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| BUY | 5.000 | John Stephenson | Like this one. 95% oil weighted. Good balance sheet. | 2012-04-10 | |
| DON'T BUY | 5.100 | Mason Granger | Pretty focused play off Viking Oil (?) in Southwest Saskatchewan. Feels their technical aptitude in developing the play is great. Did an acquisition last year that he didn't like. Recently announced a strategic review with the view of selling the company and until there is any conclusion as to what is going to happen the price will likely go sideways. | 2012-03-29 | |
| PAST TOP PICK | 5.240 | Eric Nuttall | (Top Pick Feb 9/11, Down 38.11%) It was the top of the energy market for the year. They also alienated their shareholder base. Then drilled two unsuccessful wells. | 2012-01-24 | |
| HOLD | 5.680 | John Stephenson | Really cheap and trades at half of any of its peers. The board just announced a strategic review and he thinks it was a smart move and will surface some value. | 2011-12-23 | |
| WATCH | 4.800 | Dennis Da Silva | Oil/gas company with about 70% in oil and assets in Alberta and Saskatchewan. An emerging player pursuing the Viking play. When breaking into some of the more emerging plays, companies usually suffer from higher costs as well as tweaking the structure to optimize it. Missed guidance and have been penalized. Shown a good growth rate and he anticipates them getting to 10,000 BOE's a day but a “wait and see” story. | 2011-12-15 | |
| PAST TOP PICK | 8.370 | Eric Nuttall | (A Top Pick Dec 14/10. Down 23.63%.) Did an acquisition that the street did not like. Also drilled 2 dry wells. Stock is now enormously cheap and trading below proved value. Still likes. | 2011-11-30 | |
| HOLD | 4.890 | Eric Nuttall | Assets underappreciated by the market. Have 3 areas in the Viking. Red Water area is worth $8-$10 a share. Very good drilling success recently where wells are coming above tight curve, meaning better recovery than thought. Well costs are down to $1 million and wells will recover 85,000 barrels. | 2011-10-13 | |
| HOLD | 5.540 | Hap (Robert) Sneddon FCSI | If this stock is going to so anything it should pick up in October. A bit of a base forming where it is right now. If it broke through to the downside, he would sell. | 2011-09-21 | |
| DON'T BUY | 5.890 | Robert Lauzon | Stubbed their toe a couple of times on production misses. He went with other names. | 2011-09-12 | |
| HOLD | 6.060 | Jason Donville | Well managed and has a nice production profile going forward. His issue with the juniors is that there is a time to be in them and a time not to be. With a sideways moving commodity it's hard to know where these are going. | 2011-09-08 | |
| STRONG BUY | 6.450 | Eric Nuttall | Execution has been excellent. Incredibly cheap at about 4X enterprise value to cash flow on 2012 production. $12 would be fair value for this stock. | 2011-08-16 | |
| DON'T BUY | 5.690 | Mason Granger | Has been a disappointing performer this year. Very levered to Viking plays in Saskatchewan and Alberta. A challenging play but fairly cheap wells to drill. Prefers others. | 2011-08-10 | |
| BUY | 7.500 | Peter Imhof | Recently merged with Orion Oil & Gas, which had a lot more production, which gives them more production and cash flow so they can drill some more of their targets. Should do all right with this over the next couple of years. | 2011-07-13 | |
| Comment | 7.410 | Michael Decter | Hears very good things and is on his list to look at. Energy demands, both oil and natural gas, are going to remain strong. | 2011-05-16 | |
| PAST TOP PICK | 8.000 | Mason Granger | (A Top Pick May 7/10. Up 13.89%.) | 2011-05-04 | |
| BUY | 8.690 | Dennis Da Silva | Oil leveraged. Vast majority of their pursuits is in the Viking formation in Saskatchewan. Credible management and starting to move the risk back on the Viking formation. Finally on the cusp of breaking through in early 2011. | 2011-04-25 | |
| TOP PICK | 8.090 | Eric Nuttall | (A Top Pick Dec 14/10. Up 33.72%.) Most attractive investment opportunity in the oil/gas space in all of North America. Trading at 6X cash flow using this year’s production and 4.5X next year’s. Pur play in the Viking in 3 different areas. All 3 have had very successful well results. $12.25 to $16. | 2011-04-13 | |
| BUY | 8.140 | Jamie Horvat | Quality name with long-term growth potential. Could see some short term weakness going in the spring break-up but there is potential growth on production on drilling further wells plus a potential down the road, a year or more, water flood to bring on more production. | 2011-04-07 | |
| BUY | 8.700 | Peter Imhof | A bit of a development story. In production and he would like to see if they can get production up on each one of their wells. Have a huge resource that he feels is in areas where there could be an interest in taking them out. Seeing the type curve move up in terms of production per well. A lot of upside in the story. | 2011-03-28 | |
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| TOP PICK | 8.290 | Eric Nuttall | Extremely cheap on current production at about 6.6X enterprise value to cash flow based on $90 oil versus peer average of about 8X, so dirt-cheap. Have 243 net sections in an extremely profitable play called Viking. Have a technique to stop ‘waxy’ from plugging wells with 50C water. Clean balance sheet. | 2011-02-09 | |
| TOP PICK | 6.050 | Eric Nuttall | Are successfully implementing a technique for getting ‘waxy’ oil to stop plugging up wells through water heated to 50 C. This is an addition to the ‘fracing’ process, “hot water fracing”. Balance sheet is fine. 50% light oil. Sees upside of over 100%. Could be a take-out candidate. | 2010-12-14 | |
| TOP PICK | 7.200 | Mason Granger | Play on the emerging Viking light oil. Managed to amass 200,000 undeveloped acres. Have a couple of hundred net drilling locations in Alberta and southern Saskatchewan. Some technical challenges they have to overcome but are well underway. About 40% of this year's oil production is hedged. | 2010-05-07 |
