List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-14 | HOLD | Joanne A. Hruska, CFA |
She has owned this for a while. It may be a takeover in the next 3=5 years or sooner. It is a good conservative management team which has built up a good parcel of land and will be rewarded for it. Tweet finance |
Price: $9.080 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-04-17 | HOLD | Eric Nuttall |
Company thinks they can essentially quintuple production over the next 5 years using internally generated cash flow. Management has done a fantastic job of aggregating Montne acreage in exactly the right postal code. West coast LNG is a longer-term theme. Pegging a theme on a takeout is absolutely impossible so they are maintaining a strong enough balance sheet so that a takeout is not a necessary end. Tweet finance |
Price: $9.180 Subject: OIL & GAS Bias: UNKNOWN Owned: Yes |
| 2013-04-11 | BUY | Jason Mayer |
(Market Call Minute) Considering exposure to Nat Gas and location and the movement to LNG, it is a buy. Tweet finance |
Price: $10.270 Subject: RESOURCE Bias: BULLISH on NATURAL GAS Owned: No |
| 2013-04-05 | DON'T BUY | Keith Richards |
The trend is down and has been for a while. It is the case with a lot of oils. We look at comparative relative strength. If it was not doing well when the market was going up, what do you expect it to do when the market is correcting. Tweet finance |
Price: $9.770 Subject: TECHNICAL ANALYSIS Bias: DEFENSIVE Owned: Unknown |
| 2013-03-04 | BUY | John Stephenson |
Takeover rumours are still alive. Right now though, many companies are not been rewarded for growth so why bother growing through acquisition. You actually may be waiting a little while but feels this name is not bad. Tweet finance |
Price: $9.700 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2013-02-11 | PAST TOP PICK | Eric Nuttall |
(A Top Pick Jan 24/12. Up 18.89%.) Has done well because they are sitting in the right place. Acreage is immediately offsetting many of the West Coast LNG facilities. There are multiple possible buyers. You will have to be patient because timing M&A is virtually impossible. Sees 50% or more upside from current prices. Tweet finance |
Price: $10.360 Subject: OIL & GAS Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-01-15 | BUY | John Stephenson |
Widely rumoured as a takeover candidate. Well managed and has a good resource base. Relatively solid balance sheet. Good production growth. Good management. Tweet finance |
Price: $10.020 Subject: RESOURCE Bias: OPTIMISTIC Owned: Yes |
| 2013-01-09 | PAST TOP PICK | Eric Nuttall |
(A Top Pick Jan 24/12. Up 19.35%.) One of the more obvious takeout candidates, hopefully this year. Did a $170 million financing in December and bought some assets that was directly opposite their existing properties. Tweet finance |
Price: $10.270 Subject: OIL & GAS Bias: DEFENSIVE Owned: Yes |
| 2013-01-02 | BUY on WEAKNESS | Bill Bonner |
Has been an absolute stellar performer. Success started in the Saskatchewan oil plays and has now migrated up into Northeast BC. Market pays full value for this company as it sits today. To own it today you want to have comfort in the Northeast BC Montne gas potential that exists in the company. Good management. Tweet finance |
Price: $10.630 Subject: OIL & GAS Bias: BULLISH on OIL Owned: Unknown |
| 2012-12-27 | BUY | Peter Imhof |
Company has always done fairly well operationally and with cash flow generation. Great land package. Somewhat disappointed that they did a recent financing of about $170 million. Tough environment for gas companies, which is their main focus. $13-$14 could be a reasonable target. Tweet finance |
Price: $10.350 Subject: NORTH AMERICAN - SMALL Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-12-07 | BUY | Eric Nuttall |
With the takeover of Progress Energy (PRQ-T), Monday is going to be a great day for this stock. This is clearly about West Coast LNG, which is a huge theme going forward for Canada. This stock is the next most logical takeout candidate to provide feedstock for one of the eventual terminals that is going to be built. It’s not a question of “if” but “when” and 2013 could be that time period. Just acquired the Kobes assets from Crew Energy (CR-T). Believes this will move upward in the high teens to $20. Tweet finance |
Price: $10.110 Subject: OIL & GAS Bias: BULLISH on ENERGY Owned: Yes |
| 2012-11-13 | HOLD | James Hodgins |
Had a short position and has covered that. He is neutral on the name; believes it is a take-over candidate. Tweet finance |
Price: $10.720 Subject: SMALL & MID-CAP Bias: SELECTIVE Owned: No |
| 2012-11-12 | BUY | Eric Nuttall |
The most likely Nat gas take-out candidate for 2013. Well results have been better than what progress had. It trades at a significant to their proven and probable reserves. This is a name you have to be a long term hold of. You could see $17-$20 if you think Nat gas could go to $4.50+. Buy if you are a long term holder. Tweet finance |
Price: $10.350 Subject: OIL & GAS Bias: SELECTIVE Owned: Unknown |
| 2012-10-09 | BUY | John Stephenson |
Good management team and low cost operator. Have a large acreage position in the Montne trend right where Progress was (which was acquired) and a lot of people are thinking this is potentially a takeover candidate. Tweet finance |
Price: $10.880 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |
| 2012-09-19 | TOP PICK | Eric Nuttall |
A call on natural gas and West Coast LNG. This is the most likely take out candidate for 2013. Very much a one-year call. Expect there is a 50%-100% upside from today from $10. They were neighbouring Progress Energy that was taken out at a tremendous premium. There was a 2nd bidder so there is someone with $6 billion cash burning a hole in their pocket that needs feedstock for LNG. Baseline value for him is their 2 P reserve value (Proven + Probable), roughly $14.50. Tweet finance |
Price: $10.130 Subject: OIL & GAS Bias: BULLISH on ENERGY Owned: Yes |