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MSFT 9.02META 26.5BKNG 9.7HMP.TO 0.01SPGP 1.21ZUQ.TO 1.52NVDA 7.26GL 0.63
Daily Stock Opinions and Ratings
Stockchase Opinions

Josef SchachterPainted Pony EnergyPONY.TOCOMMENTJan 15, 2018

The mix is very good. $6.30 is the book value. The balance sheet is good. It is trading at a third of book value. People think the company won’t survive but he disagrees. This is trading at survival value. They have hedges on the gas price. He likes what he is seeing. He is looking into it seriously.

Josef SchachterJosef Schachter
Unknown
Unlock Rating
$2.21

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
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HOLD

Painted Pony Energy(PONY.TO)

May 21, 2025

It reported great revenues. You can swap these shares for Tesla, but you can also hold and ride it. But he's not sure if this company is sustainable.

Photo of Jim Cramer - Mad MoneyJim Cramer - Mad MoneyUnlock Rating
N/A

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
DON'T BUY

Painted Pony Energy(PONY.TO)

Jan 17, 2020
A challenged energy company. Really cheap on a price to book basis. The problem is that most energy companies have no positive price momentum and earnings are not yet growing. Cash flow is beginning to improve, but it is too early to get back into yet.
Photo of Jason MannJason Mann
No
Unlock Rating
$0.72

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
DON'T BUY

Painted Pony Energy(PONY.TO)

Dec 19, 2019

He is bullish on Albertan-based natural gas because we have declining production and supply, increased take away capacity and inventories are at a 10 year low. The winter will eventually come and then there is the prospect of depleting storage. A lot of Nat gas companies have hedged away their Alberta gas exposure. Pony still leaves him a little uncomfortable, however. He likes BRK-T, TOU-T and ARX-T. The balance sheet of PONY-T leaves him pause.

Photo of Eric NuttallEric NuttallUnlock Rating
$0.78

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
BUY

Painted Pony Energy(PONY.TO)

Nov 21, 2019
They have significant assets in the core area that will benefit from LNG. They had a tough second quarter and production came in because they shut in some production. The fourth quarter is going to be good. He thinks they can buy down debt next year. It is a higher beta stock and not owned by institutions. They could be a takeover candidate 3 or 4 years down the road.
Photo of Josef SchachterJosef SchachterUnlock Rating
$0.58

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
SELL

Painted Pony Energy(PONY.TO)

Nov 08, 2019
There are a lot of components in the energy sector that are weighing them down. The stock came down so much that it’s looking to be more of a bankrupt company than a turnaround story. The stock’s not looking good so be very careful. It could bounce back, or go lower.
Photo of Jeff Parent B. Eng. FCSI CIMJeff Parent B. Eng. FCSI CIM
No
Unlock Rating
$0.69

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
DON'T BUY

Painted Pony Energy(PONY.TO)

Oct 29, 2019
Well-managed, but Canadian energy has a big strike against it. Most are trading at 3-4x cash flow, which are 15-year lows. Even when there is enthusiasm for oil, the senior oil stocks will move up before these do. Investors don't care about oil stocks now.
Photo of Bruce Campbell (1)Bruce Campbell (1)Unlock Rating
$0.60

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
BUY ON WEAKNESS

Painted Pony Energy(PONY.TO)

Oct 10, 2019
It will benefit from the LNG business that is coming in the next few years. It is a candidate for tax loss selling. $3.40 is his target. He likes it. It has a monster upside.
Photo of Josef SchachterJosef SchachterUnlock Rating
$0.58

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
BUY ON WEAKNESS

Painted Pony Energy(PONY.TO)

Jul 25, 2019
One-year target of $3.40. No dividend. Balance sheet pretty good. He'd potentially own it. Stock is cheap here.
Photo of Josef SchachterJosef Schachter
No
Unlock Rating
$0.88

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
HOLD

Painted Pony Energy(PONY.TO)

Jul 17, 2019
An under-performing natural gas producer that will likely continue to improve its marketing of its production outside of Alberta. He does not currently own it.
Photo of Dennis da SilvaDennis da Silva
No
Unlock Rating
$0.90

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
HOLD

Painted Pony Energy(PONY.TO)

Jun 20, 2019
People need to realize that because of the construction season, the price of ACO is $0.05 and nobody can make money at that. It is a very cheap stock. They are right on the fairway to fill the LNG Canadian needs. He would stay with it. They have sufficient cash flow.
Photo of Josef SchachterJosef SchachterUnlock Rating
$1.08

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
BUY

Painted Pony Energy(PONY.TO)

May 24, 2019
A 10-bagger? Their debt is very low and it is very well managed. They have a massive reserve life. A very big beneficiary of west coast LNG. This could see $15 share prices again. Yes, it could be a 10-bagger or a future acquisition. He is hoping to hear of a LNG Canada announcement soon.
Photo of Josef SchachterJosef SchachterUnlock Rating
$1.20

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
BUY

Painted Pony Energy(PONY.TO)

Feb 28, 2019
Results are not out yet because of a pipeline issue on the West Coast of BC. He thinks their volumes will pick up again as the pipeline issues are resolved. It is a very cheap stock at one and a half times cash flow. We need LNG takeaway capacity on the west coast, which will benefit them in 2024. We are probably going to have the lowest storage levels in a long time in North America due to cold weather. And Canadian Nat Gas prices are above $3 right now. It looks like cold weather will go on a little longer.
Photo of Josef SchachterJosef SchachterUnlock Rating
$1.47

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
DON'T BUY

Painted Pony Energy(PONY.TO)

Jan 09, 2019
A BC station 2 gas producer -- right at the further point from markets. He is focusing on condensate rich producers instead that see prices linked more to oil prices. AECO prices yesterday were $1.13 /GJ.
Photo of Dennis da SilvaDennis da Silva
No
Unlock Rating
$1.43

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
BUY

Painted Pony Energy(PONY.TO)

Dec 17, 2018
It is on his action alert buy list. It is mainly natural gas focused. 9% liquids. They are going to have a lift in production in 2019. The stock is pretty cheap. The balance sheet is 35% debt and he does not see that as a problem. It will start to do much better.
Photo of Josef SchachterJosef SchachterUnlock Rating
$1.33

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
WAIT

Painted Pony Energy(PONY.TO)

Nov 14, 2018
In the long term, they have incredible assets and management and will be very successful. In the short term, they are looking at selling some assets because of high debt loads.
Photo of Joanne A. Hruska, CFAJoanne A. Hruska, CFA
No
Unlock Rating
$2.09

Stock price when the opinion was issued

$0.69

As of Oct 08, 2020. Market Open.

oilgas
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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

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