Viewing Company Bellatrix Exploration Ltd. | StockChase
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Compiling comments that experts make about stocks while on public TV.

Bellatrix Exploration Ltd. Stock Symbol: BXE-T

Last Price Recorded: $3.6700 on 2017-09-25

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Date Signal Expert Opinion Price
2017-09-18 WATCH Josef Schachter

He likes it.  It is cheap compared to book value.  Oil and Nat Gas.  It is so cheap right now and is very attractive.  The balance sheet is attractive since they knocked debt off it.  He thinks it will be a buy during the tax loss selling time.


Price:
$3.410
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
Unknown
2017-09-15 DON'T BUY Eric Nuttall

The list of investables in Canada is not a super long one. Their use of financial leverage taints the name for very, very long time. If you are bullish on gas, he could list off 5 names that you would want to buy ahead of this. Not a name he would own.


Price:
$3.450
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-28 TOP PICK Josef Schachter

The majority of this company’s shares are all in the US and Europe. They are doing production Q1 with 34,750 BOE’s and reporting the results next week. They are really focused for natural gas at the Spirit River. This could potentially be a double-digit stock by 2018, so if you can buy it a little lower than where it is today, it is a table pounding Buy. (Analysts’ price target is $6.25.)


Price:
$3.170
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2017-05-02 TOP PICK Daniel Lloyd

A down and dirty natural gas name in the deep basin in Alberta. Quite good assets with an extremely cheap valuation. People have been worried about previous debt issues, and he thinks those are misguided, if they remain. Any debt is well covered by cash flow. New management which is very focused on shareholder returns. (Analysts’ price target is $1.25.)


Price:
$1.000
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-04-07 HOLD Josef Schachter

This had its glory days in 2014 when it was $11.65. It is getting very, very cheap. The street is unhappy because of the debt load, but they have resolved that. There was concern about production and they are in the process of resolving that. He is beginning to think that this is attractive and has it on his watch list. BV is $3.50, so it is one of the biggest discount to BV out there. The balance sheet has been improved. They paid off their bank debt by asset sales. The debt load is now $360 million against $860 million of equity. His NAV calculation is $2.40, which is very good. Producing about 24% liquids and 76% natural gas. Production in the 4th quarter was 32,000 BOE’s a day, down from 40,700 from the year before. What he doesn’t like is that for a company that is that high in natural gas, production expenses are $10.57 BOE in the 4th quarter, and should be in the $6-$7 range.


Price:
$1.050
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
Unknown
2017-03-28 SELL Swanzy Quarshie

In the past it had some good attributes.  Then their decline rates got way too high.  They spent a lot of money on infrastructure and now are forced to sell some of it because debt has gotten too high.  There are so many other names you can buy.


Price:
$1.030
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2017-02-07 SPECULATIVE BUY Benj Gallander

High risk, high reward is often overused as an expression, but in this case it really applies. The company could go under, but it also has a chance to become a 10 bagger. They’ve dealt with a lot of their debt, so financially they are in better shape. Has a pretty good capital budget going forward and still have some good properties, but they sold a lot of good properties. In danger of losing the New York listing, but just got it approved for it to continue for another 6 months. It is under $1 on the NYSE now, and it wouldn’t surprise him to see a stock consolidation. Those usually really hurt stock prices. A reasonable speculation.


Price:
$1.030
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 COMMENT Benj Gallander

They just sold some assets for around $45 million. They needed money in the kitty for sure. The company is in a certain amount of danger. Thinks there is a possibility it could go bankrupt. If they sell a few more assets, it could actually have a huge, huge return to form. Oil/gas prices are key.


Price:
$1.250
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 DON'T BUY Swanzy Quarshie

She prefers other companies. They got into some trouble on their debt side and were forced to sell some of their midstream assets, which creates rising costs on the processing side. Have been doing well lately in terms of trying to get their drilling costs down. A highly leveraged play looking for a way out. They essentially need capital.


Price:
$1.090
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
No
2016-07-29 SELL Eric Nuttall

Sell it and buy almost anything else.  The management team has tripped and fallen so many times.


Price:
$1.120
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Unknown
2016-07-21 DON'T BUY Mason Granger

(Market Call Minute.) Has a debt problem and are going through a process of selling assets and facilities to try and fix the problem.


Price:
$1.200
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Unknown
2016-02-10 SELL Swanzy Quarshie

(Market Call Minute.) They are ramping up debt with the decline in their production profile. Not a good combination.


Price:
$1.370
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
No
2015-10-22 SELL Eric Nuttall

He would sell and take a tax loss. Either Buy another stock that is undervalued or outsource the money to somebody to manage it for you in the energy space. This name has been a total disaster. Leverage is very high. They have a history of overpromising and under delivering.


Price:
$2.220
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-07-30 DON'T BUY Robert Lauzon

It is not at risk of filing for creditor protection.  They have too much debt, however.  There is no reason to own this stock.


Price:
$2.680
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
No
2015-06-01 PAST TOP PICK Bruce Campbell (1)

(A Top Pick June 11/14. Down 61.27%.) Sold this when he trimmed his energy holdings last fall. This will take a while and won’t be the first one to move back up. Would prefer others at this point.


Price:
$3.610
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
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