cash flow to retire the debt. Buy on weakness and hold for a 2/3 year time frame. | 2005-03-23 | |
| VAGUE | 2.060 | Rick Rule | Likes because of the European holdings. | 2005-03-08 | |
| DON'T BUY | 1.830 | Werner Muehelemann | Largely exposed to the North Sea where most of the big players are working. Very small company to be there and have had some problems. Would have to prove that they are able to manage their growth. | 2005-01-06 | |
| TOP PICK | 1.420 | Joseph Schachter | The company stumbled last year. Their core assets are doing about 950 BOE's a day. New management team on the exploration side is taking them up to 1600 BOE's a day already. Could go up by another 500/1000 BOE's. | 2004-05-19 | |
| DON'T BUY | 1.550 | David Cockfield | Their North Sea results have not been coming through. Have some good holdings and are shooting for some big targets. A high risk situation. | 2004-03-05 | |
| WEAK BUY | 1.370 | Joseph Schachter | Disappointment. Management has done a good job. Patient investor should buy. | 2004-02-05 | |
| WAIT | 1.600 | Glenn MacNeill, P.Eng. | Had a number of drilling plays that looked very exciting but some of them didn't come through so the stock price dropped substantially. Still some good value. A "show me" stock. | 2003-12-18 | |
| BUY | 1.600 | Peter Linder | Drilled some dry wells. Making some good changes. A great buy at this price. | 2003-11-20 | |
| HOLD | 1.690 | David Cockfield | Have had some disappointment. Drilling in some good areas. | 2003-09-19 | |
| BUY on WEAKNESS | 1.650 | Glenn MacNeill, P.Eng. | A large amount of assets in the North Sea. Has hit some dry holes. Expects new management will turn things around, but will take some time. Good potential capital appreciation. | 2003-09-02 | |
| WATCH | 1.700 | David Cockfield | Came up with poor results in their drilling in the North Sea. Have reasonable prospects. Long-term it should be OK, but it depends on their results in the North Sea. | 2003-08-28 | |
| BUY | 1.730 | Glenn MacNeill, P.Eng. | Its down because it had a couple of rough quarters in the first half of this year.Some dry holes.Expects good production growth in the North Sea and Alberta.Undervalued. | 2003-08-21 | |
| BUY | 1.450 | Michael Smedley | High risk.Has very big drilling projects.Spending big money in the North Sea.They know what they're doing. | 2003-08-08 | |
| HOLD | 1.650 | Peter Linder | Has been very disappointing over the last 4/5 months. Hit some dry holes. | 2003-07-08 | |
| BUY on WEAKNESS | 1.600 | Glenn MacNeill, P.Eng. | Buy for the long term hold. High risk exploration plays. Good management. | 2003-06-30 | |
| BUY | 1.600 | David Cockfield | Could be a takeover. Relatively cheap. | 2003-06-26 | |
| BUY on WEAKNESS | 1.700 | Glenn MacNeill, P.Eng. | A long term hold. Good management team. There will be some buying opportunities over the next few months. | 2003-06-17 | |
| WATCH | 2.270 | Brian Prokop | Good international holdings. | 2003-04-03 | |
| BUY | 1.920 | Glenn MacNeill, P.Eng. | New management will probably do well. | 2002-12-20 | |
Experts that have talked about Bow Valley Energy
Rss Top Picks Feed
