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Opinions Dennis da Silva
Seven Generations Energy LtdVII.TOTOP PICKMay 31, 2016
Dennis da SilvaStock price when the opinion was issued
As of Apr 07, 2021. Market Open.
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Eric NuttallEric NuttallEric NuttallHe thinks natural gas will be the energy of the future. He is not an energy expert. He has gone with Peyto. Consider taking small positions when there are big market down days. But they must be good companies that will survive. 7 out of 10 of these companies may go under. Think of them as call options.
Brian Acker, CAVII-T vs CR-T? He would stay away from CR-T due to its debt level. VII-T has a good management team, but its slow down in growth highlighted their 50% decline rates in existing assets. This causes too much of their cash flow to still be required for maintenance. He would prefer NVA-T, which trades at a lower multiple of cash flow, has a better balance sheet, and lower decline rates on production.
Eric Nuttall
A liquids rich gas name in the Montney. About 50-50 now between liquids and gas. These guys know how to do it. They are already at 85,000 barrels of oil equivalent production. They will grow at 105,000 barrels, and can easily see it growing to probably 200,000 in the next couple of years.