Thunder Energy Trust

THY.UN-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about THY.UN-T

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
October 20, 2006
A higher risk natural gas play with a higher decline on its gas wells than he likes. Debt is too high. Trades at a significant discount to the group. May be OK for a higher risk investor. Would prefer better quality like Peyto (PEY.UN-T) or Fairborne (FEL.UN-T).
A higher risk natural gas play with a higher decline on its gas wells than he likes. Debt is too high. Trades at a significant discount to the group. May be OK for a higher risk investor. Would prefer better quality like Peyto (PEY.UN-T) or Fairborne (FEL.UN-T).
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$7.700
Owned
No
DON'T BUY
DON'T BUY
October 6, 2006
This resulted from three companies merging into a trust. This is typically a recipe for disaster. Management continuing on, doesn't have much knowledge of the new business.
This resulted from three companies merging into a trust. This is typically a recipe for disaster. Management continuing on, doesn't have much knowledge of the new business.
Dean Orrico
President, Middlefield Capital Corp.
Price
$6.950
Owned
No
DON'T BUY
DON'T BUY
August 23, 2006
When they converted to a trust, some of their best assets slipped out of the equation. Have not been meeting production targets.
When they converted to a trust, some of their best assets slipped out of the equation. Have not been meeting production targets.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$9.000
Owned
No
DON'T BUY
DON'T BUY
June 28, 2006
Had a deduction in its distributions recently. Struggling to make some production again. Fairly gas weighted. Relatively high levels of debt.
Had a deduction in its distributions recently. Struggling to make some production again. Fairly gas weighted. Relatively high levels of debt.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$8.350
Owned
No
DON'T BUY
DON'T BUY
June 21, 2006
Gas weighted trust that has always paid out more than its earned. recently had a cut of 20% on its distribution and yet is still yielding about 16%.
Gas weighted trust that has always paid out more than its earned. recently had a cut of 20% on its distribution and yet is still yielding about 16%.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$8.500
Owned
No
DON'T BUY
DON'T BUY
June 16, 2006
Not well liked by the market. Good assets from the Thunder Energy company did not end up in the trust. Took on quite a bit of debt. Paying a relatively high payout relative to their cash flow.
Not well liked by the market. Good assets from the Thunder Energy company did not end up in the trust. Took on quite a bit of debt. Paying a relatively high payout relative to their cash flow.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$8.820
Owned
No
BUY
BUY
May 24, 2006
A terrific company. A natural gas producer. The cost of drilling is going up, availability of rigs is harder to get. Feels that in 6/9 months the natural gas price has to recover. Good price.
A terrific company. A natural gas producer. The cost of drilling is going up, availability of rigs is harder to get. Feels that in 6/9 months the natural gas price has to recover. Good price.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$8.740
Owned
Yes
DON'T BUY
DON'T BUY
April 13, 2006
Missed its last production numbers. There are better candidates to invest in.
Missed its last production numbers. There are better candidates to invest in.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$10.400
Owned
No
HOLD
HOLD
February 3, 2006
A relatively small trust. Gas weighted. You will want to see them hitting some good production numbers for 2/3 quarters in a row.
A relatively small trust. Gas weighted. You will want to see them hitting some good production numbers for 2/3 quarters in a row.
Dean Orrico
President, Middlefield Capital Corp.
Price
$11.390
Owned
Yes
HOLD
HOLD
February 3, 2006
Converted to a trust right now. Has been a descent junior pride previously.
Converted to a trust right now. Has been a descent junior pride previously.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$11.390
Owned
Unknown
BUY
BUY
December 15, 2005
15% distribution. Has not kept up with its peers because they’ve had production problems in a couple of their fields. They had hoped to exit this year at 11,500 BOE’s a day but is coming in at 10,500. The market was looking for around 12,000/13,000 next year and that’s going to 10,500/11,000. Likes the management and thinks they will get their act together.
15% distribution. Has not kept up with its peers because they’ve had production problems in a couple of their fields. They had hoped to exit this year at 11,500 BOE’s a day but is coming in at 10,500. The market was looking for around 12,000/13,000 next year and that’s going to 10,500/11,000. Likes the management and thinks they will get their act together.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$11.980
Owned
Yes
WATCH
WATCH
September 2, 2005
Has some higher declining gas propeties. Felt we should sit back and have a look at it before we got involved.
Has some higher declining gas propeties. Felt we should sit back and have a look at it before we got involved.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$13.780
Owned
No
BUY
BUY
August 17, 2005
For pure gas income trust plays, prefers TKE Energy Trust (TKE.UN-T), Progress Energy (PGX.UN-T), Thunder Energy (THY.UN-T) and Peyto (PEY.UN-T). In the producer area Storm Exploration (SEO-T) because it was incredibly cheap at $4.60. Would sell when it gets near $7.
For pure gas income trust plays, prefers TKE Energy Trust (TKE.UN-T), Progress Energy (PGX.UN-T), Thunder Energy (THY.UN-T) and Peyto (PEY.UN-T). In the producer area Storm Exploration (SEO-T) because it was incredibly cheap at $4.60. Would sell when it gets near $7.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$12.690
Owned
Yes
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