Duvernay Oil Corp

DDV-T

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about DDV-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 26, 2009
(A Top Pick May 1/08. Up 73.1%.) Acquired by Royal Dutch Shell.
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(A Top Pick May 1/08. Up 73.1%.) Acquired by Royal Dutch Shell.
HOLD
HOLD
July 18, 2008
Being acquired by Shell and doesn't think there will be any other bidders.
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Being acquired by Shell and doesn't think there will be any other bidders.
HOLD
HOLD
July 17, 2008
Being acquired by Shell. If you own, hold on for the $83.
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Being acquired by Shell. If you own, hold on for the $83.
BUY
BUY
July 11, 2008
Will continue to grow production. Thinks natural gas will continue to work its way higher. Expect a large company will eventually acquire it.
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Will continue to grow production. Thinks natural gas will continue to work its way higher. Expect a large company will eventually acquire it.
HOLD
HOLD
June 24, 2008
Heavily exposed to gas. Gas tends to get volatile in the shoulder months. Has done tremendously well over the last 7 months.
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Heavily exposed to gas. Gas tends to get volatile in the shoulder months. Has done tremendously well over the last 7 months.
DON'T BUY
DON'T BUY
June 23, 2008
Loves management and properties but cannot get to a valuation any higher than it is. ‘Could’ be a takeover.
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Loves management and properties but cannot get to a valuation any higher than it is. ‘Could’ be a takeover.
BUY
BUY
June 19, 2008
Massive gas company. Acreage is among the absolute top deciles in gassy plays in the Montney region. An expensive multiple stock but the growth profile is an extremely impressive.
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Massive gas company. Acreage is among the absolute top deciles in gassy plays in the Montney region. An expensive multiple stock but the growth profile is an extremely impressive.
BUY
BUY
June 16, 2008
Right place at the right time. (Montney play in B.C.) Very good at acquiring land. Too important not to get taken out. Sees significant upside.
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Right place at the right time. (Montney play in B.C.) Very good at acquiring land. Too important not to get taken out. Sees significant upside.
BUY
BUY
June 16, 2008
2 key things going for them. 1) Very strong pricing in the commodity and he feels natural gas is going a lot higher. 2) Good production growth. Have exposure to the Montney play in Alberta/B.C. Could be a takeover.
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2 key things going for them. 1) Very strong pricing in the commodity and he feels natural gas is going a lot higher. 2) Good production growth. Have exposure to the Montney play in Alberta/B.C. Could be a takeover.
BUY WEAKNESS
BUY WEAKNESS
June 9, 2008
Have a very substantial position in the Montney play in British Columbia, which has better royalties in the gas production than in Alberta. Good management and good assets.
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Have a very substantial position in the Montney play in British Columbia, which has better royalties in the gas production than in Alberta. Good management and good assets.
BUY
BUY
June 6, 2008
Large acreage in the Montney B.C. area. Management has always been extremely successful. An excellent acquisition target, possibly by Talisman (TLM-T).
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Large acreage in the Montney B.C. area. Management has always been extremely successful. An excellent acquisition target, possibly by Talisman (TLM-T).
BUY
BUY
May 29, 2008
Great land position and very high leverage to the price of natural gas. He is very bullish on natural gas.
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Great land position and very high leverage to the price of natural gas. He is very bullish on natural gas.
BUY
BUY
May 27, 2008
Probably the best managed oil/gas company in Canada. Has unconventional gas, which means that the degree of certainty is much higher. Should continue to do extremely well. Trades at a premium to others, but deserves it.
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Probably the best managed oil/gas company in Canada. Has unconventional gas, which means that the degree of certainty is much higher. Should continue to do extremely well. Trades at a premium to others, but deserves it.
BUY
BUY
May 22, 2008
Success in North East Alberta and BC. Lot of upside. One of the more aggressive plays in Natural Gas. Possible acquisition target. Upside in the resource and in natural gas pricing. Thinks it’s going higher. Natural Gas will be higher in 12 months.
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Success in North East Alberta and BC. Lot of upside. One of the more aggressive plays in Natural Gas. Possible acquisition target. Upside in the resource and in natural gas pricing. Thinks it’s going higher. Natural Gas will be higher in 12 months.
BUY WEAKNESS
BUY WEAKNESS
May 16, 2008
One of the stars of the oil patch. Has had a great run. Expensive. Well managed.
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One of the stars of the oil patch. Has had a great run. Expensive. Well managed.
BUY
BUY
May 15, 2008
World-class producer and world-class assets. Good operations.
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World-class producer and world-class assets. Good operations.
COMMENT
COMMENT
May 13, 2008
Has had spectacular growth in production. Kept costs down. Tremendous exposure to the Montney play. Has always been expensive on a multiple basis compared to the peer group. You have to put this aside as it has maintained that premium. With the acreage they have and their success, the stock should continue to have momentum if gas prices continue to go up.
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Has had spectacular growth in production. Kept costs down. Tremendous exposure to the Montney play. Has always been expensive on a multiple basis compared to the peer group. You have to put this aside as it has maintained that premium. With the acreage they have and their success, the stock should continue to have momentum if gas prices continue to go up.
BUY
BUY
May 12, 2008
This is a very hot number and is capable of upside and a take out.
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This is a very hot number and is capable of upside and a take out.
BUY
BUY
May 6, 2008
Added 46% to their reserves last year. A good way for the more aggressive investor to play the Montney play. Will have to spend a lot of money to drill out the targets. There could be 17 TCF of natural gas in this area.
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Added 46% to their reserves last year. A good way for the more aggressive investor to play the Montney play. Will have to spend a lot of money to drill out the targets. There could be 17 TCF of natural gas in this area.
TOP PICK
TOP PICK
May 1, 2008
One of his core intermediate positions. A premier management team. Close to 25,000 barrels equivalent a day. Gas weighted. Tight gas and long life, which is why it trades at a premium multiple.
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One of his core intermediate positions. A premier management team. Close to 25,000 barrels equivalent a day. Gas weighted. Tight gas and long life, which is why it trades at a premium multiple.
BUY
BUY
April 25, 2008
The darling of the gas growth companies. Have tremendous exploration success. Their Montney play isn't a very good part of the basin. If gas prices continue to increase, the stock could go to $60.
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The darling of the gas growth companies. Have tremendous exploration success. Their Montney play isn't a very good part of the basin. If gas prices continue to increase, the stock could go to $60.
BUY
BUY
April 24, 2008
Very gassy with a good record. A little expensive now but could run. Into the shale gas in a new area of Montney B.C.
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Very gassy with a good record. A little expensive now but could run. Into the shale gas in a new area of Montney B.C.
TOP PICK
TOP PICK
April 18, 2008
Stock has come a long way in a short period of time, but they are involved in the play in B.C. called the Montney, which by many views could be as much as 17 PCF trillion cubic feet of gas. Increased their proven and probable reserves by 47% last year. You are getting growth and lower finding costs. The lower royalty regime on deep drilling helps them on 65% of their properties.
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Stock has come a long way in a short period of time, but they are involved in the play in B.C. called the Montney, which by many views could be as much as 17 PCF trillion cubic feet of gas. Increased their proven and probable reserves by 47% last year. You are getting growth and lower finding costs. The lower royalty regime on deep drilling helps them on 65% of their properties.
WAIT
WAIT
April 14, 2008
Unbelievable management. Huge land spread in Northeast B.C. Thinks it's a bit rich at these prices. If you're trading the stock, wait for a pullback. If you are a long-term investor, she thinks it could go a bit higher.
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Unbelievable management. Huge land spread in Northeast B.C. Thinks it's a bit rich at these prices. If you're trading the stock, wait for a pullback. If you are a long-term investor, she thinks it could go a bit higher.
TOP PICK
TOP PICK
March 31, 2008
We’re in a bit of a pinch for natural gas because of a lack of drilling last year. They have a potentially significant play in western Canada. Beating the competition at the growth level and at finding new assets. Really positive pricing power on the product. The company is growing very quickly with a lot of upside.
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We’re in a bit of a pinch for natural gas because of a lack of drilling last year. They have a potentially significant play in western Canada. Beating the competition at the growth level and at finding new assets. Really positive pricing power on the product. The company is growing very quickly with a lot of upside.
WAIT
WAIT
March 7, 2008
Gas dominated company. Shoulder season is traditionally a slow time for natural gas, but we are not seeing it because of the cold weather. This company is very well run. Large acreage position in British Columbia and NW Alberta, in the heart of the very exciting Montney play, which is undervalued. Good management.
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Gas dominated company. Shoulder season is traditionally a slow time for natural gas, but we are not seeing it because of the cold weather. This company is very well run. Large acreage position in British Columbia and NW Alberta, in the heart of the very exciting Montney play, which is undervalued. Good management.
HOLD
HOLD
March 5, 2008
Predominately gas. Probably has the best position in the Montney play, an area that is getting a lot of attention with a lot of people rushing in. Very good company in terms of its execution. Trading at quite a multiple at this time.
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Predominately gas. Probably has the best position in the Montney play, an area that is getting a lot of attention with a lot of people rushing in. Very good company in terms of its execution. Trading at quite a multiple at this time.
WATCH
WATCH
January 15, 2008
Good company and well managed. Gas exposure, so when you feel confident that the gas markets are about to recover, it would be a very good place to put some capital.
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Duvernay Oil Corp (DDV-T)
January 15, 2008
Good company and well managed. Gas exposure, so when you feel confident that the gas markets are about to recover, it would be a very good place to put some capital.
BUY
BUY
January 4, 2008
Debt is creeping up, which is why the stock price has come off quite a bit. They are also gas weighted. If she were going to put her money with someone in these depressed gas prices, this management would be at the top of her list.
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Debt is creeping up, which is why the stock price has come off quite a bit. They are also gas weighted. If she were going to put her money with someone in these depressed gas prices, this management would be at the top of her list.
DON'T BUY
DON'T BUY
December 21, 2007
(Market Call Minute.) He is staying away from the small caps until the dust settles.
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Duvernay Oil Corp (DDV-T)
December 21, 2007
(Market Call Minute.) He is staying away from the small caps until the dust settles.
TOP PICK
TOP PICK
December 17, 2007
A sector that has been a disaster for a while. Stocks are starting to trade at NAV or below. You get a little over $5 in cash flow in 08. Rough weather could help natural gas.
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Duvernay Oil Corp (DDV-T)
December 17, 2007
A sector that has been a disaster for a while. Stocks are starting to trade at NAV or below. You get a little over $5 in cash flow in 08. Rough weather could help natural gas.
HOLD
HOLD
November 15, 2007
A trophy company in terms of management. Have done a fabulous job in growing the business. Heavy weighting to natural gas and with the current weak prices, cash flow is not growing as much as expected. Good balance sheet.
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Duvernay Oil Corp (DDV-T)
November 15, 2007
A trophy company in terms of management. Have done a fabulous job in growing the business. Heavy weighting to natural gas and with the current weak prices, cash flow is not growing as much as expected. Good balance sheet.
BUY
BUY
August 7, 2007
High quality management team with low debt; low operating costs and good organic growth. Hold through the natural gas bear market.
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High quality management team with low debt; low operating costs and good organic growth. Hold through the natural gas bear market.
BUY
BUY
June 6, 2007
Management is very good. Recommend it. Volatility is related to the gas shortage rather then the company itself. It has lots of prospects, and will tie in it's well development. Commodities is a risk, but he thinks that Natural gas prices are going higher because of hurricanes, hot summers and cold winters.
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Management is very good. Recommend it. Volatility is related to the gas shortage rather then the company itself. It has lots of prospects, and will tie in it's well development. Commodities is a risk, but he thinks that Natural gas prices are going higher because of hurricanes, hot summers and cold winters.
BUY
BUY
June 6, 2007
Better management then HPX-T More staying power, because it's a bigger company.
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Better management then HPX-T More staying power, because it's a bigger company.
BUY
BUY
May 31, 2007
As long as the natural gas price doesn't drop to 4 or 5 dollars this stock will just go from strength to strength. It's expensive, but on a 2 or 3 year time horizon the stock could double.
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As long as the natural gas price doesn't drop to 4 or 5 dollars this stock will just go from strength to strength. It's expensive, but on a 2 or 3 year time horizon the stock could double.
BUY
BUY
May 15, 2007
Gassy plays are all rallying. They might do a little bit better than the oils. He would prefer a basket of stocks.
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Gassy plays are all rallying. They might do a little bit better than the oils. He would prefer a basket of stocks.
BUY
BUY
May 10, 2007
The only mid-cap heavily gas weighted player in Canada. Thinks it will lead the charge up in natural gas. The seasonal trade is starting now. Exit it coming of the summer.
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The only mid-cap heavily gas weighted player in Canada. Thinks it will lead the charge up in natural gas. The seasonal trade is starting now. Exit it coming of the summer.
BUY
BUY
April 30, 2007
One of the best names in the junior/intermediate oil/gas space. Pristine balance sheet. Great management. Lots of prospects.
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One of the best names in the junior/intermediate oil/gas space. Pristine balance sheet. Great management. Lots of prospects.
DON'T BUY
DON'T BUY
April 13, 2007
Pure exploration company. Costs in the industry don’t affect them that much. Problem is, it has a massive multiple.
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Pure exploration company. Costs in the industry don’t affect them that much. Problem is, it has a massive multiple.
BUY
BUY
April 4, 2007
One of the finest, best-managed oil/gas companies in the Western Canadian oil basin. Mainly gas. For long-term investment, this is a good time to jump in. Production will grow with reasonable development costs.
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One of the finest, best-managed oil/gas companies in the Western Canadian oil basin. Mainly gas. For long-term investment, this is a good time to jump in. Production will grow with reasonable development costs.
BUY
BUY
April 2, 2007
Bullish on gas. This would give you a good exposure in that sector.
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