Celtic Exploration Ltd.

CLT-T

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

Analysis and Opinions about CLT-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 27, 2013

(Top Pick Jul. 19/12, Up 72.69%)

(Top Pick Jul. 19/12, Up 72.69%)

Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$27.060
Owned
No
TOP PICK
TOP PICK
February 11, 2013

KEL-T, when it becomes available, or can be bought through CLT-T now. A stock to die for that you can’t actually buy for now, Will come to the market shortly. 3.3 Million Barrels to start with. CLT-T would be how you get into it right now.

KEL-T, when it becomes available, or can be bought through CLT-T now. A stock to die for that you can’t actually buy for now, Will come to the market shortly. 3.3 Million Barrels to start with. CLT-T would be how you get into it right now.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$26.700
Owned
No
SELL
SELL
December 11, 2012

This has been effectively taken over by Exxon Mobil. If you own, you might want to Sell and lock in your profits.

This has been effectively taken over by Exxon Mobil. If you own, you might want to Sell and lock in your profits.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$26.100
Owned
Unknown
TOP PICK
TOP PICK
July 19, 2012
Natural gas. Good management. Excellent asset base. Have a Montney play that they are in the process of delineating. Very strong balance sheet. Management owns 20% plus of the stocks. Once you start seeing the LNG export capacity start coming closer to fruition in Canada, this is a takeout candidate. There is also a joint venture possibility.
Natural gas. Good management. Excellent asset base. Have a Montney play that they are in the process of delineating. Very strong balance sheet. Management owns 20% plus of the stocks. Once you start seeing the LNG export capacity start coming closer to fruition in Canada, this is a takeout candidate. There is also a joint venture possibility.
Jason Mayer
Portfolio Manager, Middlefield Capital
Price
$15.670
Owned
Yes
HOLD
HOLD
April 25, 2012
Doesn't follow it that closely but if you like natural gas, this is one of the great leveraged plays.
Doesn't follow it that closely but if you like natural gas, this is one of the great leveraged plays.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$13.930
Owned
No
BUY
BUY
March 23, 2012
It’s NAV is around $10, so it pricing in a premium because it its resource plays. In some of the best resource plays in Canada. Did a convertible debenture financing, so have cleaned up any pressure on the stock because of equity financing. Strike price is in the $20 range. Only paying 5% on this debt. It is good. If oil get weaker this one might not go anywhere for a couple of months.
It’s NAV is around $10, so it pricing in a premium because it its resource plays. In some of the best resource plays in Canada. Did a convertible debenture financing, so have cleaned up any pressure on the stock because of equity financing. Strike price is in the $20 range. Only paying 5% on this debt. It is good. If oil get weaker this one might not go anywhere for a couple of months.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$15.350
Owned
Unknown
WAIT
WAIT
March 19, 2012
See comments on TOU. Likes management. Got pounded to appoint where it is getting attractive. It’s early. Could be another dollar or so downside.
See comments on TOU. Likes management. Got pounded to appoint where it is getting attractive. It’s early. Could be another dollar or so downside.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$15.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 30, 2011
(A Top Pick July 13/10. Up 81.73%.)
(A Top Pick July 13/10. Up 81.73%.)
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$22.570
Owned
Yes
BUY
BUY
August 16, 2011
2 of their wells were boomers at Westhaven at about 14 million plus liquids a day. This suggests that the Montney formation is pervasive across all 6 of their net sections. Huge potential reserve growth. Looking at over $30 in the next 6 months.
2 of their wells were boomers at Westhaven at about 14 million plus liquids a day. This suggests that the Montney formation is pervasive across all 6 of their net sections. Huge potential reserve growth. Looking at over $30 in the next 6 months.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$23.100
Owned
Yes
TOP PICK
TOP PICK
April 25, 2011
Pull back has created a good entry point. Top tier management. Produces around 17,000 BOE a day. Gas levered. Just acquired 600 sections to develop a new play in the Montne. Have another great asset in the Duvernay, and early stage shale play.
Pull back has created a good entry point. Top tier management. Produces around 17,000 BOE a day. Gas levered. Just acquired 600 sections to develop a new play in the Montne. Have another great asset in the Duvernay, and early stage shale play.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$19.980
Owned
Yes
TOP PICK
TOP PICK
December 9, 2010
Gas weighted and focused in Canada, mainly Alberta. Exposure to the Montne. 18%-19% owned by management. Low cost producer and relatively low debt. Well positioned to withstand lower gas prices but huge leverage to higher gas prices.
Gas weighted and focused in Canada, mainly Alberta. Exposure to the Montne. 18%-19% owned by management. Low cost producer and relatively low debt. Well positioned to withstand lower gas prices but huge leverage to higher gas prices.
Dean Orrico
President, Middlefield Capital Corp.
Price
$17.650
Owned
Yes
TOP PICK
TOP PICK
July 13, 2010
75% natural gas with high liquid content and 25% oil. Premier management. Management owns 25% of stock. One of the early players in the Montney region.
75% natural gas with high liquid content and 25% oil. Premier management. Management owns 25% of stock. One of the early players in the Montney region.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$12.750
Owned
Yes
TOP PICK
TOP PICK
May 18, 2010
Oil/gas producer focused in Alberta. 2/3 gas, 1/3 liquid. Management owns 25%. Top-tier per share growth over the last 4-5 years.
Oil/gas producer focused in Alberta. 2/3 gas, 1/3 liquid. Management owns 25%. Top-tier per share growth over the last 4-5 years.
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$9.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 5, 2010
(A Top Pick June 30/09. Up 35.07%.) Gas weighted so could be in for a rough summer.
(A Top Pick June 30/09. Up 35.07%.) Gas weighted so could be in for a rough summer.
Laura Lau
Senior Portfolio Manager, Sentry Select Capital
Price
$21.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 16, 2010
(Top Pick Jan 20/09, Up 61%) Did very well for two reasons. Management team assembled a fantastic core asset. Profits are robust. They also had a small amount of oil production as a hedge. Now they will be more tied to gas price.
(Top Pick Jan 20/09, Up 61%) Did very well for two reasons. Management team assembled a fantastic core asset. Profits are robust. They also had a small amount of oil production as a hedge. Now they will be more tied to gas price.
Jennifer Stevenson
Executive Vice President, Qwest Investment Fund Management Corp.
Price
$20.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 8, 2010
(A Top Pick June 30/09. Up 32.72%.) Still a buy.
(A Top Pick June 30/09. Up 32.72%.) Still a buy.
Laura Lau
Senior Portfolio Manager, Sentry Select Capital
Price
$20.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 18, 2009
(A Top Pick June 30/09. Up 20.5%.) Sees lots of visible growth ahead for them.
(A Top Pick June 30/09. Up 20.5%.) Sees lots of visible growth ahead for them.
Laura Lau
Senior Portfolio Manager, Sentry Select Capital
Price
$18.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 30, 2009
(A Top Pick June 30/09. Up 25.2%.) Montney producer in Alberta and one of the best beneficiaries of this change in royalties in Alberta. Now chasing a new play, Blue Sky, which is giving natural gas liquids for a better price.
(A Top Pick June 30/09. Up 25.2%.) Montney producer in Alberta and one of the best beneficiaries of this change in royalties in Alberta. Now chasing a new play, Blue Sky, which is giving natural gas liquids for a better price.
Laura Lau
Senior Portfolio Manager, Sentry Select Capital
Price
$19.100
Owned
Yes
WAIT
WAIT
September 18, 2009
Excellent company. Has done an excellent job of hedging its natural gas. Think there will be opportunities so put it on your radar screen.
Excellent company. Has done an excellent job of hedging its natural gas. Think there will be opportunities so put it on your radar screen.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$18.450
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 14, 2009
(A Top Pick June 30/09. Up 1.05%.) In the Montney's and also have a new Blue Sky play that looks very economical.
(A Top Pick June 30/09. Up 1.05%.) In the Montney's and also have a new Blue Sky play that looks very economical.
Laura Lau
Senior Portfolio Manager, Sentry Select Capital
Price
$15.450
Owned
Yes
TOP PICK
TOP PICK
June 30, 2009
Picked this because she wants a gas play when gas turns around. This company can actually make money in this environment and have been drilling through it. With the new Alberta royalty review they will be one of the biggest beneficiaries.
Picked this because she wants a gas play when gas turns around. This company can actually make money in this environment and have been drilling through it. With the new Alberta royalty review they will be one of the biggest beneficiaries.
Laura Lau
Senior Portfolio Manager, Sentry Select Capital
Price
$15.250
Owned
Yes
COMMENT
COMMENT
June 29, 2009
Gas producer in the Montney play. Made a lot of money by hedging their gas production. Likes this company.
Gas producer in the Montney play. Made a lot of money by hedging their gas production. Likes this company.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$15.260
Owned
Unknown
TOP PICK
TOP PICK
January 20, 2009
Both oil and gas. Low operating costs. Hedge position through 09 and into 2010 that has the cash flow available to them to grow their production base. Balance sheet is in excellent shape. Good price.
Both oil and gas. Low operating costs. Hedge position through 09 and into 2010 that has the cash flow available to them to grow their production base. Balance sheet is in excellent shape. Good price.
Jennifer Stevenson
Executive Vice President, Qwest Investment Fund Management Corp.
Price
$12.370
Owned
Yes
TOP PICK
TOP PICK
January 16, 2009
Intermediate in the Montney region in Alberta. Even at present prices, they are still making money. Big resource potential. Cheap.
Intermediate in the Montney region in Alberta. Even at present prices, they are still making money. Big resource potential. Cheap.
Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$12.270
Owned
Yes
BUY
BUY
December 3, 2008
One of the better managed companies. Could be a core holding. Attractive upside.
One of the better managed companies. Could be a core holding. Attractive upside.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$10.000
Owned
Unknown
TOP PICK
TOP PICK
May 15, 2007
Seasoned management team. Very solid operational performer. 50-50 natural gas and oil. Outperformed dramatically last year because they layered on some extremely impressive hedges. Have the financial flexibility to do acquisitions. Trading at just over 4.5 X cash flow.
Seasoned management team. Very solid operational performer. 50-50 natural gas and oil. Outperformed dramatically last year because they layered on some extremely impressive hedges. Have the financial flexibility to do acquisitions. Trading at just over 4.5 X cash flow.
Jennifer Stevenson
Executive Vice President, Qwest Investment Fund Management Corp.
Price
$13.300
Owned
Yes
BUY
BUY
May 9, 2007
Own a large group of properties in South Kaybob, which is growing very quickly. Have had good production adds in the past. Good management team.
Own a large group of properties in South Kaybob, which is growing very quickly. Have had good production adds in the past. Good management team.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$13.240
Owned
Yes
TOP PICK
TOP PICK
February 16, 2007
Have wells in several different areas that are relatively low risk. With the trusts not growing as much as they had been, there is a space open in the market for mid-caps.
Have wells in several different areas that are relatively low risk. With the trusts not growing as much as they had been, there is a space open in the market for mid-caps.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$12.510
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 23, 2006
(A Top Pick Jun 16/06. Up 8%.) OK results on their 2nd quarter. Have a lot of stuff in front of them that looks very good.
(A Top Pick Jun 16/06. Up 8%.) OK results on their 2nd quarter. Have a lot of stuff in front of them that looks very good.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$13.750
Owned
Yes
TOP PICK
TOP PICK
June 16, 2006
A more value oriented story. Had reasonable growth. 60% oil and 40% gas. Well managed. Good price.
A more value oriented story. Had reasonable growth. 60% oil and 40% gas. Well managed. Good price.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$12.500
Owned
Yes
TOP PICK
TOP PICK
May 19, 2006
Cheap on a multiple basis. Trading well below most of its peers. 55% oil. Very clean balance sheet.
Cheap on a multiple basis. Trading well below most of its peers. 55% oil. Very clean balance sheet.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$12.600
Owned
Yes
BUY
BUY
September 9, 2005
Trading inexpensively relative to its peers. Should do well.
Trading inexpensively relative to its peers. Should do well.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$13.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 15, 2005
(A Top Pick Nov 24/04. Up 19%.) Would continue to hold. Great production. Good management team. Relatively reasonable cost structure.
(A Top Pick Nov 24/04. Up 19%.) Would continue to hold. Great production. Good management team. Relatively reasonable cost structure.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$11.500
Owned
Yes
BUY
BUY
December 29, 2004
Well managed company. Have grown their production. Need to see production get around to 10/15 thousand barrels a day before it becomes a candidate as a trust.
Well managed company. Have grown their production. Need to see production get around to 10/15 thousand barrels a day before it becomes a candidate as a trust.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$9.300
Owned
Yes
TOP PICK
TOP PICK
December 14, 2004
Has a lot of promising production coming on. Has done very well to ramp up. Trading a little less expensive than some of its peer groups. A significant potential appreciation in the shares. Speculative.
Has a lot of promising production coming on. Has done very well to ramp up. Trading a little less expensive than some of its peer groups. A significant potential appreciation in the shares. Speculative.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$9.580
Owned
Yes
TOP PICK
TOP PICK
November 24, 2004
Has excellent net backs(?). Trades at a discount relative to its peers. Strong production growth.
Has excellent net backs(?). Trades at a discount relative to its peers. Strong production growth.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$9.480
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 21, 2001
(Was a top pick on Mar 26/01 up 17%) Still likes.
(Was a top pick on Mar 26/01 up 17%) Still likes.
Michael Sprung
President, Sprung Investment Management
Price
$39.280
Owned
Unknown
BUY
BUY
June 19, 2001
Good company/mngmnt.
Good company/mngmnt.
Ian Nakamoto
Director of Research, MacDougall, MacDougall & MacTier
Price
$30.470
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 11, 2001
(Was a top pick on Mar 20/01 up 34%) Being bought out.
(Was a top pick on Mar 20/01 up 34%) Being bought out.
Robert Lyon
Senior. Vice President & Portfolio Manager, AGF Funds Inc.
Price
$33.240
Owned
Unknown
DON'T BUY
DON'T BUY
May 1, 2001
Fully valued with Teck takeover.
Fully valued with Teck takeover.
Ray Steele
Vice President of Investments, Mavrix Fund Management
Price
$34.450
Owned
Unknown
DON'T BUY
DON'T BUY
May 1, 2001
Expects the merger with Teck is going to ,make a much stronger entity. There could be a little more growth.
Expects the merger with Teck is going to ,make a much stronger entity. There could be a little more growth.
Rob Callander
Vice President and Portfolio Manager, Caldwell Securities
Price
$34.450
Owned
Unknown
DON'T BUY
DON'T BUY
April 20, 2001
Likes. Good assets. Commodities due for a downturn.
Likes. Good assets. Commodities due for a downturn.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$29.600
Owned
Unknown
BUY
BUY
April 18, 2001
Long term zinc prospects look god, but down in the interim. They have stopped zinc production which is good and are selling electricity.
Long term zinc prospects look god, but down in the interim. They have stopped zinc production which is good and are selling electricity.
Ed Ho
Portfolio Manager, Dynamic Mutual Funds
Price
$29.450
Owned
Unknown
BUY
BUY
April 3, 2001
Not only have zinc, but also sells power.
Not only have zinc, but also sells power.
John Embry
President, Sprott Asset Management
Price
$26.000
Owned
Unknown
TOP PICK
TOP PICK
March 26, 2001
Supply/demand for base metals is good for the next 3 years.
Supply/demand for base metals is good for the next 3 years.
Michael Sprung
President, Sprung Investment Management
Price
$25.850
Owned
Unknown
BUY
BUY
March 8, 2001
A place to put cash.
A place to put cash.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$26.500
Owned
Unknown
BUY
BUY
February 14, 2001
Made more money from selling excess power rather than zinc last quarter. Zinc should turn up.
Made more money from selling excess power rather than zinc last quarter. Zinc should turn up.
Ray Steele
Vice President of Investments, Mavrix Fund Management
Price
$23.910
Owned
Unknown
BUY
BUY
January 26, 2001
Likes. All metals are at a low now