Guide Exploration

GO-T

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

Analysis and Opinions about GO-T

Signal
Opinion
Expert
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
SELL
SELL
August 6, 2010
Thinks investment world has lost faith with management. Consider moving to Emerge (EME-T).
Show full opinionHide full opinion
Thinks investment world has lost faith with management. Consider moving to Emerge (EME-T).
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.
Show full opinionHide full opinion
Oil and Gas in Western Canada. Sold one of their large assets. Still looking at other options to raise cash.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
PAST TOP PICK
PAST TOP PICK
June 1, 2010
(Top Pick Jun 11/09, Up 21.40%) Effectively up for sale right now.
Show full opinionHide full opinion
(Top Pick Jun 11/09, Up 21.40%) Effectively up for sale right now.
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.
Show full opinionHide full opinion
(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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
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.
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.
Show full opinionHide full opinion
Very enviable position primarily in Alberta. 2 cautions. 1) They have put themselves up for sale and 2) have over promised and under delivered.
BUY
BUY
March 8, 2010
Thinks it has room to move to the upside. Could be a takeover candidate.
Show full opinionHide full opinion
Thinks it has room to move to the upside. Could be a takeover candidate.
Showing 16 to 30 of 143 entries