Delphi Energy Corp.

DEE-T

Analysis and Opinions about DEE-T

Signal
Opinion
Expert
BUY
BUY
June 20, 2019
It is a liquids rich player with very high liquids content. The problem is that the market cap is below the radar, and the debt is high. It was a $4 plus stock when we had decent gas prices. They are looking to bring their debt down. He thinks the company will survive. They've been hammered, however.
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It is a liquids rich player with very high liquids content. The problem is that the market cap is below the radar, and the debt is high. It was a $4 plus stock when we had decent gas prices. They are looking to bring their debt down. He thinks the company will survive. They've been hammered, however.
DON'T BUY
DON'T BUY
May 24, 2019
A Montney producer, which did not hit the production levels the market expected. They have had four good wells come online and more production increases to come in Q4. Their debt needs to be cut by $100 million before he would be interested. The market is penalizing companies that can not get their debt under control.
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A Montney producer, which did not hit the production levels the market expected. They have had four good wells come online and more production increases to come in Q4. Their debt needs to be cut by $100 million before he would be interested. The market is penalizing companies that can not get their debt under control.
COMMENT
COMMENT
April 18, 2019
40% liquids. Book value is 93 cents, so trades at significant discount. Debt overhang is a concern for growth.
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40% liquids. Book value is 93 cents, so trades at significant discount. Debt overhang is a concern for growth.
BUY
BUY
January 24, 2019
They are bringing on new wells. They are generating 30 cents in cash flow and trading at $0.38. The stock has been devastated because of debt. It is a junior name. It is a very cheap stock. It is on his action alert buy list.
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They are bringing on new wells. They are generating 30 cents in cash flow and trading at $0.38. The stock has been devastated because of debt. It is a junior name. It is a very cheap stock. It is on his action alert buy list.
BUY
BUY
December 17, 2018
It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.
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Delphi Energy Corp. (DEE-T)
December 17, 2018
It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.
HOLD
HOLD
October 4, 2018

Auto parts have been a big target in the NAFTA war, so they received a lot of relief when that was signed. Auto stocks are cheap but could face a rough year ahead. We're late in the auto cycle. Don't need to sell. Hold. Don't buy.

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Auto parts have been a big target in the NAFTA war, so they received a lot of relief when that was signed. Auto stocks are cheap but could face a rough year ahead. We're late in the auto cycle. Don't need to sell. Hold. Don't buy.

BUY
BUY
May 15, 2018

This is one of his top plays in Western Canada. Delphi has done a gone job with its balance sheet. They’ve been moving more to liquids and this will be one of the takeover candidates when LNG exports finally start happening.

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This is one of his top plays in Western Canada. Delphi has done a gone job with its balance sheet. They’ve been moving more to liquids and this will be one of the takeover candidates when LNG exports finally start happening.

HOLD
HOLD
May 10, 2018

If the big one starts to go up, this are next. It has held in through awful times.

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If the big one starts to go up, this are next. It has held in through awful times.

WATCH
WATCH
February 5, 2018

They have a higher than average level of debt but trade at a low multiple. If we have low gas prices for quite a while they will have trouble. If an LNG project gets announced in the next 3 to 6 months it might give investors hope we can get rid of some of this gas. She likes what they have done.

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They have a higher than average level of debt but trade at a low multiple. If we have low gas prices for quite a while they will have trouble. If an LNG project gets announced in the next 3 to 6 months it might give investors hope we can get rid of some of this gas. She likes what they have done.

BUY WEAKNESS
BUY WEAKNESS
November 9, 2017

You are going to see the big bounce in production in 2018. The problem is the balance sheet: debt issues. They are about 40% oil and liquids and 60% gas. If it backs off it would be a good buy.

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You are going to see the big bounce in production in 2018. The problem is the balance sheet: debt issues. They are about 40% oil and liquids and 60% gas. If it backs off it would be a good buy.

BUY WEAKNESS
BUY WEAKNESS
April 7, 2017

A Montney producer that has a deal with Repsol, where they got money from the government to help pay down debt. Now they are drilling together in some of the best lands that they have, in the Western part of the play. The wells that are coming out are fabulous. The problem is, they have 4 or 5 wells that they should be bringing on stream in Q2, but as a smaller company, getting access to the frac units is difficult. The stock is getting very cheap. He has a conservative BV of $.98. The balance sheet is in much better shape with $153 million in equity. The bank debt is $25 million and they have a million dollars in senior secured notes. They have a history of being a very good hedger. The low in 2016 was $0.22 and the high was $1.79 this year. If this gets below $1, he thinks it is a table pounding buy. This could get taken over because of their land position.

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A Montney producer that has a deal with Repsol, where they got money from the government to help pay down debt. Now they are drilling together in some of the best lands that they have, in the Western part of the play. The wells that are coming out are fabulous. The problem is, they have 4 or 5 wells that they should be bringing on stream in Q2, but as a smaller company, getting access to the frac units is difficult. The stock is getting very cheap. He has a conservative BV of $.98. The balance sheet is in much better shape with $153 million in equity. The bank debt is $25 million and they have a million dollars in senior secured notes. They have a history of being a very good hedger. The low in 2016 was $0.22 and the high was $1.79 this year. If this gets below $1, he thinks it is a table pounding buy. This could get taken over because of their land position.

COMMENT
COMMENT
January 31, 2017

A small-cap that has been around for 12-14 years. They have a good quality asset with improving well results. They have an exploration well that is academically intriguing. Has always been challenged with such a small company drilling such expensive wells where the concentration risk is so high. The CEO left unexpectedly which makes him a little nervous. Also, the valuation is not compelling enough for him to get excited.

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A small-cap that has been around for 12-14 years. They have a good quality asset with improving well results. They have an exploration well that is academically intriguing. Has always been challenged with such a small company drilling such expensive wells where the concentration risk is so high. The CEO left unexpectedly which makes him a little nervous. Also, the valuation is not compelling enough for him to get excited.

SELL
SELL
December 6, 2016

This has always grappled with debt loads that he felt were too high. Have always had a considerable hedge book. They’ve had to sell properties and do a joint venture.

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This has always grappled with debt loads that he felt were too high. Have always had a considerable hedge book. They’ve had to sell properties and do a joint venture.

COMMENT
COMMENT
July 21, 2016

This has struggled. Hasn’t invested in it in a long time because the balance sheet was so debt laden. In the downturn, they’ve struggled, and had big volume commitments in terms of gas shipments, and got themselves into a bit of a pickle.

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This has struggled. Hasn’t invested in it in a long time because the balance sheet was so debt laden. In the downturn, they’ve struggled, and had big volume commitments in terms of gas shipments, and got themselves into a bit of a pickle.

PAST TOP PICK
PAST TOP PICK
April 22, 2016

(A Top Pick April 6/15. Down 32.4%.) Natural gas producer in the Montney. Very well-run. Likes the story longer-term. This could be a $3-$4 stock again, but the problem is low natural gas prices. They are managing themselves frugally for these tough times. A name that you want to buy on weakness. If they got back down in the low $1 range, it would be a great buy for small-cap investors.

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(A Top Pick April 6/15. Down 32.4%.) Natural gas producer in the Montney. Very well-run. Likes the story longer-term. This could be a $3-$4 stock again, but the problem is low natural gas prices. They are managing themselves frugally for these tough times. A name that you want to buy on weakness. If they got back down in the low $1 range, it would be a great buy for small-cap investors.

Showing 1 to 15 of 130 entries

Delphi Energy Corp.(DEE-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 2

Stockchase rating for Delphi Energy Corp. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Delphi Energy Corp.(DEE-T) Frequently Asked Questions

What is Delphi Energy Corp. stock symbol?

Delphi Energy Corp. is a Canadian stock, trading under the symbol DEE-T on the Toronto Stock Exchange (DEE-CT). It is usually referred to as TSX:DEE or DEE-T

Is Delphi Energy Corp. a buy or a sell?

In the last year, 2 stock analyst published opinions about DEE-T. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Delphi Energy Corp..

Is Delphi Energy Corp. a good investment or a top pick?

Delphi Energy Corp. was recommended as a Top Pick by Josef Schachter on 2019-06-20. Read the latest stock experts ratings for Delphi Energy Corp..

Why is Delphi Energy Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Delphi Energy Corp. worth watching?

2 stock analyst on Stockchase covered Delphi Energy Corp. In the last year. It is a trending stock that is worth watching.

What is Delphi Energy Corp. stock price?

On 2020-04-08, Delphi Energy Corp. (DEE-T) stock closed at a price of $0.42.