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Talisman Mining Ltd (TLM.TO)

WAIT
wait on the short term to see what happens on the royalty regime, long term they look good. They are in a managment transistion right now. Long term energy continues to be a good investment.
COMMENT
Likes this company. Have a great global asset base. Good to own stocks with international exposure outside of Canada.
BUY
Model price is $24.35, a 26% positive differential.
BUY
Has been a value trap. Trades at about 4.4X cash flow compared to the average of about 5.9. International focused and with the recent royalty review in Alberta this could be a breakout year for them. Sold about $1 billion of Canadian assets and have been buying back stock. Have some new, exciting permits in Peru and Colombia. Diversification is tremendous.
DON'T BUY
A great business, but the problem is they have a heavy gas weight of about 45%. LNG poses of real problem for the gas producers.
BUY
Has been a frustrating stock. Good management. Diversified outside of Canada. Expect there will be production growth. Not expensive.
TOP PICK
Very internationally diversified. Very inexpensive relative to its peers on a cash flow basis. Drilling up an offshore field in Vietnam and will know within 30 days if it is a significant play.
BUY
Likes it because it doesn’t have any oil sands exposure, which could be subject to Alberta royalty review.
HOLD
Having a change in their CEO. Won’t be very much affected by the Alberta royalty review as they are not in the oil sands.
WEAK BUY
Has a positive 27% differential
BUY
“Like the poor stepchild.” cheapest oil company in the world. Trades at 3.8 times cash flow, very cheap. Huge production growth plan for next year. Screaming buy right now.
BUY ON WEAKNESS
The real issue with this company has been the change in management. Have had a few production issues in the North Sea. Have also been streamlining some of their assets in Canada. Buy on extreme weakness.
TRADE
Would like to see company broken up. Ready buyers in far east. Looking for new CFO. President trying to shake things up.
BUY
Internationally diversified and cheaper than many of the others. Some of their North Sea production is starting to drop off, which is a concern. Could be a takeover. Trading at 4.88 to cash flow. Good price.
TOP PICK
Has a growing production profile. Sees cash flow going from $4 this year to maybe $5 in 08. A compelling by at $18. Likes its international diversification.
Showing 451 to 465 of 1,053 entries