Bellatrix Exploration Ltd. (BXE-T) Stock Predictions - Stockchase
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Bellatrix Exploration Ltd. (BXE-T)

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Bellatrix Exploration Ltd...

BXE-T

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Bellatrix Exploration Ltd. (BXE-T) SAVE Apr, 24, 2019, 2:36 pm

0.30 0.01 (3.28%)

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PAST TOP PICK
(A Top Pick Apr 03/18, Down 80%) Problem is trying to renegotiate the debt due in the next year or two. So it had to do a restructuring and massive dilution of shares. Still generating cash flow. Sees upside. Could be a $1 stock a year from now. He's going to be adding. Likes management.
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(A Top Pick Apr 03/18, Down 80%) Problem is trying to renegotiate the debt due in the next year or two. So it had to do a restructuring and massive dilution of shares. Still generating cash flow. Sees upside. Could be a $1 stock a year from now. He's going to be adding. Likes management.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.295
Owned Owned
Yes

WATCH
Unbelievable numbers. Maturities of debt in 2021. 2018 cash flow was a $1.05 due to hedges. They have always done well with debtors. The stock is ridiculously cheap. He is comfortable with it and at this price it is a bargain. The market is nervous regarding the extension of the debt.
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Unbelievable numbers. Maturities of debt in 2021. 2018 cash flow was a $1.05 due to hedges. They have always done well with debtors. The stock is ridiculously cheap. He is comfortable with it and at this price it is a bargain. The market is nervous regarding the extension of the debt.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.540
Owned Owned
Unknown

DON'T BUY
Their debt is too high and lack the financial flexibility that others have. He sees other opportunities that do not have this balance sheet issue.
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Their debt is too high and lack the financial flexibility that others have. He sees other opportunities that do not have this balance sheet issue.
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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$0.610
Owned Owned
No

PAST TOP PICK
(A Top Pick Feb 12/18, Down 57%) Under one times cash flow. People are worried about their debt, but he does not see a problem. He likes the company. It is a gift. He bought more.
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(A Top Pick Feb 12/18, Down 57%) Under one times cash flow. People are worried about their debt, but he does not see a problem. He likes the company. It is a gift. He bought more.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.680
Owned Owned
Yes

DON'T BUY
He thinks their financial flexibility is so constrained that he sees better choices out there. Why would he take on that added risk?
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He thinks their financial flexibility is so constrained that he sees better choices out there. Why would he take on that added risk?
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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$0.570
Owned Owned
No

PAST TOP PICK
(A Top Pick Jan 15/18, Down 76%) Every 10 cents adds one point five million bucks. The market is worried about the balance sheet but it is very low in valuation. When these stocks take off, they really take off.
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(A Top Pick Jan 15/18, Down 76%) Every 10 cents adds one point five million bucks. The market is worried about the balance sheet but it is very low in valuation. When these stocks take off, they really take off.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.520
Owned Owned
Yes

TOP PICK
They are going to do well in 2019. It is trading at half of one times cash flow. If we get positive swings they could do terribly well. They are working with debtors to extend terms. He thinks they will have success and the stock is a giveaway. He is looking for a 10 bagger in five years. (Analysts’ price target is $0.66)
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They are going to do well in 2019. It is trading at half of one times cash flow. If we get positive swings they could do terribly well. They are working with debtors to extend terms. He thinks they will have success and the stock is a giveaway. He is looking for a 10 bagger in five years. (Analysts’ price target is $0.66)
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.520
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Dec 18/17, Down 63%) All the natural gas stocks have been suffering. All of these companies have debt loads and suffer at these prices. But storage is coming down rapidly. The next cold spell will drive gas prices up. Be bought stock last week. A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges.
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(A Top Pick Dec 18/17, Down 63%) All the natural gas stocks have been suffering. All of these companies have debt loads and suffer at these prices. But storage is coming down rapidly. The next cold spell will drive gas prices up. Be bought stock last week. A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.750
Owned Owned
Yes

DON'T BUY
He's been short this. The balance sheet is very impaired. It needs to reorganize. The assets themselves are fine, but they went on a buying spree and now carry a lot of debt. This has lagged its peers in recent years. A bankruptcy is possible.
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He's been short this. The balance sheet is very impaired. It needs to reorganize. The assets themselves are fine, but they went on a buying spree and now carry a lot of debt. This has lagged its peers in recent years. A bankruptcy is possible.
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$1.130
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Nov 09/17, Down 66%) This is a very cheap stock. This company has the ability to ramp up production significantly. They are NOT going under. The book value is about $11. He keeps on adding to the position. It will be double digit within 3 years.
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(A Top Pick Nov 09/17, Down 66%) This is a very cheap stock. This company has the ability to ramp up production significantly. They are NOT going under. The book value is about $11. He keeps on adding to the position. It will be double digit within 3 years.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.140
Owned Owned
Yes

DON'T BUY

LNG Canada is coming on in 2023 – a long time to protect the balance sheet.  He does not like the level of debt as it handcuffs any financial gains.  He would not own this.  

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LNG Canada is coming on in 2023 – a long time to protect the balance sheet.  He does not like the level of debt as it handcuffs any financial gains.  He would not own this.  

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$1.230
Owned Owned
No

PAST TOP PICK

(A Top Pick December 18, 2017. Down 33%). He was early in his recommendation of this company, but it is doing the right things. It is extending the maturity of its debt. The company was over $3 a year ago. Production in Q2 was up compared to Q1. It will drop for Q3 because of a slowdown in production due to the low AECO prices (see http://www.gasalberta.com/gas-market/market-prices). Q3 will be the trough in production. Bellatrix has just announced a junior acquisition that will add about 2000 boe per day. He expects to see a 40,000 run rate in Q1 with over $1 in cash flow. Book value is $12.11, which is ridiculously higher than the current price. The company is in the Spirit River play, which is liquids-rich. He expects the stock to rise to $7 a year from now.

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(A Top Pick December 18, 2017. Down 33%). He was early in his recommendation of this company, but it is doing the right things. It is extending the maturity of its debt. The company was over $3 a year ago. Production in Q2 was up compared to Q1. It will drop for Q3 because of a slowdown in production due to the low AECO prices (see http://www.gasalberta.com/gas-market/market-prices). Q3 will be the trough in production. Bellatrix has just announced a junior acquisition that will add about 2000 boe per day. He expects to see a 40,000 run rate in Q1 with over $1 in cash flow. Book value is $12.11, which is ridiculously higher than the current price. The company is in the Spirit River play, which is liquids-rich. He expects the stock to rise to $7 a year from now.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.400
Owned Owned
Yes

DON'T BUY

This company is very leveraged (5 times debt-to-cash flow), which will limit its ability to develop capital projects.  He has stayed away and was not a fan of the various joint ventures and prefers to own companies that own their own infrastructure.  

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This company is very leveraged (5 times debt-to-cash flow), which will limit its ability to develop capital projects.  He has stayed away and was not a fan of the various joint ventures and prefers to own companies that own their own infrastructure.  

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.350
Owned Owned
No

PAST TOP PICK

A Top Pick November 9/17 Down 64%) Natural gas companies, as a whole, have been taking a beating lately. People are worried about prices of $1.00 /mcf. LNG export capacity is sopping up growing production in the US and he expects a 3.2 TCF storage level there heading into winter, compared against 4.0 TCF historical rates. He thinks this could be a “five bagger” if natural gas prices pan out as he thinks back to $4.00 /mcf in the next 2-4 years.

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A Top Pick November 9/17 Down 64%) Natural gas companies, as a whole, have been taking a beating lately. People are worried about prices of $1.00 /mcf. LNG export capacity is sopping up growing production in the US and he expects a 3.2 TCF storage level there heading into winter, compared against 4.0 TCF historical rates. He thinks this could be a “five bagger” if natural gas prices pan out as he thinks back to $4.00 /mcf in the next 2-4 years.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.210
Owned Owned
Yes

BUY

This has been beaten up along with a lot of the small cap Nat gas companies. The company is viable; they are generating cash flow, and paying down debt.  He sees it going to $7.00 if he is correct on a $3.00 Nat gas price, and a $20.00 target in 3-5 years

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This has been beaten up along with a lot of the small cap Nat gas companies. The company is viable; they are generating cash flow, and paying down debt.  He sees it going to $7.00 if he is correct on a $3.00 Nat gas price, and a $20.00 target in 3-5 years

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.180
Owned Owned
Yes

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