Vault Energy Trust (VNG.UN-T) Stock Predictions - Stockchase
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Vault Energy Trust (VNG.UN-T)

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oil/gas

Vault Energy Trust

VNG.UN-T

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Vault Energy Trust (VNG.UN-T) SAVE Dec, 31, 1969, 7:00 pm

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What the experts are saying about VNG.UN-T



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PAST TOP PICK
(A Top Pick Nov 17/06. Down 1%.) Acquired by Penn West Energy (PWT.UN-T)
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(A Top Pick Nov 17/06. Down 1%.) Acquired by Penn West Energy (PWT.UN-T)
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Ravi Sood

President , Lawrence Asset Manag...

Price Price
$3.880
Owned Owned
No

COMMENT
Vault Energy Trust(VNG.UN-T) 

September 5, 2007

Has declined significantly in the last 2 months. Part of it is due to the decline in gas prices. Also, their payout ratio is a little high. Market is looking for a distribution cut. Currently they are up for sale.
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Has declined significantly in the last 2 months. Part of it is due to the decline in gas prices. Also, their payout ratio is a little high. Market is looking for a distribution cut. Currently they are up for sale.
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Ben Cheng

President , Aston Hill Financial...

Price Price
$3.900
Owned Owned
Unknown

COMMENT
Trading below net asset value. Difficult asset base causing them to miss production in the past. Near 20% yield. Looking interesting.
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Trading below net asset value. Difficult asset base causing them to miss production in the past. Near 20% yield. Looking interesting.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$5.120
Owned Owned
No

DON'T BUY
Higher cost production. They have a capital allocation problem. Distributions plus Cap-X is greater than their cash flow so they need an external source of capital to fund some of their distribution. Too much debt.
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Higher cost production. They have a capital allocation problem. Distributions plus Cap-X is greater than their cash flow so they need an external source of capital to fund some of their distribution. Too much debt.
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Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$5.240
Owned Owned
No

COMMENT
Historically have missed on their production numbers and he would like to seat management meet their numbers before owning. F&D costs were quite high this year. Have a lot of tax pools. Trading below its net asset value.
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Historically have missed on their production numbers and he would like to seat management meet their numbers before owning. F&D costs were quite high this year. Have a lot of tax pools. Trading below its net asset value.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$4.190
Owned Owned
No

COMMENT
Vault Energy Trust(VNG.UN-T) 

February 23, 2007

Just released reserves, which met analysts’ expectations. Debt to cash flow is over 2 X’s. Payout ratio is around 80%. Have set production guidance in the past and had trouble meeting it. Have a lot of tax pool, which is becoming very valuable. Possible takeover candidate. Doesn't meet his criteria.
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Just released reserves, which met analysts’ expectations. Debt to cash flow is over 2 X’s. Payout ratio is around 80%. Have set production guidance in the past and had trouble meeting it. Have a lot of tax pool, which is becoming very valuable. Possible takeover candidate. Doesn't meet his criteria.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$5.120
Owned Owned
No

DON'T BUY
Vault Energy Trust(VNG.UN-T) 

January 22, 2007

35% of their natural gas is hedged at $7.60. Had some disappointing production and drill results, and he sold his position. Thinks it is a takeover target within the next year, but doesn't think it will get too much of a premium.
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35% of their natural gas is hedged at $7.60. Had some disappointing production and drill results, and he sold his position. Thinks it is a takeover target within the next year, but doesn't think it will get too much of a premium.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$4.970
Owned Owned
No

HOLD
Vault Energy Trust(VNG.UN-T) 

January 18, 2007

An interesting situation. Quite a small trust and would be an early consolidation candidate. Distribution gives about a 20% yield, yet it has one of the lower payout ratios in the sector at about 110%.
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An interesting situation. Quite a small trust and would be an early consolidation candidate. Distribution gives about a 20% yield, yet it has one of the lower payout ratios in the sector at about 110%.
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Robert Toole

Managing D, Creststreet Asset Ma...

Price Price
$4.680
Owned Owned
Unknown

DON'T BUY
Vault Energy Trust(VNG.UN-T) 

January 16, 2007

There are better producers. Smaller cap and there are safer places to invest in. Yield of about 20% is a red flag that they may have to drop their distributions.
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There are better producers. Smaller cap and there are safer places to invest in. Yield of about 20% is a red flag that they may have to drop their distributions.
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Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$4.830
Owned Owned
No

WAIT
Vault Energy Trust(VNG.UN-T) 

December 29, 2006

Missed production numbers a couple of times and has more leverage than he likes. Has a good asset base, so has the opportunity to fix itself going forward. Because it is gas weighted, not a good time to enter.
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Missed production numbers a couple of times and has more leverage than he likes. Has a good asset base, so has the opportunity to fix itself going forward. Because it is gas weighted, not a good time to enter.
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Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$5.500
Owned Owned
Unknown

WEAK BUY
Vault Energy Trust(VNG.UN-T) 

December 1, 2006

One of the smaller oil/gas trusts. Stumbled on production on a few quarters over the last few years. There is a risk this could continue. The properties within the trust are very good. Would hope for a change in management.
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One of the smaller oil/gas trusts. Stumbled on production on a few quarters over the last few years. There is a risk this could continue. The properties within the trust are very good. Would hope for a change in management.
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Ben Cheng

President , Aston Hill Financial...

Price Price
$5.830
Owned Owned
No

TOP PICK
Vault Energy Trust(VNG.UN-T) 

November 17, 2006

Huge yield. Trading at a huge discount to its net asset value. Have $450 million of tax losses. When 2011 rolls around, this gives them a huge tax shield.
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Huge yield. Trading at a huge discount to its net asset value. Have $450 million of tax losses. When 2011 rolls around, this gives them a huge tax shield.
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Ravi Sood

President , Lawrence Asset Manag...

Price Price
$5.610
Owned Owned
Yes

SHORT
Vault Energy Trust(VNG.UN-T) 

November 16, 2006

If you own sell. If you want a short position, this would be one.
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If you own sell. If you want a short position, this would be one.
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John Stephenson

President , Stephenson & Company...

Price Price
$5.180
Owned Owned
Unknown

DON'T BUY
Vault Energy Trust(VNG.UN-T) 

October 27, 2006

Has a couple of issues. Very highly levered relative to its peer group. High payout ratio.
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Has a couple of issues. Very highly levered relative to its peer group. High payout ratio.
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Kevin Hall BCom

Managing D, Guardian Capital...

Price Price
$7.560
Owned Owned
No

SELL
Vault Energy Trust(VNG.UN-T) 

October 27, 2006

Trading at about an 18% yield. One of the smallest royalty trusts out there. Hasn't gotten enough critical mass and could be a consolidation candidate. Better places to be.
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Trading at about an 18% yield. One of the smallest royalty trusts out there. Hasn't gotten enough critical mass and could be a consolidation candidate. Better places to be.
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Robert Toole

Managing D, Creststreet Asset Ma...

Price Price
$7.560
Owned Owned
No

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