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Painted Pony Petroleum Stock Symbol: PPY-T

Last Price Recorded: 11.4000 on 2014-04-18 01:14:44

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Date Signal Expert Opinion Price
2014-04-17 HOLD Eric Nuttall

Had a huge run off the lows.  They might sell an asset to fund a build out.  Sees strength continuing for Nat Gas price.


Price:
$11.400
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
No
2014-04-11 BUY Martin Davies

LNG basket.  If and when LNG projects start rolling, getting through the barriers, you will find these companies will make sure there is enough production to fill these facilities.  You have to have a portfolio approach. 


Price:
$11.370
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-03-18 DON'T BUY Bill Carrigan

Well liked by the Street, but the correlation between the price performance and the streets love affair has not been that good. He would be concerned about it. Feels the stock is overliked and probably overowned. Natural gas has made a big run, but this one has not kept up with its peers. Doesn’t see any upside and there are probably better places to be.


Price:
$8.210
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2014-03-11 COMMENT Eric Nuttall

Delphi Energy (DEE-T) or Painted Pony (PPY-T)? Doesn’t own either. In terms of natural gas names, he is looking at them potentially having weakness so he wants greater liquidity, meaning larger market as opposed to small caps. Both of these are very good companies. On this one, the key difference is the liquids content of the wells, the amount of condensate and fluids that come along with production making better economics.


Price:
$8.230
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-02-20 BUY Mason Granger

1000 barrels a day of cash flow.  They have a lot of property right over a pipeline so are an obvious takeout target.  He would put it in the top 3 or 4 names that are likely to go.


Price:
$8.150
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-02-12 TOP PICK Bill Bonner

Had some great operating success, but fell from grace because it wasn’t a target. Operations within the company have only gotten better. 48 wells in the Montne oil play. Their acreage is in an interesting spot, the royalty reduced free zone. They get a bigger credit for drilling deep wells than they would further to the south. The inventory on their own land is somewhere in the order of 1800 wells possible. He sees a $14-$15 price with a little bit of further LNG development.


Price:
$7.490
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2014-02-04 BUY Peter Hodson

Really liked this company last year. Well managed company with lots of gas exposure. For some reason, late last year, it started to drop like a rock and then reversed and went back up again. Balance sheet is great, growth rate looks good and management is good. He would put this one in the top 5 of names to own in this sector.


Price:
$7.490
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-01-30 BUY Dennis Da Silva

(Market Call Minute) Great company and exposure to LNG.


Price:
$7.390
Subject:
CANADIAN RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-01-13 COMMENT Eric Nuttall

(Market Call Minute.) Doesn’t own only because prospects for natural gas as well as M&A in Northeast BC isn’t as likely as he had thought.


Price:
$6.920
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-01-08 COMMENT Martin Davies

Primarily into natural gas/natural gas liquids in the Montney zone. Have a lot of extra reserves that they found and are having difficulty in getting these moved into the marketplace. Have about 3000 barrels a day trapped waiting to find facilities to process natural gas. Good exposure to natural gas prices. He would prefer other places for natural gas exposure. (See Top Picks.)


Price:
$7.110
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Unknown
2013-12-27 TOP PICK James Hodgins

Thinks they have the single best resource upside per share in the Montney. Even looking at just their PDP plus the land value, you are easily getting $9-$10 a share. Very conservative and haven’t taken on a lot of debt so there is lots of room on the balance sheet to fund growth on a go forward basis. Because of their huge resource, as gas prices start to increase and the LNG theme start to dominate, this has the most upside of any name.


Price:
$6.570
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2013-12-06 TOP PICK Joanne A. Hruska, CFA

Saskatchewan oil assets are now a small portion of the company compared to the Northeast BC Montney play that they have. Massive land base with much of it surrounded by the Petronas - Progress land base. Has a great chance of doubling the share price in the next 5 years. They are going to use debt for the 1st time to fund a lot of their production without having to go to the market.


Price:
$6.950
Subject:
OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-02 SPECULATIVE BUY Jim Huang

Have very good land positions in Northeast BC that can be developed once LNG terminals get approved. Approval may be late 2014-2015 to have them come in, in 2018. Has a lot of asset value and will be an attractive takeover candidate but, in shorter terms, it is a little stretched. Not for the faint of heart.


Price:
$6.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2013-11-07 SPECULATIVE BUY John Stephenson

Has potential upside and probably not too much downside. This is for people who are a little more risk seeking. Have significant acreage in the Northeast BC area in the Montney play and that is an attractive area. Ultimately, we are moving towards LNG in British Columbia and Alberta. Realistically, this is also a takeout. Takeout and LNG both may take some time.


Price:
$6.770
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on BANKS
Owned:
Unknown
2013-11-04 BUY on WEAKNESS Eric Nuttall

There have been two large US sellers so the drop is not related to fundamentals.  A call on west coast LNG.  The overhang on the market is how they fund it.  They are going to use their lines of credit this fall, but they are always prudent in the way they use them.  He would buy it a little lower or it is okay if you are bullish on Nat Gas.


Price:
$6.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
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