| TOP PICK | 13.180 | Joanne A. Hruska, CFA | Typically trades at a premium multiple to their peers but have come off and now trade at or below market multiples. Recently acquired Rider Resources at the bottom of the gas market and have already been able to grow the assets. Ontario Teachers own 20% of the company so they have financing for the future. | 2008-09-12 | |
| BUY | 14.290 | John Stephenson | Predominantly gas weighted. Huge land position. Lots of cash. One of the better management teams. Big enough that they can make acquisitions. | 2008-08-22 | |
| Comment | 15.600 | Glenn MacNeill, P.Eng. | Great company. Had good growth. Good management team and a good slate of assets. Will continue to do very well. | 2008-07-18 | |
| TOP PICK | 18.920 | Steve MacInnes | Gas oriented. Less well known. Management has had a fantastic track record over the past 5 years. Acquired Ryder Resources, a brilliantly timed acquisition at very attractive purchase metrics. Well balanced between deep gas and shallow gas and heavy oil prospects. | 2008-05-15 | |
| STRONG BUY | 18.530 | Jennifer Stevenson | Producing over 25,000 BOE's a day. 75% natural gas. Had a core low risk West4 development asset base and then they bought Rider Resources (RRZ-T) which gave them a fantastic West5 deeper gas asset portfolio to mix in with the West4. Conservatively managed. 1X debt to cash flow. Trading at about 4.5X cash flow multiple. | 2008-05-13 | |
| TOP PICK | 17.650 | Jennifer Stevenson | Quality management team, conservatively run and very, very compelling valuations. Less than 1X debt to cash flow. 4X cash flow multiple, which is fantastic. This is a 26,000 BOE a day company. About 75% gas. Acquired Rider Resources (RRZ-T) and that gave them a wonderful West5 addition to their predominantly West4 assets. Great growth profile. | 2008-04-25 | |
| HOLD | 17.500 | Joanne A. Hruska, CFA | Good management. Multiples are in line with their peer group. Looking for a higher price in a year. Great suite of assets and they'll keep growing them. | 2008-04-14 | |
| HOLD | 15.730 | Joanne A. Hruska, CFA | Acquiring Rider Resources (RRZ-T). Great management and enviable land positions. Intermediate gas weighted stocks have moved up considerably in the last few weeks, 20% and even up to 50% so there is a potential for some pullback. | 2008-02-22 | |
| BUY | 14.350 | Robert Floyd | A very interesting possibility right here. Acquisition of Ryder Resources is a good one. Cash flow numbers are going up. | 2008-01-15 | |
| HOLD | 13.500 | John Stephenson | A pretty good company. Have a huge land position. Gas weighted so there's not a lot of catalysts. Trying to acquire Rider Resources (RRZ-T), which would diversify them out of their core area. Hard to see how they are going to bring on and continue to produce incremental production and make this all work. | 2008-01-08 | |
| PAST TOP PICK | 15.190 | Glenn MacNeill, P.Eng. | (A Top Pick Nov 10/06. Up 9.5%.) Growing its production, not as rapidly as some others, but he still likes. Good management. | 2007-04-04 | |
| TOP PICK | 13.880 | Glenn MacNeill, P.Eng. | 80% gas driven. Produces about 12,500 barrels a day. Well managed and good track record. | 2006-11-10 | |
| WATCH | 16.800 | John Stephenson | Has been a good name to hold, but is fairly gas focused. Will probably struggle right now. Has a fairly large land base of about 430,000 acres. Keep watching it. | 2006-01-25 | |
| BUY | 12.000 | Brian Prokop | Not a very exciting company, but it just continues to grow and add value and stock continues to go up. Keep costs in control. | 2005-04-05 | |
| DON'T BUY | 12.800 | Bill Harris, CFA | One of the super expensive stocks, but it's one of the best oil/gas companies. A brilliant company in the financial, operating and management levels. Would buy if it came off. | 2005-02-16 | |
| DON'T BUY | 7.180 | Glenn MacNeill, P.Eng. | A well-managed company. Relatively expensive. Owns some reasonably good assets. We'll take a while to grow them. | 2003-12-11 | |
| TOP PICK | 6.610 | Glenn MacNeill, P.Eng. | Great management team. Expects increased production. Gas oriented. | 2003-07-29 | |
| TOP PICK | 6.700 | Bill Harris, CFA | Risky. Expensive for what they have but in a 3 year view, the team has the best record in the industry. Have good properties. | 2003-07-25 | |
| BUY | 6.600 | Michael Smedley | Well managed. | 2003-07-18 | |
Experts that have talked about Nuvista Energy Ltd
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