Birchcliff Energy Ltd. | StockChase
95
Birchcliff Energy Ltd. (BIR-T)

Last Price Recorded: $4.0900 on 2017-12-13

ON STOCKCHASE SINCE Jul 2005

oil/gas
95
Birchcliff Energy Ltd. (BIR-T)

Last Price Recorded: $4.0900 on 2017-12-13

ON STOCKCHASE SINCE Jul 2005

oil/gas

Birchcliff Energy Ltd.


Signal Opinion Expert
COMMENT

This stock looks weak. If you have energy stocks moving up and yours is not one of them, then there is a problem. You don’t want to let this break too much lower from where it’s at. He would like it to stick at around $4.71. There are better places to be. 

oil/gas

This stock looks weak. If you have energy stocks moving up and yours is not one of them, then there is a problem. You don’t want to let this break too much lower from where it’s at. He would like it to stick at around $4.71. There are better places to be. 

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$4.830
Owned Owned
Unknown

PAST TOP PICK
Birchcliff Energy Ltd.(BIR-T) 

November 15, 2017

(A Top Pick Oct 7/16. Down 45%.) The only natural gas name he owns. He gets excited when sentiment gets so universally bearish, and worst-case expectations get built into the stock price. He finds this name attractive.

oil/gas

(A Top Pick Oct 7/16. Down 45%.) The only natural gas name he owns. He gets excited when sentiment gets so universally bearish, and worst-case expectations get built into the stock price. He finds this name attractive.

oil/gas
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$5.030
Owned Owned
Yes

STRONG BUY

It is cheap right now but could go down more during tax loss selling, below $5 again.  He likes the company.  This is a table pounding buy if it gets back down there again during tax loss selling.

oil/gas

It is cheap right now but could go down more during tax loss selling, below $5 again.  He likes the company.  This is a table pounding buy if it gets back down there again during tax loss selling.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$5.660
Owned Owned
Unknown

COMMENT

What is holding them back right now is the take away capacity, and a lot of maintenance on some of these collecting natural gas lines out west, which has affected production and volumes, and more specifically, a lot of that gas has been shut-in in storage, so you have a glut of gas which caused the AECO price to go to zero 2 weeks ago, but is now back to $1+. Also, one of its major shareholders sold down his holdings. He is waiting for clarity on AECO price, which we might get in the next couple of weeks.

oil/gas

What is holding them back right now is the take away capacity, and a lot of maintenance on some of these collecting natural gas lines out west, which has affected production and volumes, and more specifically, a lot of that gas has been shut-in in storage, so you have a glut of gas which caused the AECO price to go to zero 2 weeks ago, but is now back to $1+. Also, one of its major shareholders sold down his holdings. He is waiting for clarity on AECO price, which we might get in the next couple of weeks.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$5.250
Owned Owned
No

PAST TOP PICK
Birchcliff Energy Ltd.(BIR-T) 

September 15, 2017

(A Top Pick Aug 30/16. Down 33%.) Did a great job of acquiring an asset out of Encana last year. Because of infrastructure, they were able to go in and steal the asset. The CEO doesn’t get as much credit as he should.

oil/gas

(A Top Pick Aug 30/16. Down 33%.) Did a great job of acquiring an asset out of Encana last year. Because of infrastructure, they were able to go in and steal the asset. The CEO doesn’t get as much credit as he should.

oil/gas
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$6.030
Owned Owned
Yes

PAST TOP PICK
Birchcliff Energy Ltd.(BIR-T) 

September 15, 2017

(A Top Pick Aug 2/16. Down 34%.) Good financial discipline, and he has a lot of respect for management. The balance sheet is in great order and they have a great growth program for the next 5 years. They have the access to infrastructure, a key thing in Western Canada, especially for gas. Probably two turns cheaper than its peer group. They are focused in the Montney, the most profitable gas play in Canada.

oil/gas

(A Top Pick Aug 2/16. Down 34%.) Good financial discipline, and he has a lot of respect for management. The balance sheet is in great order and they have a great growth program for the next 5 years. They have the access to infrastructure, a key thing in Western Canada, especially for gas. Probably two turns cheaper than its peer group. They are focused in the Montney, the most profitable gas play in Canada.

oil/gas
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital ...

PricePrice
$6.030
Owned Owned
Yes

WAIT

A natural gas producer. Natural gas has 2 seasons; heating and cooling. This is not the season for natural gas. The last one was from March 22 to June 19. You want to be in the sector before the event actually takes place. Wait until September before actually taking a look.

oil/gas

A natural gas producer. Natural gas has 2 seasons; heating and cooling. This is not the season for natural gas. The last one was from March 22 to June 19. You want to be in the sector before the event actually takes place. Wait until September before actually taking a look.

oil/gas
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$6.100
Owned Owned
Unknown

COMMENT

Should they buy Altagas’ Gordendale plant? He would be surprised if they would purchase it. A lot of energy companies try to run asset-like programs. He doesn’t think Altagas would want to sell the asset.

oil/gas

Should they buy Altagas’ Gordendale plant? He would be surprised if they would purchase it. A lot of energy companies try to run asset-like programs. He doesn’t think Altagas would want to sell the asset.

oil/gas
John O'Connell, CFA

Chairman and CEO, Davis Rea...

PricePrice
$6.270
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick July 29/16. Down 32.42%.) Management has always been underappreciated. They’ve done a really good job in building an asset base, and most importantly, paying down debt. Have a fairly good 5-year growth plan.

oil/gas

(A Top Pick July 29/16. Down 32.42%.) Management has always been underappreciated. They’ve done a really good job in building an asset base, and most importantly, paying down debt. Have a fairly good 5-year growth plan.

oil/gas
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$6.370
Owned Owned
No

TOP PICK

A low cost natural gas producer. When this comes off the bottom, it does very well. In January of last year, it was trading at $2.84, and it went to just over $10. Thinks it probably backs off to below $6, and even below $5.50. Feels the company is going to do a 70,000 BOE’s a day this year and 80,000 by the end of the year. He has a $13 one-year target. Dividend yield of 1.7%. (Analysts’ price target is $11.50.)

oil/gas

A low cost natural gas producer. When this comes off the bottom, it does very well. In January of last year, it was trading at $2.84, and it went to just over $10. Thinks it probably backs off to below $6, and even below $5.50. Feels the company is going to do a 70,000 BOE’s a day this year and 80,000 by the end of the year. He has a $13 one-year target. Dividend yield of 1.7%. (Analysts’ price target is $11.50.)

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$5.970
Owned Owned
No

COMMENT

A very high quality company. Natural gas focused, so it has had some challenges in the last 5 years. They’ve been extraordinary implementers. Despite very low natural gas prices, their exploration efficiencies and production efficiencies are such that they make money even with these extraordinarily low prices. If you have a 5-year horizon on this company, you should do very well.

oil/gas

A very high quality company. Natural gas focused, so it has had some challenges in the last 5 years. They’ve been extraordinary implementers. Despite very low natural gas prices, their exploration efficiencies and production efficiencies are such that they make money even with these extraordinarily low prices. If you have a 5-year horizon on this company, you should do very well.

oil/gas
Rick Rule

Pres. & CEO, Sprott USA...

PricePrice
$6.770
Owned Owned
Yes

COMMENT

He would be cautious on British Columbia natural gas producers. They are strategically and geographically disadvantaged. Pricing in Western Canada is reasonably weak. There is nothing wrong with their assets.

oil/gas

He would be cautious on British Columbia natural gas producers. They are strategically and geographically disadvantaged. Pricing in Western Canada is reasonably weak. There is nothing wrong with their assets.

oil/gas
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$6.680
Owned Owned
No

PAST TOP PICK

(A Top Pick April 22/16. Up 64%.) The stock did fabulously well, and he pulled it off his recommended list when it got over $9. It is getting cheap again. BV is $6.64, and NAV is $9.27, so it is trading very cheaply. He likes their long-life reserves of 21.9 years proven RLI. He has a target now of $13. Any time you see any weakness below $7, it is something to start taking a look at.

oil/gas

(A Top Pick April 22/16. Up 64%.) The stock did fabulously well, and he pulled it off his recommended list when it got over $9. It is getting cheap again. BV is $6.64, and NAV is $9.27, so it is trading very cheaply. He likes their long-life reserves of 21.9 years proven RLI. He has a target now of $13. Any time you see any weakness below $7, it is something to start taking a look at.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$7.840
Owned Owned
No

COMMENT

A dry gas producer, although the Gordondale transaction increased their liquids cut to about 25%, which helped alleviate some of the pure risk of being a gas producer. They are prone to seasonality like any of the gas producers, going from winter heating requirements to summer air conditioning requirements, where there is a lull. The company is very well hedged. The balance sheet is much better after the Gordondale transaction.

oil/gas

A dry gas producer, although the Gordondale transaction increased their liquids cut to about 25%, which helped alleviate some of the pure risk of being a gas producer. They are prone to seasonality like any of the gas producers, going from winter heating requirements to summer air conditioning requirements, where there is a lull. The company is very well hedged. The balance sheet is much better after the Gordondale transaction.

oil/gas
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital ...

PricePrice
$7.890
Owned Owned
Unknown

DON'T BUY

He does not like any of the peers enough to own them.  It is going to be another year of pipeline outages in Canada.  But if you wanted to own one, this would be it.  He recently exited it to put money into service stocks.  He has a lot of respect for the management team.  It is going to be a bumpy ride to get to is target price.

oil/gas

He does not like any of the peers enough to own them.  It is going to be another year of pipeline outages in Canada.  But if you wanted to own one, this would be it.  He recently exited it to put money into service stocks.  He has a lot of respect for the management team.  It is going to be a bumpy ride to get to is target price.

oil/gas
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$7.200
Owned Owned
No

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