Guide Exploration

GO-T

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Analysis and Opinions about GO-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 21, 2013

(A Top Pick July 4/12. Down 1.79%.) Acquired by Long Run Exploration (LRE-T) in Oct/12. LRE would be a fabulous buy under $4.

Guide Exploration (GO-T)
August 21, 2013

(A Top Pick July 4/12. Down 1.79%.) Acquired by Long Run Exploration (LRE-T) in Oct/12. LRE would be a fabulous buy under $4.

Josef Schachter
President, Schachter Asset Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
September 25, 2012

(A Top Pick July 4/12. Up 1.79%.) Merging with WestFire Energy (WFE-T) in October, which makes a lot of sense. Likes this company longer-term. This is one you want to own for the long run.

Guide Exploration (GO-T)
September 25, 2012

(A Top Pick July 4/12. Up 1.79%.) Merging with WestFire Energy (WFE-T) in October, which makes a lot of sense. Likes this company longer-term. This is one you want to own for the long run.

Josef Schachter
President, Schachter Asset Management
Price
$1.660
Owned
Unknown
TOP PICK
TOP PICK
July 4, 2012
0.4 price to book ratio. Bounced up a little bit. Likes it. Book value was $3.99 in March. Should be 40%+ oil and liquids next year. Northwest Alberta corridor. If it stays as cheap as it is someone will come knocking, but wait until the fall to buy.
0.4 price to book ratio. Bounced up a little bit. Likes it. Book value was $3.99 in March. Should be 40%+ oil and liquids next year. Northwest Alberta corridor. If it stays as cheap as it is someone will come knocking, but wait until the fall to buy.
Josef Schachter
President, Schachter Asset Management
Price
$1.680
Owned
No
PAST TOP PICK
PAST TOP PICK
April 5, 2012
(A Top Pick May 10/11. Down 40.32%.) Doing about 15,000-16,000 barrels a day of which 37% is liquids, 5700 BOEs a day. Has a nice spread in the West 5 area. Cheap but it could get cheaper.
(A Top Pick May 10/11. Down 40.32%.) Doing about 15,000-16,000 barrels a day of which 37% is liquids, 5700 BOEs a day. Has a nice spread in the West 5 area. Cheap but it could get cheaper.
Josef Schachter
President, Schachter Asset Management
Price
$2.160
Owned
No
BUY
BUY
March 19, 2012
(Market Call Minute) Cut reserves today. Much cleaner story now. If you are patient on Nat Gas, it is ok.
(Market Call Minute) Cut reserves today. Much cleaner story now. If you are patient on Nat Gas, it is ok.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$2.380
Owned
Unknown
COMMENT
COMMENT
August 16, 2011
Sitting on a huge land spread. Just had a new management change. Has been struggling to grow production for several years. Will take a little while for the management team to chew through the properties and divest themselves of non-core assets. On a long-term holding you could do okay but he prefers others.
Guide Exploration (GO-T)
August 16, 2011
Sitting on a huge land spread. Just had a new management change. Has been struggling to grow production for several years. Will take a little while for the management team to chew through the properties and divest themselves of non-core assets. On a long-term holding you could do okay but he prefers others.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.150
Owned
No
DON'T BUY
DON'T BUY
June 8, 2011
Management was chronically over promising. But management had turned over. Have extensive land package. There is no leadership or game plan today. Production is declining.
Management was chronically over promising. But management had turned over. Have extensive land package. There is no leadership or game plan today. Production is declining.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.160
Owned
Unknown
TOP PICK
TOP PICK
May 10, 2011
Doing 13,500-14,000 BOE's a day and expected to average 14,000 a day. Got into the doghouse when involved with the Pasqua and Cardium. Had to sell assets. Doing 37%-38% oil and liquids which is over 50% of revenues. Fabulous value story with BV of $7.97. Has an NAV of $5.48 at the end of 2010. Expecting $1.50 annualized cash flow at the end of 2011.Very cheap.
Doing 13,500-14,000 BOE's a day and expected to average 14,000 a day. Got into the doghouse when involved with the Pasqua and Cardium. Had to sell assets. Doing 37%-38% oil and liquids which is over 50% of revenues. Fabulous value story with BV of $7.97. Has an NAV of $5.48 at the end of 2010. Expecting $1.50 annualized cash flow at the end of 2011.Very cheap.
Josef Schachter
President, Schachter Asset Management
Price
$3.640
Owned
Yes
DON'T BUY
DON'T BUY
May 4, 2011
Have not had a good time of things. Let leverage get too high and had to sell key assets that use to be their jewels. Reserve bookings have been in question. Have retrenched and focusing on probable reserves and turning them into proved reserves. Have lost a lot of their luster and the attention of the street.
Have not had a good time of things. Let leverage get too high and had to sell key assets that use to be their jewels. Reserve bookings have been in question. Have retrenched and focusing on probable reserves and turning them into proved reserves. Have lost a lot of their luster and the attention of the street.
Mason Granger
Portfolio Manager, Sentry Investments
Price
$3.430
Owned
No
BUY
BUY
April 14, 2011
Likes this one. Has a $5.50 target. Sees an NAV of $5.48. Expecting them to do 14,400 BOE’s a day this year. About 34% of oil and liquids, which will be cash flowing them $122 million. Debt about $136 million. Just over 1:1 debt to cash flow ratio. Could see volumes growing up to 15,000 BOE’s a day by year-end.
Likes this one. Has a $5.50 target. Sees an NAV of $5.48. Expecting them to do 14,400 BOE’s a day this year. About 34% of oil and liquids, which will be cash flowing them $122 million. Debt about $136 million. Just over 1:1 debt to cash flow ratio. Could see volumes growing up to 15,000 BOE’s a day by year-end.
Josef Schachter
President, Schachter Asset Management
Price
$3.740
Owned
Unknown
DON'T BUY
DON'T BUY
February 9, 2011
Stuck in a trading range of $3.50 to $4.50 and he feels it’s dead money. Attractive on a valuation basis as it’s trading at a significant discount at 4X enterprise value to cash flow for production and also cheap on book reserves but feels reserves are aggressively booked.
Guide Exploration (GO-T)
February 9, 2011
Stuck in a trading range of $3.50 to $4.50 and he feels it’s dead money. Attractive on a valuation basis as it’s trading at a significant discount at 4X enterprise value to cash flow for production and also cheap on book reserves but feels reserves are aggressively booked.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$4.400
Owned
No
WAIT
WAIT
February 8, 2011
Lot of similarities with SU. Looks like a good place to be. $6.00-$6.80 resistance. In short term, some of indicators are overbought. Then it is going to go much higher.
Guide Exploration (GO-T)
February 8, 2011
Lot of similarities with SU. Looks like a good place to be. $6.00-$6.80 resistance. In short term, some of indicators are overbought. Then it is going to go much higher.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$4.410
Owned
Unknown
HOLD
HOLD
December 14, 2010
Buy at $3.50, sell at $4.25-$4.50. In a no man’s land. Looking at flat production growth. Can withstand a low natural gas price.
Guide Exploration (GO-T)
December 14, 2010
Buy at $3.50, sell at $4.25-$4.50. In a no man’s land. Looking at flat production growth. Can withstand a low natural gas price.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.910
Owned
Unknown
SELL
SELL
November 26, 2010
(Market Call Minute.) Over promise and under deliver from management.
Guide Exploration (GO-T)
November 26, 2010
(Market Call Minute.) Over promise and under deliver from management.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$4.160
Owned
No
PAST TOP PICK
PAST TOP PICK
November 24, 2010
(A Top Pick Nov 5/09. Down 30%.) Was above its 200 day moving average and then dropped below. Sold his holdings at about where he had bought.
Guide Exploration (GO-T)
November 24, 2010
(A Top Pick Nov 5/09. Down 30%.) Was above its 200 day moving average and then dropped below. Sold his holdings at about where he had bought.
Ron Meisels
President, P & C Holdings
Price
$3.850
Owned
No
PAST TOP PICK
PAST TOP PICK
November 8, 2010
(Top Pick Dec 1/09, Down 17%) It was a value play. They have huge assets. He hoped they could execute on a strategy and grow production. They had a number of set backs and he exited the position.
Guide Exploration (GO-T)
November 8, 2010
(Top Pick Dec 1/09, Down 17%) It was a value play. They have huge assets. He hoped they could execute on a strategy and grow production. They had a number of set backs and he exited the position.
Charles Oliver, HBSc CFA
Senior Portfolio Manager, Sprott Asset Management Inc.
Price
$3.860
Owned
No
HOLD
HOLD
October 27, 2010
If you are a believer in the recovery of natural gas prices for 2011, you’ll do quite well. Value of their proven reserves is about $4.25 in a $5 natural gas market. Have decreased their financial leverage so debt to cash flow is about 1X.
Guide Exploration (GO-T)
October 27, 2010
If you are a believer in the recovery of natural gas prices for 2011, you’ll do quite well. Value of their proven reserves is about $4.25 in a $5 natural gas market. Have decreased their financial leverage so debt to cash flow is about 1X.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.870
Owned
No
SELL
SELL
August 31, 2010
Completed strategic review and no buyer could be found. Struggling to meet production. A name to sell or at least not buy.
Guide Exploration (GO-T)
August 31, 2010
Completed strategic review and no buyer could be found. Struggling to meet production. A name to sell or at least not buy.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$3.520
Owned
Unknown
BUY
BUY
August 24, 2010
A brutal story. He was buying it today. He is using it as a way to play an unbelievably beaten up story. It’s cheap on a reserve basis and on a cash flow basis. CEO changed. Limited downside.
Guide Exploration (GO-T)
August 24, 2010
A brutal story. He was buying it today. He is using it as a way to play an unbelievably beaten up story. It’s cheap on a reserve basis and on a cash flow basis. CEO changed. Limited downside.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.310
Owned
Yes
SELL
SELL
August 6, 2010
Thinks investment world has lost faith with management. Consider moving to Emerge (EME-T).
Thinks investment world has lost faith with management. Consider moving to Emerge (EME-T).
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$3.750
Owned
No
COMMENT
COMMENT
July 27, 2010
Oil and Gas in Western Canada. Sold one of their large assets. Still looking at other options to raise cash.
Oil and Gas in Western Canada. Sold one of their large assets. Still looking at other options to raise cash.
Andrew Cook
, Andrew Cook and Associates
Price
$4.140
Owned
Unknown
DON'T BUY
DON'T BUY
July 16, 2010
Chart is showing quite a bit of weakness relative to its peers. If you are currently in this, don't average down but consider reducing out of it.
Chart is showing quite a bit of weakness relative to its peers. If you are currently in this, don't average down but consider reducing out of it.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$4.070
Owned
Unknown
DON'T BUY
DON'T BUY
June 10, 2010
Concerns him. They were looking for someone to buy the company in its entirety but sold a part so suggests they were unsuccessful in finding a buyer. There are much better names to invest in.
Concerns him. They were looking for someone to buy the company in its entirety but sold a part so suggests they were unsuccessful in finding a buyer. There are much better names to invest in.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$5.160
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 1, 2010
(Top Pick Jun 11/09, Up 21.40%) Effectively up for sale right now.
(Top Pick Jun 11/09, Up 21.40%) Effectively up for sale right now.
John Zechner
Chairman, J. Zechner & Assoc
Price
$5.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 18, 2010
(Top Pick Nov 5/09, Up 6% total return) The junior oils are doing better than the senior oils. It just pulled back to its 200 day moving average, which is rising and he thinks this is a good buying opportunity. Stop loss at $4.65. Still has a lot of upside potential.
(Top Pick Nov 5/09, Up 6% total return) The junior oils are doing better than the senior oils. It just pulled back to its 200 day moving average, which is rising and he thinks this is a good buying opportunity. Stop loss at $4.65. Still has a lot of upside potential.
Ron Meisels
President, P & C Holdings
Price
$5.860
Owned
Yes
COMMENT
COMMENT
May 14, 2010
Q1 results were quite good. Put themselves up for sale. Doesn't think there is a huge amount of downside. Relatively inexpensive but doesn't expect to see a lot of M&A activity for a while.
Q1 results were quite good. Put themselves up for sale. Doesn't think there is a huge amount of downside. Relatively inexpensive but doesn't expect to see a lot of M&A activity for a while.
Jason Donville
President & CEO, Donville Kent Asset Management
Price
$6.320
Owned
No
DON'T BUY
DON'T BUY
April 16, 2010
Doing a strategic review so looking at all the terms including selling the company. He would be cautious on this one. Have some good acreage but have to prove up a lot of it and bring it into development, which means capital.
Doing a strategic review so looking at all the terms including selling the company. He would be cautious on this one. Have some good acreage but have to prove up a lot of it and bring it into development, which means capital.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$7.090
Owned
Yes
BUY
BUY
April 9, 2010
A lot of the natural gas stocks have pulled back a little. Now going through a transition of more of a resource play in the Montney and Doig plays. Still have more drilling to do to prove it out but thinks it will be successful.
A lot of the natural gas stocks have pulled back a little. Now going through a transition of more of a resource play in the Montney and Doig plays. Still have more drilling to do to prove it out but thinks it will be successful.
Robert Lyon
Senior. Vice President & Portfolio Manager, AGF Funds Inc.
Price
$7.120
Owned
Yes
DON'T BUY
DON'T BUY
March 24, 2010
Very enviable position primarily in Alberta. 2 cautions. 1) They have put themselves up for sale and 2) have over promised and under delivered.
Very enviable position primarily in Alberta. 2 cautions. 1) They have put themselves up for sale and 2) have over promised and under delivered.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$6.890
Owned
No
BUY
BUY
March 8, 2010
Thinks it has room to move to the upside. Could be a takeover candidate.
Thinks it has room to move to the upside. Could be a takeover candidate.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$6.800
Owned
Yes
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