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Opinions Mark Grammer
Thai Oil PCLTOP-TBPAST TOP PICKApr 09, 2014
Mark GrammerOwned
$0.01
Stock price when the opinion was issued
oilgas
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TOP PICK
(Bangkok Exchange) A complex refinery and refining margins are improving. If you want a company that is exposed to not just Thailand, but also Laos, Cambodia and Myanmar, this is the company. No debt equity ratio. Expect its EBITDA margin is going to go up. Only trading on about 9X earnings. Tends to be a little more cyclical than the normal names he buys for his growth fund but it is well run and well-positioned geographically. Yield of 4.03%
Mark GrammerOwned
oilgas
TOP PICK
(Not listed in North America.) One of the cheapest complex refineries in the world at about 7 X earnings. Has had 15%-20% growth over the last few years and will probably grow faster going forward. Gross refining margins are very high right now. 4.5% div
Mark GrammerOwned
oilgas
(A Top Pick April 2/13. Down 18.24%.) Political unrest has affected this company but he is a long-term investor and is looking through this turmoil and possibly may add to his position. Very strong company and well managed. Have one of the most complex refineries in the region and are very well-positioned.