Pacific Exploration & Production.

PRE-T

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

Analysis and Opinions about PRE-T

Signal
Opinion
Expert
BUY
BUY
December 9, 2011
Doesn't pay a dividend so it is a growth stock. Operates in Colombia. Has taken quite a beating recently. He still likes the company. There were some downgrades in terms of their potential production. It is definitely trading in a Buy range.
Show full opinionHide full opinion
Doesn't pay a dividend so it is a growth stock. Operates in Colombia. Has taken quite a beating recently. He still likes the company. There were some downgrades in terms of their potential production. It is definitely trading in a Buy range.
DON'T BUY
DON'T BUY
November 22, 2011
A fantastic growth story in Columbia but right now, the momentum is coming off. They have a depleting asset with all kinds of contract issues. There is no way to know where it is going to come off to.
Show full opinionHide full opinion
A fantastic growth story in Columbia but right now, the momentum is coming off. They have a depleting asset with all kinds of contract issues. There is no way to know where it is going to come off to.
BUY
BUY
November 15, 2011
There are a couple of overhangs on this stock. Infrastructure challenges in Colombia, labour issues and permitting. At this price and valuation it is attractive.
Show full opinionHide full opinion
There are a couple of overhangs on this stock. Infrastructure challenges in Colombia, labour issues and permitting. At this price and valuation it is attractive.
BUY
BUY
October 21, 2011
Virgin territory in Colombia, which has turned around politically. Improvement in production has been substantial. They have no problems getting licensing or getting the pipelines in.
Show full opinionHide full opinion
Virgin territory in Colombia, which has turned around politically. Improvement in production has been substantial. They have no problems getting licensing or getting the pipelines in.
DON'T BUY
DON'T BUY
August 16, 2011
Core value of about $23. Risk (?) value to their upside to their exploration is about $35, so they have about 10% downside but 35% upside. That is not enough given that management's track record in the past year.
Show full opinionHide full opinion
Core value of about $23. Risk (?) value to their upside to their exploration is about $35, so they have about 10% downside but 35% upside. That is not enough given that management's track record in the past year.
BUY
BUY
July 18, 2011
Is a name he would start getting back into. Political situation is relatively stable. It doesn’t concern him like Peru. A decent name. Nibble away at it.
Show full opinionHide full opinion
Is a name he would start getting back into. Political situation is relatively stable. It doesn’t concern him like Peru. A decent name. Nibble away at it.
COMMENT
COMMENT
July 13, 2011
Big oil play in Colombia. The big challenge for them now is that their contract is up for their bread-and-butter fields in the next 5 years. Trying an oil recovery project, which is an unproven technology and it is not known it will work or not. Would be cautious on this for the moment.
Show full opinionHide full opinion
Big oil play in Colombia. The big challenge for them now is that their contract is up for their bread-and-butter fields in the next 5 years. Trying an oil recovery project, which is an unproven technology and it is not known it will work or not. Would be cautious on this for the moment.
COMMENT
COMMENT
July 11, 2011
Great cash flows and return on capital but there seems to be a lot of stale bulls (?) in the stock. Thinks it is pretty undervalued. This is a good level for it. Starting to look interesting.
Show full opinionHide full opinion
Great cash flows and return on capital but there seems to be a lot of stale bulls (?) in the stock. Thinks it is pretty undervalued. This is a good level for it. Starting to look interesting.
COMMENT
COMMENT
July 6, 2011
50 day average bouncing around a little but crossed the 200 day in April. Chart shows a downtrend but support is Trying to form at around $25. Would like to see that hold or it could drop to the $20 level. Great risk/reward here. See how the fall goes and if the risk trade comes back on with the whole resource actor making a move back up.
Show full opinionHide full opinion
50 day average bouncing around a little but crossed the 200 day in April. Chart shows a downtrend but support is Trying to form at around $25. Would like to see that hold or it could drop to the $20 level. Great risk/reward here. See how the fall goes and if the risk trade comes back on with the whole resource actor making a move back up.
HOLD
HOLD
May 2, 2011
Missed on a couple of their production estimates in the last 2 quarters and he switched to Petrominerales (PMG-T). There are a couple of Colombian oil plays that look pretty interesting.
Show full opinionHide full opinion
Missed on a couple of their production estimates in the last 2 quarters and he switched to Petrominerales (PMG-T). There are a couple of Colombian oil plays that look pretty interesting.
DON'T BUY
DON'T BUY
April 13, 2011
Had an asset where there was an additional royalty where there was a controversy as to if they were clear in telling the street about the additional 18%. This was why the drop in the stock price. Risk/reward is not compelling enough for him.
Show full opinionHide full opinion
Had an asset where there was an additional royalty where there was a controversy as to if they were clear in telling the street about the additional 18%. This was why the drop in the stock price. Risk/reward is not compelling enough for him.
SELL
SELL
April 1, 2011
Had a big drop a couple of weeks ago when reserve levels were disappointing. Chart shows it tried to make a new high 3 times from November to March. The sector is doing rather well but this stock is not. He would stay away from this one.
Show full opinionHide full opinion
Had a big drop a couple of weeks ago when reserve levels were disappointing. Chart shows it tried to make a new high 3 times from November to March. The sector is doing rather well but this stock is not. He would stay away from this one.
DON'T BUY
DON'T BUY
March 30, 2011
He was short and covered a couple of weeks ago. There was a significant decline in reserves added so stock declined. It will be a wounded warrior for a while, so wait on the sidelines.
Show full opinionHide full opinion
He was short and covered a couple of weeks ago. There was a significant decline in reserves added so stock declined. It will be a wounded warrior for a while, so wait on the sidelines.
BUY
BUY
March 28, 2011
Play on the oil price. Good management. Stock dropped on confusion of how they reported reserves. Good entry point. Will be one of the biggest oil producers in Colombia. Looking for a lot of growth.
Show full opinionHide full opinion
Play on the oil price. Good management. Stock dropped on confusion of how they reported reserves. Good entry point. Will be one of the biggest oil producers in Colombia. Looking for a lot of growth.
HOLD
HOLD
March 23, 2011
$41.76 model price, 47% upside. It’s really trying to hold in here. Watch it very. Very carefully because it could go to the $20 level if it break down.
Show full opinionHide full opinion
$41.76 model price, 47% upside. It’s really trying to hold in here. Watch it very. Very carefully because it could go to the $20 level if it break down.
Showing 31 to 45 of 107 entries