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Long Run Exploration

Stock Symbol: LRE-T

Notes:

Formerly WestFire Energy

Last Price Recorded: 4.2600 on 2013-05-24 01:14:56

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Date Signal Expert Opinion Price
2013-05-21 WATCH Mason Granger

Self-financed.  Oust-spending cash flow this year but they are coming around.  Hopes he would be a shareholder in the near future.

 Price:
$4.170
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
No
2013-05-21 TOP PICK Joseph Schachter

(Top Pick Dec 5/12, Up 3.10%) Trades very cheaply.  Likes the mix.  They are moving more and more towards liquids and will be at 52% this year. Thinks the stock is very, very cheap and management has really refocused the company.  They have a dominant position.  This company could be a target for acquisition by a larger entity.

 Price:
$4.170
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-04-15 BUY Robert Lauzon

Starting to execute finally.  Has gone through some name changes.  It is all behind them now.  He has been picking away at it.  Can get to $6 but it is not the right environment for it right now.

 Price:
$4.390
Subject:
ENERGY
Bias:
CAUTIOUS
Owned:
Yes
2013-04-11 BUY Jason Mayer

Large land base.  Likes it.  Have been exploiting oil play with top decile economics with Gas prospects.  He sold out of it when things were looking a lot weaker.

 Price:
$4.570
Subject:
RESOURCE
Bias:
BULLISH on NATURAL GAS
Owned:
No
2013-02-27 DON'T BUY Mason Granger

Looked at this one a little. Actually a mash up of a few companies such as Westfire, Orian, Galleon. Was never particularly enthusiastic about any of the companies that went into this combined entity. Going through all the numbers, he can’t get to an appealing free cash flow profile.

 Price:
$4.060
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2013-02-12 BUY on WEAKNESS Joseph Schachter

Really likes this one. Management has done a great job. Have taken in some acquisitions. Doing about 23,000 BOE’s a day at the end of 2012, about half and half liquids and natural gas. Lots of growth in their natural gas assets once prices recover. Trading at a big discount to book value and NAV. Great by in the low $4’s. His target is $6.

 Price:
$4.350
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Unknown
2013-02-01 WEAK BUY John Zechner

Not necessarily bullish on natural gas. Still thinks there is a big supply issue but feels this is the dark horse. Some transactions recently took place where production was sold in areas where they have production. When he looks at this, he gets a value that is almost double.

 Price:
$4.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-12-28 TOP PICK Michael Giordano

Junior oil/gas company. 50/50 oil and gas in the Viking and Redwater area as well as Montne oil in the Peace River Arch. Trading at some of the cheapest valuations out there. 30,000 per flowing barrel versus 70,000 per flowing barrel on some of the intermediates. Have 1 million acres of undeveloped land. Sharp management. Could see this at $7-$8 in 12 months.

 Price:
$4.830
Subject:
RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2012-12-12 BUY John Zechner

A natural gas stock that could be held for 5-6 years? This is the one that he likes. Recently merged with Westfire Energy. Sort of a mix of light oil and gas as well as. Feels this has the potential of being $6-$7 if current gas prices hold where they are. He is still not bullish on natural gas. Feels the supplies are going to keep the price capped for a while.

 Price:
$4.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-12-05 TOP PICK Joseph Schachter

50/50 of liquids and regular natural gas production. Will finish this year with around 23,000 BOE’s a day with a goal of 25,000 next year. Balance sheet is in very, very good shape with only 250 million of bank debt on $500 million line. Cash flow next year should be $1.75 a share. Trading at a discount to BV. Big upside as they begin to execute. $6 target.

 Price:
$4.400
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
No
2012-10-09 PARTIAL BUY John Stephenson

Small company so obviously that is where the volatility lies. This company has shown good per share production growth and continues to do quite well. At this level a relatively decent bet to hold and maybe even to add a little bit.

 Price:
$4.080
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
No
2012-09-18 COMMENT Mason Granger

Has been for sale for quite a while. The strategic alternative process was dragging on. Was announced late in 2011. It became apparent that the list of potential suitors was not lined up to Buy in Spite of it being light oil in SW Saskatchewan. Ultimately they are ending up merging with Guide Exploration (GO-T). Thinks there is still some horse trading of assets to come.

 Price:
$4.070
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2012-08-30 DON'T BUY John Stephenson

There is nothing particularly wrong with this name other than that it is a small cap name. Unless there is a large capitalization buyer coming out that is going to purchase the assets, there is no real reason to go charging in here.

 Price:
$3.960
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
No
2012-06-25 DON'T BUY Mason Granger If we was to own a pure Viking play, this would be close to the top of his list. Very oil weighted production. The company might be carved up into pieces. There is speculation that a Chinese company is looking at them. Will be range bound.
 Price:
$4.000
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2012-04-10 BUY John Stephenson Like this one. 95% oil weighted. Good balance sheet.
 Price:
$5.000
Subject:
RESOURCE
Bias:
BULLISH on OIL
Owned:
Unknown
Showing 1 to 15 of 36 entries
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