Peter Hodson Pan Orient Energy POE-X PAST TOP PICK Aug 27, 2008

(A Top Pick Sept 20/07. Up 46%.) Their wells are so productive and so cheap to drill that they return their capital investment on a well in about 2 weeks. There are rumours they are going to split the company into 2 and sell some of the assets.

Peter Hodson

Owned

Unlock Rating

$7.440

Stock price when the opinion was issued

Oil and Gas (Integrated Oils)

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PAST TOP PICK

(A Top Pick Sept 30/07. Up 130%.) Had one well that was a duster about a month ago and the stock dropped. Thailand operation. Well managed. Have great potential. Cost of a well is about $800,000, which they can pay back in about a week.

RISKY

Oil in Thailand as well as an oil sands play in Alberta. Thailand is very exciting. Higher risk.

COMMENT

Oil story in Thailand. Have some fabulous wells. Stock is having a cool off period here. If they can have continued success on the drill bit in their new volcanic play and the higher oil prices are there, the stock should rebound.

COMMENT

Spectacular successes with their Thailand plays. Just made a purchase in Indonesia. Government tax of 50% on any profit over $60. Between Oilexco (OIL-T) and this, she would prefer Oilexco, which represents better valuation in the market. (Not as expensive and has the same kind of upside. Less political risk in the North Sea.)

BUY

Likes it. Price getting close to it’s old high. Little risky.

COMMENT

There are a handful of stocks that are relatively clean and this is one of them. The problem is, it is in Thailand so there is not the same sort of transparency. On his short list of companies.

BUY

(Market Call Minute.) Had some disappointing results in Thailand on very large impact exploratory wells. Great balance sheet. Still very good prospects in terms of drilling locations.

BUY

(Market Call Minute.) Given that money is going to be recycled out of recent purchases by foreigners, these kinds of names are going to be the best beneficiaries of this.

BUY

Very volatile because it has fresh production in their numbers. Likes their exploration focus. They have the expertise. Good one to own but it is lumpy. It’s a move on news stock. Actively drilling now so there should be news every 6 weeks. Last on the 16’th.

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Peter Hodson Pan Orient Energy POE-X PAST TOP PICK Aug 27, 2008

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