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Delphi Energy Corp. Stock Symbol: DEE-T

Last Price Recorded: $1.2200 on 2017-09-22

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Date Signal Expert Opinion Price
2017-04-07 BUY on WEAKNESS Josef Schachter

A Montney producer that has a deal with Repsol, where they got money from the government to help pay down debt. Now they are drilling together in some of the best lands that they have, in the Western part of the play. The wells that are coming out are fabulous. The problem is, they have 4 or 5 wells that they should be bringing on stream in Q2, but as a smaller company, getting access to the frac units is difficult. The stock is getting very cheap. He has a conservative BV of $.98. The balance sheet is in much better shape with $153 million in equity. The bank debt is $25 million and they have a million dollars in senior secured notes. They have a history of being a very good hedger. The low in 2016 was $0.22 and the high was $1.79 this year. If this gets below $1, he thinks it is a table pounding buy. This could get taken over because of their land position.


Price:
$1.500
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
2017-01-31 COMMENT Eric Nuttall

A small-cap that has been around for 12-14 years. They have a good quality asset with improving well results. They have an exploration well that is academically intriguing. Has always been challenged with such a small company drilling such expensive wells where the concentration risk is so high. The CEO left unexpectedly which makes him a little nervous. Also, the valuation is not compelling enough for him to get excited.


Price:
$1.460
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
No
2016-12-06 SELL Mason Granger

This has always grappled with debt loads that he felt were too high. Have always had a considerable hedge book. They’ve had to sell properties and do a joint venture.


Price:
$1.420
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2016-07-21 COMMENT Mason Granger

This has struggled. Hasn’t invested in it in a long time because the balance sheet was so debt laden. In the downturn, they’ve struggled, and had big volume commitments in terms of gas shipments, and got themselves into a bit of a pickle.


Price:
$1.010
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2016-04-22 PAST TOP PICK Josef Schachter

(A Top Pick April 6/15. Down 32.4%.) Natural gas producer in the Montney. Very well-run. Likes the story longer-term. This could be a $3-$4 stock again, but the problem is low natural gas prices. They are managing themselves frugally for these tough times. A name that you want to buy on weakness. If they got back down in the low $1 range, it would be a great buy for small-cap investors.


Price:
$1.210
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-03-17 COMMENT Mason Granger

Hasn’t owned this, but understands the appeal of the stock. They have some pretty good attributes. Shed some of their Montney assets, and refocused the company around some very prolific liquids rich Montney assets. He is hearing some test rates of 3000 barrels a day or more on some of these wells. They’ve also locked in some capacity that scales up over time, in terms of a “take or pay” commitment with Alliance. Coupled with the high debt load, it’s his feeling the company was trading a pretty fine line.


Price:
$1.100
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2015-11-12 PAST TOP PICK Rick Rule

(A Top Pick Aug 7/14. Down 85.15%.) He has been massacred in this. He continues to Buy the stock. High quality management. This is definitely going to be a survivor. His company will finance them if they need it.


Price:
$0.690
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2015-08-12 PAST TOP PICK Rick Rule

(Top Pick Aug. 7/14, Down 78.27%) He thinks it is one of the better asset packages in the Canadian sedimentary basin.  He would buy into this area in the first or second quarter of next year. 


Price:
$0.840
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2015-08-07 PAST TOP PICK Robert McWhirter

(A Top Pick Aug 29/14. Down 76.69%.) His purpose in recommending this was that it was basically a manufacturing play and they knew exactly what they had. Sold his holdings about 3 months ago.


Price:
$0.920
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-05-15 PAST TOP PICK Robert McWhirter

(A Top Pick June 10/14. Down 63.76%.) Still holds a tag end of this. These are competent operators but the challenge is the commodity price.


Price:
$1.370
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-06 COMMENT Jason Donville

(Market Call Minute.) This is like a lot of the energy companies and is quietly coming back.


Price:
$1.580
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-04-08 COMMENT Robert Lauzon

(Market Call Minute.) One of his top holdings. Has a little more growth bent to it. Really likes the story.


Price:
$1.650
Subject:
ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-04-06 WEAK BUY Eric Nuttall

Predominantly Nat gas.  They were drilling wells that were better than people thought.  There could be a potential new asset value that the street is not recognizing.  He is warming up to this.


Price:
$1.790
Subject:
OIL & GAS - JUNIORS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2015-04-06 TOP PICK Josef Schachter

A Montney producer in Alberta. Did about 12,000+ barrels a day in the 4th quarter with a $.40 annual run rate. Thinks the company is going to do about 11,500 BOE’s a day, a little bit less then the 4th quarter, but up from 10,500 for all of the average for 2014. Expects they will do about $.40 in cash flow. They have the ability to accelerate their growth program, but are being careful on their balance sheet. It has a BV of around $1.48 and about $137 million of debt, so right now cash flow might be as low as $40-$45 million by the company’s estimate. His estimate is $60 million. If you can see this stock at $1.25 or less in the next 3 months, it will be a great Buy. He wouldn’t buy this for the next 3 months.


Price:
$1.790
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
No
2015-04-02 SELL Mason Granger

Delphi (DEE-T) OR Spartan (SPE-T)? He would be switching out of this one and doubling down on Spartan. Some of their Montney assets at Big Stone and Hythe are amazing assets. His problem with the company is that they have always carried a considerably more financial leverage than he was comfortable with. They have now struck an agreement with Alliance to deliver gas, so they have some commitments ahead of them that they have to meet. With a higher amount of debt on the balance sheet, they are walking a fine line.


Price:
$1.540
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
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