Talisman Mining Ltd (TLM.TO) Buy, Sell or Hold

Talisman Mining Ltd (TLM.TO)

0.00

-0.00 (0.00%)

74 watching

TOP PICK

Value player of all time. Huge value here. Eventually the market will see the value. Great assets in Indonesia. Going through strategic change and has been vulnerable in this market.

HOLD

Not as enthused about the company under their new management, which seems to be more into foreign areas that are not as safe. Good value at these levels.

COMMENT

Quality company. Has been a source of disappointment over a period of time. He would prefer Encana (ECA-T) instead.

TOP PICK

Value energy stock. Both oil and gas but emphasis is on gas. Have been playing up their non-conventional natural gas areas. Biggest production player in the Quebec shale where they are finally starting to get some production.

PAST TOP PICK

(A Top Pick Aug 23/07. Down 1%.) Everybody needs a producer/explorer in their portfolio and a good idea to get outside of the Canadian Western sedimentary basin. Likes their exposure in Southeast Asia.

HOLD

Had a big run when the shale gas play got running a few months ago but the market meltdown brought it back. New management. Very cheap here. Should be back at its all-time highs in the next 12 months. Vulnerable to be taken over in the next couple of years that could put the price target in the $25-$28 range..

COMMENT

Have a very disjointed strategy with Indonesia, Western Canada and the North Sea. New CEO is refocusing the company and taking on more unconventional assets, where the growth is. In a transition stage at the present.

WEAK BUY

Cheap on every basis, cash multiple, earnings multiple, etc. Issue is about strategy. In the penalty box for some time and keeps going back. Seem to be rushing into tight gas, shale plays and North America years after Encana (ECA-T) has been there. Still waiting for a focus strategy to emerge. Shouldn’t be a core holding.

BUY

Statistically cheap. Kurdistan holding is quite small and is kind of a non-event. Have a lot of non-conventional oil growth that they have to prove to the market that they can do it. Riskier than average but upside is greater.

BUY

$17.50 seems to be a good area of support and this is now a good place to get in. Don’t expect immediate rewards.

PAST TOP PICK

(A Top Pick Aug 31/07. Up 2%.) Valuation is very compelling at these levels. Production over the next 2 or 3 years should go up substantially. Globally diversified. Cash flow should be well over $6 in the next couple of years. Still a Buy.

COMMENT

A value stock in the energy group so he would be much more comfortable owning this one. The new CEO has been focusing on conventional natural gas and getting rid of some marginal properties.

DON'T BUY

Inexpensive. Strategy has become a little more focused. Widely rumoured as a possible takeover target. New CFO typically is a sign of strategy building rather than a sales strategy. Little bit higher in their operating costs, which is why they look so cheap on a cash flow basis. Acquisition in Kurdistan is a huge issue in credibility too.

BUY

Poor respect by the market. Probably because of being in questionable regions in the past. Their move into Kurdistan is not a concern to him. 3 years ago stock was $18 and oil was $60. Again at $18 while oil is at $120. A tremendous opportunity to get into a name that has great upside potential.

BUY

Would be tempted to look at this one at this price. Strategy was to get out of high-risk plays but is now jumping back into Iraq. All the same, the valuation is getting to a point where you should start to take a look at it.

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Talisman Mining Ltd (TLM.TO)