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Painted Pony Petroleum Stock Symbol: PPY-T

Last Price Recorded: $8.1700 on 2016-07-25

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Date Signal Expert Opinion Price
2016-07-21 COMMENT Mason Granger

Had concerns earlier this year on the logistics of incremental pipe being laid down to accommodate the growth that the company has. They have a very ambitious growth plan. This year, debt peaks out at maybe 2.8X debt to cash flow, and goes down steadily after that as incremental volumes start to be realized. Have done a fantastic job in every year of getting better and better at drilling wells in Northeast BC. A long-term Hold if you are constructive on gas.


Price:
$8.940
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Unknown
2016-05-31 COMMENT Dennis da Silva

One of the highest growth names you will find this year and into 2017. They are in the Northeast BC Montney fairway. This is a story of building facilities and filling them. Going to go from about 16,000 barrels of oil equivalent to 40,000 by year end, because the plant is going to be on stream. It is on time and relatively on budget. They will then look for the next phase, which ultimately could be 60,000-70,000 barrels by the end of next year. Well hedged for this year. Expects they will be self-sustaining as they get towards the 2nd half of 2017. Will probably be adding a little more to his holdings.


Price:
$7.260
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2016-05-30 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

He does not know the company.  Looking at a 5 year chart he feels oil will not go much above $50.  He would not play it from the long side.  If you like them then you are a dip buyer close to $5.


Price:
$6.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-12 BUY Peter Imhof

It is a gas play.  His in house analyst really likes it.  It is doing well.  Most are not.  PPY-T has a large play where if gas prices come back they will do well.  It is one of the better natural gas play in Canada.


Price:
$5.810
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2016-04-11 BUY Colin Stewart

(Market Call Minute) A challenged business, but if LNG takes off then they have a strong position in that.


Price:
$4.440
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-04-07 DON'T BUY Eric Nuttall

The entire group is weak because of downward revisions in Nat Gas price predictions.  Demand has not grown.  Industry has not kept up with pipelines.  Producers have a constraint from this.  They are hedged at 61% for the remainder of the year. 


Price:
$4.200
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2016-04-06 COMMENT Jason Mann

(Market Call Minute.) A natural gas developer and producer. Stock is cheap on a Price to Book value. They are not going to be cash flowing a whole lot at these prices. However, price momentum is starting to turn in the whole sector. They are cheap enough on a BV basis and might be one to take a look at.


Price:
$4.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-14 TOP PICK Teal Linde

They have the 4th largest Nat gas reserves of publicly traded companies.  It is a junior company with a senior asset.  They can increase production from 16k to 40k units.  Natural gas might have a run this winter.


Price:
$4.620
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2016-02-05 COMMENT Hap (Robert) Sneddon FCSI

Chart shows a long downward run from June, leveling off in December. It is now going up, but you are going to have to have tight Stops on it in order to control your risks.


Price:
$4.290
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-12-31 COMMENT Eric Nuttall

Up until the end of 2016, they sell a lot of their natural gas through an area called Station 2. This is a hub where there has been a huge increase in gas production, so there are times when Station 2 was below $1. That has recovered somewhat, but is still weak. Fortunately they have 43% hedged next year at $3. Has a deal with Altagas (ALA-T), where Altagas now owns 75%. They are helping to fund the plant that will increase take away capacity. In his mind this could be a $4-$5 stock next year. Not a long-term trade in his mind.


Price:
$3.480
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-14 PAST TOP PICK Teal Linde

(Top Pick Dec 11/14, Down 66.91%) The 7th largest natural gas reserves.  They just aren’t making the list.  They will increase production several fold next year.  It is just a matter of time for the production to ramp up.


Price:
$3.120
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Yes
2015-12-07 DON'T BUY Alex Ruus

Gas producer.  Gas has been under pressure since ’09.  They will continue to be under pressure.  Canada may miss its opportunity in LNG.  It will be a great market in 3 years.


Price:
$3.520
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-12-01 COMMENT Bill Harris, CFA

Natural gas has to go to the West Coast. Prefers Tourmaline (TOU-T) because of cost, efficiency, etc. This is a great company; it’s just that there are other companies that look slightly better.


Price:
$4.470
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2015-11-13 PARTIAL BUY Michael Sprung

A very well-managed company, but 90% natural gas. Their balance sheet is not too bad. Thinks they will be a survivor. He would be tempted to buy some at these levels, because it is a higher risk/reward, but wouldn’t put all his eggs in this basket.


Price:
$4.300
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-11-11 COMMENT Martin Davies

Has a great sensitivity to natural gas. The operating cost structure is in good shape. There have been some excellent processing plants that have been joint ventured with Altagas (ALA-T) that allow them to get this gas on stream. There will be a big change on his valuation and perception, it we go ahead on an LNG project on the West Coast. He likes the company. Has been hit by heavy, relentless foreign selling, but has heard that the Shorts are finished and some of them are covering.


Price:
$4.400
Subject:
Canadian Energy/Service
Bias:
BULLISH on ENERGY
Owned:
Unknown
Showing 1 to 15 of 138 entries
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