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Painted Pony Petroleum Stock Symbol: PPY-T

Last Price Recorded: $7.5500 on 2016-09-23

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Date Signal Expert Opinion Price
2016-09-19 TOP PICK Teal Linde

He is bullish on Nat Gas.  Management is proven.  4th largest reserve of all publically traded companies.  You had the first draw down in Nat Gas since 2006 last month.  You just need a normal winter.


Price:
$7.740
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-08-30 SELL John Stephenson

Really doesn’t see any strong catalyst short of a sale for this name. It is hard to see how it is going to continue to go up in a sideways oil tape. It has had an okay run of late, and you could certainly lighten up. There is nothing fundamentally wrong with it, but doesn’t see any reason why you should be there.


Price:
$8.490
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-24 BUY Michael Sprung

(Market Call Minute.) An extremely well-run company.


Price:
$8.470
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-15 BUY Teal Linde

(Market Call Minute) Their production is going to go to about 40k barrels up from 16k.


Price:
$8.200
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-09 COMMENT James Rife

A natural gas producer, and one of the fastest-growing ones. They have gone from producing 5,000-10,000 barrels a day, to almost 40,000 by the end of this year. Have had huge growth and have used some leverage to achieve that, but gas prices are really, really strong this summer. The natural gas market needed that demand in order to have a storage reset, and it looks like we are getting one. Because of that, this company’s leverage metrics look a lot better, and can actually keep growing from 40,000 barrels a day onwards.


Price:
$8.330
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
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
Showing 1 to 15 of 143 entries
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