Viewing Company Leucrotta Exploration Inc. | StockChase
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Leucrotta Exploration Inc. Stock Symbol: LXE-X

Last Price Recorded: $1.8500 on 2017-08-18

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Date Signal Expert Opinion Price
2017-06-23 TOP PICK James Hodgins

He is quite bearish on the broader markets, but the sentiment in the energy sector in Canada has been so negative that he thinks it is undervalued. They have no debt and has 900 prime low-cost Montney drilling locations with significant infrastructure and only about 10% of it is dry gas. CEO owns about 30% of the stock. (Analysts’ price target is $3.25.)


Price:
$1.850
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2016-10-21 TOP PICK Dennis da Silva

Probably the next tier down in terms of a Montney player. Montney Northeast BC the main trend, you have Arc Resources (ARX-T) just to the south, Tourmaline (TOU-T) to the west. About a $300 million enterprise value. It has about 170 sections of land, and a big oil window, so there is a lot of latent value. Management has a history of monetizing assets, and own 16% of the company on a fully diluted basis. Key catalysts are to tie-in 4 wells in Q4-Q1 2017.


Price:
$2.250
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-21 COMMENT Mason Granger

This is early stage, and he tends to focus on companies that generate a significant free cash flow. They have a great balance sheet and a great asset, and are now trying to prove things up and ultimately sell the company. Has a lot of confidence in the team behind them.


Price:
$1.890
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2016-07-20 DON'T BUY Peter Imhof

Had problems with drilling a few years back. Prefers companies that have a lot of production growth, and thinks this is more of a play on the land mass. Doesn’t think this is the environment for buying this type of company.


Price:
$1.890
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2015-12-23 PAST TOP PICK James Hodgins

(A Top Pick Dec 22/14. Down 41.09%.) Had thought this was oversold from tax loss selling and it had a pretty good run into January. Thinks it will have a good run through January again. Low cost kind of development, which he likes. He would buy this for a trade again.


Price:
$0.800
Subject:
SMALL & MID-CAP
Bias:
UNKNOWN
Owned:
Yes
2015-10-07 PAST TOP PICK Bill Bonner

(Top Pick Oct 3/14, Down 50.46%) He was driven out of it by some external circumstances.  He thinks it will have a pretty good run-up as things improve.  It is probably a late cycle stock.


Price:
$1.070
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
No
2015-01-20 COMMENT Eric Nuttall

Pretty much a pure play as a natural gas producer in the liquids rich area of the Montney’s. This is more of a resource story than a cash flow story, given that they have locked up around 170 net sections in the Montney fairway, in an area where they have had very good success as has had Tourmaline (TOU-T), a couple of sections away. By his math, this company is going to have to come back to market in 2015 for funding. Sustainability, at today’s prices, might be slightly challenged.


Price:
$0.900
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2014-12-22 TOP PICK James Hodgins

Natural gas. Doesn’t think there is huge upside, but also doesn’t think there is much downside. Stock had a little selloff last week on a well that had a problem with some equipment. They were rushing to get that well done because they were making a land package acquisition in a competitive situation in the Montney. Arc Resources (ARX-T) is also bidding on land around this company, and he thinks that Arc could take this company out. Even at the current level of commodity prices, he thinks they are going to grow their NAV to $2 a share over this year. One of the very few companies that is fully funded at current levels of commodity prices. His one-year target is $2.


Price:
$1.290
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH on COMMODITIES
Owned:
Yes
2014-10-03 TOP PICK Bill Bonner

180 sections in the Montney. The most economic play of any in Western Canada. Liquids rich Nat Gas. It is going to be a great performer this year.


Price:
$2.180
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-08 TOP PICK Robert Lauzon

Markets are fixated on their location.  He feels this one is mispriced.


Price:
$2.120
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-25 WAIT Eric Nuttall

They have a very clean balance sheet so they are well funded through 2015.  He would pick away at it at $2. 


Price:
$2.190
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 11 of 11 entries

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