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Birchcliff Energy Ltd. Stock Symbol: BIR-T

Last Price Recorded: $6.1000 on 2017-07-21

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Date Signal Expert Opinion Price
2017-07-19 PAST TOP PICK Eric Nuttall

(A Top Pick July 29/16. Down 32.42%.) Management has always been underappreciated. They’ve done a really good job in building an asset base, and most importantly, paying down debt. Have a fairly good 5-year growth plan.


Price:
$6.370
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
No
2017-06-12 TOP PICK Josef Schachter

A low cost natural gas producer. When this comes off the bottom, it does very well. In January of last year, it was trading at $2.84, and it went to just over $10. Thinks it probably backs off to below $6, and even below $5.50. Feels the company is going to do a 70,000 BOE’s a day this year and 80,000 by the end of the year. He has a $13 one-year target. Dividend yield of 1.7%. (Analysts’ price target is $11.50.)


Price:
$5.970
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEARISH on ENERGY
Owned:
No
2017-05-12 COMMENT Rick Rule

A very high quality company. Natural gas focused, so it has had some challenges in the last 5 years. They’ve been extraordinary implementers. Despite very low natural gas prices, their exploration efficiencies and production efficiencies are such that they make money even with these extraordinarily low prices. If you have a 5-year horizon on this company, you should do very well.


Price:
$6.770
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-05-02 COMMENT Daniel Lloyd

He would be cautious on British Columbia natural gas producers. They are strategically and geographically disadvantaged. Pricing in Western Canada is reasonably weak. There is nothing wrong with their assets.


Price:
$6.680
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-04-07 PAST TOP PICK Josef Schachter

(A Top Pick April 22/16. Up 64%.) The stock did fabulously well, and he pulled it off his recommended list when it got over $9. It is getting cheap again. BV is $6.64, and NAV is $9.27, so it is trading very cheaply. He likes their long-life reserves of 21.9 years proven RLI. He has a target now of $13. Any time you see any weakness below $7, it is something to start taking a look at.


Price:
$7.840
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
No
2017-04-05 COMMENT Dennis da Silva

A dry gas producer, although the Gordondale transaction increased their liquids cut to about 25%, which helped alleviate some of the pure risk of being a gas producer. They are prone to seasonality like any of the gas producers, going from winter heating requirements to summer air conditioning requirements, where there is a lull. The company is very well hedged. The balance sheet is much better after the Gordondale transaction.


Price:
$7.890
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Unknown
2017-03-23 DON'T BUY Eric Nuttall

He does not like any of the peers enough to own them.  It is going to be another year of pipeline outages in Canada.  But if you wanted to own one, this would be it.  He recently exited it to put money into service stocks.  He has a lot of respect for the management team.  It is going to be a bumpy ride to get to is target price.


Price:
$7.200
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
No
2017-03-15 WATCH Don Vialoux

A gassy stock and has very strong seasonality, historically from around the last week in January right through until approximately the middle of May. However, it is not happening this year, so wait until the technicals confirm that seasonal trends are actually occurring. This is still in a downward trend.


Price:
$6.870
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-14 DON'T BUY Daniel Lloyd

A Canadian natural gas focused producer. He is bearish on Canadian natural gas, so would want to avoid a name like this. The Canadian natural gas space is going to have problems competing with the US shale industry.


Price:
$6.560
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-02-21 BUY Alex Ruus

(Market Call Minute.) A solid, solid gas producer on the West Coast.


Price:
$7.580
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-16 COMMENT Fabrice Taylor

Best in class, smaller natural gas producer.  Good management.  Good at increasing their reserves and managing costs.  It is just a play on gas prices.


Price:
$7.840
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2017-02-10 COMMENT Craig Porter

A gas producer, but one of the better ones. Very rich liquids gas. They’ve also done a fair bit of hedging. Although the price of gas has fallen dramatically, companies are finding that development costs have also fallen dramatically. He likes the company.


Price:
$7.850
Subject:
RESOURCE
Bias:
BULLISH on OIL
Owned:
Unknown
2017-02-09 COMMENT Jim McGovern

Just released really, really strong results. Terrific operators and have great properties. He is a little concerned with the natural gas price not going up dramatically from here. Also, you should be a little cautious about the border adjustment tax Trump is floating and its impact on Canadian E & P companies.


Price:
$7.950
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
No
2017-01-31 TOP PICK Eric Nuttall

Predominantly a gas producer. Trading at a material discount relative to its gassy peers on a production per share growth over the next couple of years. They’ve picked off a great asset from Encana (ECA-T), and part of it has exploration access in the D2 zone, a liquids rich oily zone. He expects results in mid-March and is optimistic they will be successful. They have an internally financed ability to grow production very meaningfully over the next 5 years. Trading at 5.2X, and he thinks it will be able to gain an 8 multiple over the next 18 months, a 65% upside from today’s level. Dividend yield of 1.24%. (Analysts’ price target is $12.70.)


Price:
$8.020
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-09 WAIT Josef Schachter

He is a big fan.  The stock did exceedingly well from the first quarter of last year.  They are a modular growth player so there is growth built in every few years.  The stock is backing off with the decline of natural gas.  They are a very low cost operator.  It is a core name for investors once we get through a little bit of a shakeup. 


Price:
$8.500
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
Unknown
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