Opinions Jennifer Stevenson
Tusk EnergyTSK.TOHOLDOct 30, 2008
Domestic Western Canadian producer of over 6000 BTUs a day. Extremely cheap at about 1.5X cash flow. Strong drilling results are coming in on the 4th quarter. Strong balance sheet.
Jennifer StevensonUnknown
$1.14
Stock price when the opinion was issued
oilgas
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Looking for some pretty dramatic production growth in the next 6 months. They are looking to add 50% to their production numbers. Buy when you see the stocks starting to level out in the next few weeks.
Jennifer StevensonOwned
oilgas
BUY
4200 BOE is a day in Q1. Think this will go to 7000 by the end of 2008 and averaging 7500 in 2009. After spring break-up, they will move 3 rigs in. Think they'll drill 50 wells this year and 50 next.
Josef SchachterOwned
oilgas
BUY
Has done very well over the last few months. Primarily gas. All activity is in Western Canada, so no geopolitical risk. Trades at a good discount to its NAV and only about 3X next year's cash flow.
Jonathan BairdOwned
oilgas
TOP PICK
60% gas. Did a great asset swap to get operatorship again. Trading at less than 3X cash flow.
Jennifer StevensonOwned
oilgas
TOP PICK
This is a natural gas story. The company has the ability to grow the volume by 20% a year just by the cost control and how they are running it. He likes the story and the management team.
Josef SchachterOwned
oilgas
BUY
As dropped down way below its intrinsic value and could be a takeout. Low multiple at 2.5X cash flow. Expect it will be gone in a next 5 to 6 months at a nice premium.
Adam ThomasOwned
oilgas
