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Painted Pony Petroleum Stock Symbol: PPY-T

Last Price Recorded: $10.9900 on 2014-10-25 01:14:21

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Date Signal Expert Opinion Price
2014-09-23 COMMENT Rick Stuchberry

(Market Call Minute.) Positioned in the Montne play and should do well.


Price:
$11.300
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH
Owned:
No
2014-09-16 COMMENT John O'Connell, CFA

They have amassed a significant resource in North-Eastern BC, which is right in the fairway where all the pipelines go. It can go north, south, west and east. They have enormous reserves. Getting those reserves out of the ground is going to require that an LNG facility is going to be built. They have signed an agreement with AltaGas (ALA-T) to do some processing. He doesn’t know if investors are going to have much patience waiting for an LNG facility to get built. This won’t happen until at least 2020. A much more sensible place to build an LNG facility is not in BC, but in Oregon which has a better port facility.


Price:
$13.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-25 HOLD Eric Nuttall

Entered into an arrangement with Alta Gas.  Alta Gas is building a facility that will ramp up PPY-T’s production like mad, but they are going to charge a toll and he does not know what that is.  This arrangement frees up $300 Million of Cap-X that PPY-T would have had to spend.  Through new fracking, they are increasing productivity by 50% with no incremental cost.  You are paying a premium multiple so he would prefer other names unless you are willing to look out 3 years.


Price:
$14.200
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
No
2014-07-25 COMMENT Eric Nuttall

(Market Call Minute.) Trading at a premium multiple. They divested their oil assets to step on the accelerator in their Montney results, which are getting better and better. Prefers others.


Price:
$11.870
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2014-07-16 TOP PICK Bill Bonner

Feels there is still a ton more upside. Recently sold the genesis of the company, oily assets in Saskatchewan, to focus on the Montney play in Northeast BC. Montney offers some of the best economics in the Western Canadian basin, and this company has a significant land base there to take advantage of it. Originally budgeted about 20-21 wells this year, and they are going to be able to double that with the sale of the Saskatchewan assets. They are in the way of the big guys. Somebody is going to want to own those assets once they develop a little further. If they choose to develop them fully by themselves, they will get the cash flows and production levels that will impress the market.


Price:
$12.210
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 BUY Joanne A. Hruska, CFA

Recently added more to her holdings. Thinks you will see the stock probably approach $20 in the next 2-3 years.


Price:
$12.210
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-06-09 DON'T BUY Eric Nuttall

(Market Call Minute) Prefers other gas names, although they did a good job of improving well results but given the premium they trade at he would avoid it.


Price:
$12.470
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Unknown
2014-05-08 COMMENT Michael Sprung

Admired the progress they have made over the past few years. Expanded their production considerably. Seem to be very efficient operators and very, very good buyers of assets. He is constantly looking at this and it is one that he could certainly be buying in the near future. Could be a takeout candidate.


Price:
$10.270
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2014-04-24 DON'T BUY Mason Granger

Not a balanced production profile.  You would be owning it for a contiguous block of Montney with pipeline access.  Ultimately if LNG gets up and running this will be a very coveted asset.


Price:
$12.000
Subject:
OIL & GAS
Bias:
BULL on OIL
Owned:
No
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
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