Antrim Energy

AEN-X

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

Analysis and Opinions about AEN-X

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 6, 2011
North Sea oil. Some production in Argentina but the real juice to the story is a development well that they are partnered with in the North Sea that is coming on in 2012 with a 2nd one in 2013. This will ramp up their cash flow and increase their production by 50%. Well-financed. Could pull back from here but would use that to accumulate.
Antrim Energy (AEN-X)
December 6, 2011
North Sea oil. Some production in Argentina but the real juice to the story is a development well that they are partnered with in the North Sea that is coming on in 2012 with a 2nd one in 2013. This will ramp up their cash flow and increase their production by 50%. Well-financed. Could pull back from here but would use that to accumulate.
Andrew Cook
, Andrew Cook and Associates
Price
$1.250
Owned
Yes
TOP PICK
TOP PICK
July 21, 2011
Oil/gas producer in the North Sea and Argentina. 2012 production should increase by about a third over 2011. Stock is trading at significant discount to NAV. Have significant drilling opportunities coming up in the next 6 months. Fully funded.
Antrim Energy (AEN-X)
July 21, 2011
Oil/gas producer in the North Sea and Argentina. 2012 production should increase by about a third over 2011. Stock is trading at significant discount to NAV. Have significant drilling opportunities coming up in the next 6 months. Fully funded.
Andrew Cook
, Andrew Cook and Associates
Price
$1.110
Owned
Yes
DON'T BUY
DON'T BUY
November 6, 2009
(Market Call Minute.) Playing in the North Sea and Argentina. Need a partner in the North Sea to develop their project.
Antrim Energy (AEN-X)
November 6, 2009
(Market Call Minute.) Playing in the North Sea and Argentina. Need a partner in the North Sea to develop their project.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$1.240
Owned
Unknown
COMMENT
COMMENT
August 14, 2009
North Sea oil. Found a big play called the Causeway. Royal Bank of Scotland is pretty well owned by the government and they were the biggest lender to the North Sea so capital is very constrained in the North Sea is a very expensive place to do business. Big question is do they have the ability to bring on production in a complex project in the North sea.
Antrim Energy (AEN-X)
August 14, 2009
North Sea oil. Found a big play called the Causeway. Royal Bank of Scotland is pretty well owned by the government and they were the biggest lender to the North Sea so capital is very constrained in the North Sea is a very expensive place to do business. Big question is do they have the ability to bring on production in a complex project in the North sea.
Laura Lau
Senior Portfolio Manager, Sentry Select Capital
Price
$0.720
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 6, 2009
(A Top Pick Aug 27/08. Down 74.53%.) All the North Sea players fell out of bed when Oilexco collapsed but this one is a survivor and is still in business. Leverage to the upside for oil is still very big. If you believe in oil, the leverage will be quite substantial.
Antrim Energy (AEN-X)
August 6, 2009
(A Top Pick Aug 27/08. Down 74.53%.) All the North Sea players fell out of bed when Oilexco collapsed but this one is a survivor and is still in business. Leverage to the upside for oil is still very big. If you believe in oil, the leverage will be quite substantial.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.670
Owned
Yes
DON'T BUY
DON'T BUY
April 30, 2009
It’s just not getting any respect. Always thought this company would get taken over. It’s too late.
Antrim Energy (AEN-X)
April 30, 2009
It’s just not getting any respect. Always thought this company would get taken over. It’s too late.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.440
Owned
Yes
TOP PICK
TOP PICK
August 27, 2008
Can't believe what has happened to the stock price. Fully financed and have great assets in the North Sea and Argentina. A hedge fund in the UK has been putting pressure on the stock. Trading at 1.25X cash flow on a 1-year basis with the net asset value in the $6-$7 range. Looking for it to get back to its old high.
Antrim Energy (AEN-X)
August 27, 2008
Can't believe what has happened to the stock price. Fully financed and have great assets in the North Sea and Argentina. A hedge fund in the UK has been putting pressure on the stock. Trading at 1.25X cash flow on a 1-year basis with the net asset value in the $6-$7 range. Looking for it to get back to its old high.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.670
Owned
Yes
COMMENT
COMMENT
August 22, 2008
There is a cap on what they can get on oil/gas in Argentina. Also operating in the North Sea. Having 2 separate reservoirs it is hard to see how they can exercise their strategy
Antrim Energy (AEN-X)
August 22, 2008
There is a cap on what they can get on oil/gas in Argentina. Also operating in the North Sea. Having 2 separate reservoirs it is hard to see how they can exercise their strategy
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$2.560
Owned
No
COMMENT
COMMENT
July 16, 2008
About ready to start drilling on the Fine field in UK North Sea. If successful, they will have enough information to submit a field development plan to UK government. Also developing Causeway that is scheduled for production around the end of 2009. Have about 18 months before they see first oil. Likes the name, management and prospects but the market may work against it over the next year or so.
Antrim Energy (AEN-X)
July 16, 2008
About ready to start drilling on the Fine field in UK North Sea. If successful, they will have enough information to submit a field development plan to UK government. Also developing Causeway that is scheduled for production around the end of 2009. Have about 18 months before they see first oil. Likes the name, management and prospects but the market may work against it over the next year or so.
Frederick Kozak
VP & Sr Research Analyst, Canaccord Adams
Price
$2.650
Owned
Unknown
BUY
BUY
March 17, 2008
Great little company with assets in South America and the North Sea. Well financed. A great take over play.
Antrim Energy (AEN-X)
March 17, 2008
Great little company with assets in South America and the North Sea. Well financed. A great take over play.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$4.090
Owned
Unknown
DON'T BUY
DON'T BUY
March 7, 2008
Reasonably positive. This is a junior oil company that has Argentinean production, which is relatively low. This is a country that has added higher royalties on to the producers. Also have some North Sea prospects that looks pretty interesting. A “wait and see” story.
Antrim Energy (AEN-X)
March 7, 2008
Reasonably positive. This is a junior oil company that has Argentinean production, which is relatively low. This is a country that has added higher royalties on to the producers. Also have some North Sea prospects that looks pretty interesting. A “wait and see” story.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$4.220
Owned
No
COMMENT
COMMENT
November 26, 2007
Weak last week because Argentina changed some of the tax royalty rates for oil/gas production and their cash flow is from Argentina. All the upside for this company is in the North Sea, where they have had some great success. Market doesn't understand the big potential. Thinks Oilexco (OIL-T) would like to take a run at this company.
Antrim Energy (AEN-X)
November 26, 2007
Weak last week because Argentina changed some of the tax royalty rates for oil/gas production and their cash flow is from Argentina. All the upside for this company is in the North Sea, where they have had some great success. Market doesn't understand the big potential. Thinks Oilexco (OIL-T) would like to take a run at this company.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$4.660
Owned
Yes
BUY
BUY
July 16, 2007
Not producing yet but they have a multitude of plays. Will be doing a lot of drilling and some of their targets are worth the stock price. Some of the targets are low risk and can justify the stock price. Risk/reward is very attractive.
Antrim Energy (AEN-X)
July 16, 2007
Not producing yet but they have a multitude of plays. Will be doing a lot of drilling and some of their targets are worth the stock price. Some of the targets are low risk and can justify the stock price. Risk/reward is very attractive.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$8.160
Owned
Yes
DON'T BUY
DON'T BUY
July 10, 2007
If you own it, be careful and watch for the spike. Wouldn't Buy at this point.
Antrim Energy (AEN-X)
July 10, 2007
If you own it, be careful and watch for the spike. Wouldn't Buy at this point.
Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$7.870
Owned
No
COMMENT
COMMENT
December 18, 2006
Very high risk. Doesn’t own in his fund, but owns some personally. Could be worth a lot or very little. Has low risk assets in Argentina and drilling is hugely successful. Also drilling in the North Sea. Has plans to spend hundreds of millions, but generating very little cash flow.
Antrim Energy (AEN-X)
December 18, 2006
Very high risk. Doesn’t own in his fund, but owns some personally. Could be worth a lot or very little. Has low risk assets in Argentina and drilling is hugely successful. Also drilling in the North Sea. Has plans to spend hundreds of millions, but generating very little cash flow.
David Taylor, MBA, CFA
Vice President & Portfolio Manager, Goodman & Company, Investment Counsel
Price
$4.400
Owned
Yes
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