Painted Pony Energy (PONY-T) Stock Predictions - Stockchase
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Painted Pony Energy (PONY-T)

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Painted Pony Energy

PONY-T

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Painted Pony Energy (PONY-T) SAVE Jan, 19, 2019, 3:52 am

1.42 0.06 (4.41%)

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DON'T BUY
Painted Pony Energy(PONY-T) 

January 9, 2019

A BC station 2 gas producer -- right at the further point from markets. He is focusing on condensate rich producers instead that see prices linked more to oil prices. AECO prices yesterday were $1.13 /GJ.
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A BC station 2 gas producer -- right at the further point from markets. He is focusing on condensate rich producers instead that see prices linked more to oil prices. AECO prices yesterday were $1.13 /GJ.
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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.430
Owned Owned
No

BUY
Painted Pony Energy(PONY-T) 

December 17, 2018

It is on his action alert buy list. It is mainly natural gas focused. 9% liquids. They are going to have a lift in production in 2019. The stock is pretty cheap. The balance sheet is 35% debt and he does not see that as a problem. It will start to do much better.
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It is on his action alert buy list. It is mainly natural gas focused. 9% liquids. They are going to have a lift in production in 2019. The stock is pretty cheap. The balance sheet is 35% debt and he does not see that as a problem. It will start to do much better.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.330
Owned Owned
Unknown

WAIT
Painted Pony Energy(PONY-T) 

November 14, 2018

In the long term, they have incredible assets and management and will be very successful. In the short term, they are looking at selling some assets because of high debt loads.
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In the long term, they have incredible assets and management and will be very successful. In the short term, they are looking at selling some assets because of high debt loads.
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$2.090
Owned Owned
No

DON'T BUY
Painted Pony Energy(PONY-T) 

October 19, 2018

This stock was a sell on fact situation following the announcement of Shell to proceed with LNG on the west coast.  There is long term exposure to BC natural gas out to 2023.  They are having trouble proving the value of their acreage.  He would not own this as he remains bearish natural gas.  

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This stock was a sell on fact situation following the announcement of Shell to proceed with LNG on the west coast.  There is long term exposure to BC natural gas out to 2023.  They are having trouble proving the value of their acreage.  He would not own this as he remains bearish natural gas.  

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$2.270
Owned Owned
No

HOLD
Painted Pony Energy(PONY-T) 

September 28, 2018

This is very leveraged to a positive FID LNG announcement on the west coast.  It had been on a dangerous trajectory for crazy growth, but it has reigned that it.  It is not in the top four natural gas holdings for them.  

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This is very leveraged to a positive FID LNG announcement on the west coast.  It had been on a dangerous trajectory for crazy growth, but it has reigned that it.  It is not in the top four natural gas holdings for them.  

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$3.280
Owned Owned
No

COMMENT
Painted Pony Energy(PONY-T) 

September 7, 2018

Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon.  PONY-T market cap is $438 million.  These are apples to oranges.  He lies both companies, however, and both are on his recommended list.  If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.    

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Tourmaline versus Painted Pony. TOU-T is a $5.8 billion company with 22% liquids, moving towards 40% liquids production soon.  PONY-T market cap is $438 million.  These are apples to oranges.  He lies both companies, however, and both are on his recommended list.  If we see a further market erosion with tax loss season approaching in November or December, both will likely become a strong buy.    

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.580
Owned Owned
_N/A

HOLD
Painted Pony Energy(PONY-T) 

August 24, 2018

It has dropped and is attempting to consolidate.  It is in a cup formation.  If it breaks its old lid, it may break out.  If own, you may want to hold, but would not buy until a break out is confirmed.

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It has dropped and is attempting to consolidate.  It is in a cup formation.  If it breaks its old lid, it may break out.  If own, you may want to hold, but would not buy until a break out is confirmed.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$2.950
Owned Owned
No

BUY on WEAKNESS
Painted Pony Energy(PONY-T) 

August 13, 2018

Their debt is not a problem. Book value is $6.47.  Would be a buy if the stock price went to the low $2.00 range.  This is a stock you want to own for the long term.  When gas comes back into favour, Painted Pony is one of the go to names. 

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Their debt is not a problem. Book value is $6.47.  Would be a buy if the stock price went to the low $2.00 range.  This is a stock you want to own for the long term.  When gas comes back into favour, Painted Pony is one of the go to names. 

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.670
Owned Owned
No

WEAK BUY

The chart looks good at the moment.  This has formed a double bottom around $1.70 and has been trading steadily higher.  This is a good bargain potentially and has moved through resistance around $3.  As long as energy prices continue to do well, it could rally by another $0.50 with $2.60 as key support.

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The chart looks good at the moment.  This has formed a double bottom around $1.70 and has been trading steadily higher.  This is a good bargain potentially and has moved through resistance around $3.  As long as energy prices continue to do well, it could rally by another $0.50 with $2.60 as key support.

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$2.990
Owned Owned
No

BUY

They have a lot of debt but you have to look at the equity.  They are about 9% liquids and 91% natural gas.  Their stock popped last week because they announced on two wells.  They are now finding more liquid rich opportunities.  It is one of the names he likes.  He projects $6 within a year.  He feels the bargains are in the natural gas side.

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They have a lot of debt but you have to look at the equity.  They are about 9% liquids and 91% natural gas.  Their stock popped last week because they announced on two wells.  They are now finding more liquid rich opportunities.  It is one of the names he likes.  He projects $6 within a year.  He feels the bargains are in the natural gas side.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.750
Owned Owned
Unknown

HOLD

It was in a down trend but the worst may be over.  Don't buy in the middle of a consolidation.  Buy on a positive breakout.  If you hold it then see what happens.

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It was in a down trend but the worst may be over.  Don't buy in the middle of a consolidation.  Buy on a positive breakout.  If you hold it then see what happens.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$2.480
Owned Owned
Unknown

BUY

People criticize it for their debt.  They are only 33% debt to capital position.  He thinks it is an attractive story.  His target is $3.06 this year.  They are 96% gas.  If LNG comes on line, it will need gas.  Under $2 PONY-X will be a great buy.

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People criticize it for their debt.  They are only 33% debt to capital position.  He thinks it is an attractive story.  His target is $3.06 this year.  They are 96% gas.  If LNG comes on line, it will need gas.  Under $2 PONY-X will be a great buy.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.180
Owned Owned
Unknown

HOLD

This is a great way to play new LNG development.  If you own it, ride it into the Shell decision to go ahead with LNG.  With the right asset sale they could dramatically improve their debt-cash flow metrics, so that could make him more bullish eventually. 

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This is a great way to play new LNG development.  If you own it, ride it into the Shell decision to go ahead with LNG.  With the right asset sale they could dramatically improve their debt-cash flow metrics, so that could make him more bullish eventually. 

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$2.620
Owned Owned
No

SELL ON STRENGTH

Maybe it is a good takeout candidate.  This is an example of a name that is lagging the commodity.  It says you should be a little careful.  It is more of a trade here.  $7 may be the upper limit.  Take profits when you can.

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Maybe it is a good takeout candidate.  This is an example of a name that is lagging the commodity.  It says you should be a little careful.  It is more of a trade here.  $7 may be the upper limit.  Take profits when you can.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$2.800
Owned Owned
Unknown

DON'T BUY

They have the 3rd largest gas reserves in Canada. He’s not buying it because his focus is on oil companies that have had a 50-to-70% dislocation between what oil has done and what the stock has done. He is also focused on service companies that are able to push through price increases, have net cash on the balance sheet, are trading at 2 to 3x EBITDA, with 20% free cash flow yield. Painted Pony doesn’t fit this mix. Pony has fallen 50% this year based on natural gas exposure. He’s been bearish on nat gas for a year. They’ve done their best to diversify their market but the backdrop for natural gas in 2019 and beyond is not good in Canada and in the U.S.

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They have the 3rd largest gas reserves in Canada. He’s not buying it because his focus is on oil companies that have had a 50-to-70% dislocation between what oil has done and what the stock has done. He is also focused on service companies that are able to push through price increases, have net cash on the balance sheet, are trading at 2 to 3x EBITDA, with 20% free cash flow yield. Painted Pony doesn’t fit this mix. Pony has fallen 50% this year based on natural gas exposure. He’s been bearish on nat gas for a year. They’ve done their best to diversify their market but the backdrop for natural gas in 2019 and beyond is not good in Canada and in the U.S.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$2.180
Owned Owned
No

BUY

He admires the company.  He has not bought any at this time, but it is quite interesting.  It is one of the better managed mid-sized companies in the oil patch.  We are going to see more M&A in the industry and this is one that could take advantage of that.

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He admires the company.  He has not bought any at this time, but it is quite interesting.  It is one of the better managed mid-sized companies in the oil patch.  We are going to see more M&A in the industry and this is one that could take advantage of that.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$2.250
Owned Owned
No

COMMENT

Unfortunately the gas sector faces production that is stranded and at low commodity prices.  He continues to stay away from this sector, but feels the risk-reward is looking better. 

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Unfortunately the gas sector faces production that is stranded and at low commodity prices.  He continues to stay away from this sector, but feels the risk-reward is looking better. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$2.410
Owned Owned
No

SPECULATIVE BUY

He follows it. He has a $4 target as a speculative buy. Careful because of volatility. Maybe it'll be cheaper later this year. It interests him. 

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He follows it. He has a $4 target as a speculative buy. Careful because of volatility. Maybe it'll be cheaper later this year. It interests him. 

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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$2.190
Owned Owned
No

BUY on WEAKNESS

He likes this company. It is on his coverage list but not yet an Action Alert Buy. They have 92% natural gas. He expects it to increase output this year from 42,000 to 60,000 boe per day. They trade at 2x cash flow which he considers very cheap. Book value is $6.71 compared to a price of $2.12 on the day of the interview. Debt is $336 million compared to $1.1 billion of equity. He considers this an acceptable level of debt, but notes that other people on TV have said this level of debt is a problem. On the upside, this company has traded at 2x in the 2014 energy bull market. At today’s book value, the projected bull-market price would be $13 to $14. The stock is very cheap today, but it looked cheap in January 2018, when it was closer to $8. It could go down further before, perhaps to $1.80, it comes back. He has a $7 12-month target.

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He likes this company. It is on his coverage list but not yet an Action Alert Buy. They have 92% natural gas. He expects it to increase output this year from 42,000 to 60,000 boe per day. They trade at 2x cash flow which he considers very cheap. Book value is $6.71 compared to a price of $2.12 on the day of the interview. Debt is $336 million compared to $1.1 billion of equity. He considers this an acceptable level of debt, but notes that other people on TV have said this level of debt is a problem. On the upside, this company has traded at 2x in the 2014 energy bull market. At today’s book value, the projected bull-market price would be $13 to $14. The stock is very cheap today, but it looked cheap in January 2018, when it was closer to $8. It could go down further before, perhaps to $1.80, it comes back. He has a $7 12-month target.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.190
Owned Owned
Yes

WEAK BUY

Although it is producing more oil today, it is trading near five year lows, he says.  The trend has been down for several years, but the short-term bullish retracement allows an opportunity to place a stop around $1.98.  It is the seasonal strong period and we should see resistance around $2.39.  He would like to see this stock really accelerate with the recent rally in oil prices.

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Although it is producing more oil today, it is trading near five year lows, he says.  The trend has been down for several years, but the short-term bullish retracement allows an opportunity to place a stop around $1.98.  It is the seasonal strong period and we should see resistance around $2.39.  He would like to see this stock really accelerate with the recent rally in oil prices.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$2.150
Owned Owned
No

COMMENT

Don't buy natural gas now, unless you're doing a short-term tactical trade. He's expecting Shell to come in within the next few months with an investment, Natural gas will be under pressure until 2023 and meanwhile not enough pipelines can carry it away. Long term, though, this and other nat. gas stocks could double after five years.

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Don't buy natural gas now, unless you're doing a short-term tactical trade. He's expecting Shell to come in within the next few months with an investment, Natural gas will be under pressure until 2023 and meanwhile not enough pipelines can carry it away. Long term, though, this and other nat. gas stocks could double after five years.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$1.950
Owned Owned
Unknown

BUY

It is down big time.  You can see how the market feels.  They have a vast resource.  He has to take a short term trade on the believe that LNG will go forward. 

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It is down big time.  You can see how the market feels.  They have a vast resource.  He has to take a short term trade on the believe that LNG will go forward. 

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$1.910
Owned Owned
Unknown

PAST TOP PICK
Painted Pony Energy(PONY-T) 

February 26, 2018

(A Top Pick Mar 9/17, Down 69.03%)  This has been a very well managed company with the 3rd largest Nat Gas resource.  You had to pay your customers to take your product away last fall.  It costs money to shut in your gas so they paid customers to take it away.  If you look at a 10 year chart, the production has gone up 60 times as much and the stock went from $1.25 to $1.90.  There is an opportunity here.

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(A Top Pick Mar 9/17, Down 69.03%)  This has been a very well managed company with the 3rd largest Nat Gas resource.  You had to pay your customers to take your product away last fall.  It costs money to shut in your gas so they paid customers to take it away.  If you look at a 10 year chart, the production has gone up 60 times as much and the stock went from $1.25 to $1.90.  There is an opportunity here.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$1.990
Owned Owned
Yes

WATCH
Painted Pony Energy(PONY-T) 

February 22, 2018

He hasn't jumped in yet. A well-managed company. For the longer term, they will do fairly well. Deserves a look at current levels.

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He hasn't jumped in yet. A well-managed company. For the longer term, they will do fairly well. Deserves a look at current levels.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$1.790
Owned Owned
No

COMMENT
Painted Pony Energy(PONY-T) 

February 16, 2018

He doesn’t know the fundamentals of the company. Nowhere to hang your hat. Resistance at the 3 dollars level. 

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He doesn’t know the fundamentals of the company. Nowhere to hang your hat. Resistance at the 3 dollars level. 

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$1.790
Owned Owned
No

DON'T BUY
Painted Pony Energy(PONY-T) 

February 9, 2018

They are one of the names suffering the long-term structural issue. It is hard to have capital tied in Canada.  

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They are one of the names suffering the long-term structural issue. It is hard to have capital tied in Canada.  

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$1.710
Owned Owned
No

DON'T BUY
Painted Pony Energy(PONY-T) 

February 5, 2018

We need an LNG announcement in the coming year to get gas out of western Canada.  The debt is creeping up as they don’t get the gas they forecast out of Canada.

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We need an LNG announcement in the coming year to get gas out of western Canada.  The debt is creeping up as they don’t get the gas they forecast out of Canada.

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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$2.060
Owned Owned
Unknown

COMMENT
Painted Pony Energy(PONY-T) 

January 15, 2018

The mix is very good.  $6.30 is the book value.  The balance sheet is good.  It is trading at a third of book value.  People think the company won’t survive but he disagrees.  This is trading at survival value.  They have hedges on the gas price.  He likes what he is seeing.  He is looking into it seriously.

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The mix is very good.  $6.30 is the book value.  The balance sheet is good.  It is trading at a third of book value.  People think the company won’t survive but he disagrees.  This is trading at survival value.  They have hedges on the gas price.  He likes what he is seeing.  He is looking into it seriously.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.210
Owned Owned
Unknown

COMMENT
Painted Pony Energy(PONY-T) 

January 10, 2018

The big question is, when will we get LNG on the West Coast of Canada. This was started to be talked about around 11-12 years ago, and we still don't have anything as a final investment decision. Most demand for natural gas is in the lower part of the US. We are exporting it to Mexico. There is lots of gas in Pennsylvania and Ohio that is being sucked down there first, and what is left is the stranded gas which was left in Canada. Expects that sometime in 2018, Shell goes ahead with this project, which will get the Canadian gas stocks finally moving. This is still 5 years away. Very speculative.

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The big question is, when will we get LNG on the West Coast of Canada. This was started to be talked about around 11-12 years ago, and we still don't have anything as a final investment decision. Most demand for natural gas is in the lower part of the US. We are exporting it to Mexico. There is lots of gas in Pennsylvania and Ohio that is being sucked down there first, and what is left is the stranded gas which was left in Canada. Expects that sometime in 2018, Shell goes ahead with this project, which will get the Canadian gas stocks finally moving. This is still 5 years away. Very speculative.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$2.020
Owned Owned
Unknown

DON'T BUY
Painted Pony Energy(PONY-T) 

January 5, 2018

The trouble with this company and the whole gas complex is that the outlook for Canadian gas is absolutely horrible. 2018 strip price for Canada is $1.25, which is down 8%. Typically, these names rally in the winter, but the winter trade is over. You have normalized weather returning next week. There is just too much gas production in Canada relative to the take away capacity. This is going to be a minimum two-year problem out to the 2nd half of 2019.

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The trouble with this company and the whole gas complex is that the outlook for Canadian gas is absolutely horrible. 2018 strip price for Canada is $1.25, which is down 8%. Typically, these names rally in the winter, but the winter trade is over. You have normalized weather returning next week. There is just too much gas production in Canada relative to the take away capacity. This is going to be a minimum two-year problem out to the 2nd half of 2019.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$2.190
Owned Owned
Unknown

HOLD
Painted Pony Energy(PONY-T) 

December 21, 2017

Gas prices in Canada has been decimated. This one has really done nothing for the last few years. Feels that a lot of the bad news is already in the stock. If you own, he wouldn't rush out to sell it, but wouldn't be buying any more at this time. They’re fairly good operators and there should be some growth, it's just that the underlying commodity is so weak that it is difficult for them. Also, there has been more pressure on because of tax loss reasons.

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Gas prices in Canada has been decimated. This one has really done nothing for the last few years. Feels that a lot of the bad news is already in the stock. If you own, he wouldn't rush out to sell it, but wouldn't be buying any more at this time. They’re fairly good operators and there should be some growth, it's just that the underlying commodity is so weak that it is difficult for them. Also, there has been more pressure on because of tax loss reasons.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$2.590
Owned Owned
Unknown

WATCH
Painted Pony Energy(PONY-T) 

December 18, 2017

Their volumes are going up.  They have a hedging program.  He does not think it is a bad balance sheet.  He thinks it is very cheap after being beat up with tax loss selling.  He is meeting with Management in January.

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Their volumes are going up.  They have a hedging program.  He does not think it is a bad balance sheet.  He thinks it is very cheap after being beat up with tax loss selling.  He is meeting with Management in January.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.370
Owned Owned
Unknown

DON'T BUY
Painted Pony Energy(PONY-T) 

December 15, 2017

From an operational point of view, this is a decent company. They have decent assets. However, there is a very high debt level, which is probably the main reason why it has been getting destroyed on the stock market. For investors in a struggling sector, this is just not what they want. He wouldn't recommend this because of the debt. He would rather make less money on less risk on something else.

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From an operational point of view, this is a decent company. They have decent assets. However, there is a very high debt level, which is probably the main reason why it has been getting destroyed on the stock market. For investors in a struggling sector, this is just not what they want. He wouldn't recommend this because of the debt. He would rather make less money on less risk on something else.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$2.330
Owned Owned
Unknown

COMMENT
Painted Pony Energy(PONY-T) 

September 13, 2017

Among the junior intermediates, this is a well-managed company. At these levels, this has caught his attention. They run a very good operation, and tend to have a fairly good discipline on their capital deployment. This is one he would be looking at to add in the near future.

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Among the junior intermediates, this is a well-managed company. At these levels, this has caught his attention. They run a very good operation, and tend to have a fairly good discipline on their capital deployment. This is one he would be looking at to add in the near future.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$3.190
Owned Owned
No

PAST TOP PICK
Painted Pony Energy(PONY-T) 

September 11, 2017

(Top Pick Sep 19/16, Down 60%)  It has really fallen.  He owns it because it is the third largest Nat Gas reserve of the publicly traded companies.  It is one of the fastest growing Nat Gas companies.  This year they did an acquisition that was medium to long term accretive.  Then their bank line was pushed and they issued debt.  Now Nat Gas has fallen in half.  We need improvement in Nat Gas pricing through exports. 

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(Top Pick Sep 19/16, Down 60%)  It has really fallen.  He owns it because it is the third largest Nat Gas reserve of the publicly traded companies.  It is one of the fastest growing Nat Gas companies.  This year they did an acquisition that was medium to long term accretive.  Then their bank line was pushed and they issued debt.  Now Nat Gas has fallen in half.  We need improvement in Nat Gas pricing through exports. 

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$2.990
Owned Owned
Yes

WATCH
Painted Pony Energy(PONY-T) 

September 8, 2017

This is clearly in a downward trend. That is not unusual. Most of the Canadian energy stocks have been in that trend for the last while. There is good reason to believe that the company, mainly a gas producer, is going to show signs of bottoming. The stock has support just below current levels. Other gassy stocks, during the last couple of weeks, has started to form some base building patterns. He would like to see this perform a technical pattern before recommending it. Put it on your radar list, because historically these kinds of stocks do well at this time of year.

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This is clearly in a downward trend. That is not unusual. Most of the Canadian energy stocks have been in that trend for the last while. There is good reason to believe that the company, mainly a gas producer, is going to show signs of bottoming. The stock has support just below current levels. Other gassy stocks, during the last couple of weeks, has started to form some base building patterns. He would like to see this perform a technical pattern before recommending it. Put it on your radar list, because historically these kinds of stocks do well at this time of year.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$3.030
Owned Owned
Unknown

COMMENT

Hasn’t held this for about 2 years. If bullish on Canadian gas, this is not a bad name. They’ve suffered from an equity issuance they did earlier this year, where they diluted the shareholder base by about 58%. That was to get more drilling depth acreage, more contiguous where they can draw longer laterals. Trading inexpensively relative to its inventory depth, but there is a lack of a lot of pipeline, and thinks it will continue to sell at a disconnect. There are better names in the US.

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Hasn’t held this for about 2 years. If bullish on Canadian gas, this is not a bad name. They’ve suffered from an equity issuance they did earlier this year, where they diluted the shareholder base by about 58%. That was to get more drilling depth acreage, more contiguous where they can draw longer laterals. Trading inexpensively relative to its inventory depth, but there is a lack of a lot of pipeline, and thinks it will continue to sell at a disconnect. There are better names in the US.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$4.720
Owned Owned
No

DON'T BUY

A couple of years downtrend broke, which is a good thing.Then we took out the last low so it is officially in a down trend.

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A couple of years downtrend broke, which is a good thing.Then we took out the last low so it is officially in a down trend.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$4.610
Owned Owned
Unknown

BUY

Production metrics fell off but the management team are always looking further out.  Short term they are negative, but positive long term.

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Production metrics fell off but the management team are always looking further out.  Short term they are negative, but positive long term.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$5.180
Owned Owned
Yes

DON'T BUY

When companies tell us they have great assets, and then go out and buy something else, he wonders why they have to do that. The company is in the penalty box.

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When companies tell us they have great assets, and then go out and buy something else, he wonders why they have to do that. The company is in the penalty box.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$5.260
Owned Owned
Unknown

COMMENT

Did an acquisition which really ticked off a lot of investors diluting the share count by about 50%. The attraction of the company was that they had very good well results and very, very deep inventory. Management has had a tough time selling this. You just have to wait for this to clear. It screens very well on a valuation relative to growth rate. Extremely inexpensive relative to the growth rate and the running room they have now acquired.

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Did an acquisition which really ticked off a lot of investors diluting the share count by about 50%. The attraction of the company was that they had very good well results and very, very deep inventory. Management has had a tough time selling this. You just have to wait for this to clear. It screens very well on a valuation relative to growth rate. Extremely inexpensive relative to the growth rate and the running room they have now acquired.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$5.520
Owned Owned
No

DON'T BUY

This is more of a gas stock than anything else. Historically, these stocks do very well from around the last week in January to around the end of April. This year, that didn’t happen, and the technicals didn’t support the seasonal trade. Look for better opportunities elsewhere.

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This is more of a gas stock than anything else. Historically, these stocks do very well from around the last week in January to around the end of April. This year, that didn’t happen, and the technicals didn’t support the seasonal trade. Look for better opportunities elsewhere.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$5.150
Owned Owned
Unknown

HOLD

Recently hit his radar screens. Seems to be a well-managed company. They hit the pocket when a lot of the energy companies were having some difficulties. Have very good land positions. He is looking at this as a possible purchase.

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Recently hit his radar screens. Seems to be a well-managed company. They hit the pocket when a lot of the energy companies were having some difficulties. Have very good land positions. He is looking at this as a possible purchase.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$5.010
Owned Owned
No

DON'T BUY

He avoided the face plant they did.  There are concerns about Canadian gas pricing.  It is cheap.  They reduced their cap-x.  The stock fell in half and then they diluted by 59%.

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He avoided the face plant they did.  There are concerns about Canadian gas pricing.  It is cheap.  They reduced their cap-x.  The stock fell in half and then they diluted by 59%.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$5.450
Owned Owned
No

COMMENT

A small company in the Montney gas play. They have big resources and big upside if they were to be acquired. The issue is that gas prices have been pretty weak. They continue to issue stock to finance their activity, which is negative for the stock in the short term.

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A small company in the Montney gas play. They have big resources and big upside if they were to be acquired. The issue is that gas prices have been pretty weak. They continue to issue stock to finance their activity, which is negative for the stock in the short term.

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Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$5.540
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick March 14/16. Up 26.62%.) He still likes this company. Natural gas prices have weakened considerably, particularly in Western Canada.

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(A Top Pick March 14/16. Up 26.62%.) He still likes this company. Natural gas prices have weakened considerably, particularly in Western Canada.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$6.040
Owned Owned
Yes

TOP PICK

The company is looking for production growth of about 80% in 2017 and 40% in 2018. There is no other natural gas player in Western Canada that has those kinds of growth rates. The valuation is actually below the average of their peers, which is also very attractive. (Analysts’ price target is $10.)

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The company is looking for production growth of about 80% in 2017 and 40% in 2018. There is no other natural gas player in Western Canada that has those kinds of growth rates. The valuation is actually below the average of their peers, which is also very attractive. (Analysts’ price target is $10.)

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$6.040
Owned Owned
Yes

COMMENT
Painted Pony Energy(PONY-T) 

December 6, 2016

A natural gas producer in Northeast BC. Have done an excellent job in executing their growth plan. They’ve got big plans out to 2020, and thinks they kind of want to broach that 100,000 barrels’ equivalent mark, and are currently at about 40,000. They have stepwise plan for adding infrastructure with their partner, AltaGas (ALA-T). AltaGas has built a plant, and have another phase planned. His issue is that they have vastly outspent cash flow and have ramped up debt levels. Management has done a fantastic job.

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A natural gas producer in Northeast BC. Have done an excellent job in executing their growth plan. They’ve got big plans out to 2020, and thinks they kind of want to broach that 100,000 barrels’ equivalent mark, and are currently at about 40,000. They have stepwise plan for adding infrastructure with their partner, AltaGas (ALA-T). AltaGas has built a plant, and have another phase planned. His issue is that they have vastly outspent cash flow and have ramped up debt levels. Management has done a fantastic job.

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Mason Granger

Portfolio , Sentry Investments...

Price Price
$10.150
Owned Owned
Unknown

BUY on WEAKNESS
Painted Pony Energy(PONY-T) 

October 26, 2016

A good company in natural gas. Had a really good performance this year to date. A lot of natural gas companies have come down recently. If predictions are right for El Niña, there should be increased demand for natural gas. A good commodity to own in this environment. There will be some more volatility in the sector, so you could probably buy a little bit cheaper, perhaps 5%.

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A good company in natural gas. Had a really good performance this year to date. A lot of natural gas companies have come down recently. If predictions are right for El Niña, there should be increased demand for natural gas. A good commodity to own in this environment. There will be some more volatility in the sector, so you could probably buy a little bit cheaper, perhaps 5%.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$8.460
Owned Owned
No

COMMENT
Painted Pony Energy(PONY-T) 

October 7, 2016

(Market Call Minute.) A good way to play a stronger natural gas price in the upcoming winter, $9-$10.

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(Market Call Minute.) A good way to play a stronger natural gas price in the upcoming winter, $9-$10.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$8.260
Owned Owned
Yes

BUY
Painted Pony Energy(PONY-T) 

September 29, 2016

He was involved many years ago.  He met with manage recently.  They are more of a land grab. He likes the management team, but prefers other names.  He likes the story and thinks you will do well by it.

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He was involved many years ago.  He met with manage recently.  They are more of a land grab. He likes the management team, but prefers other names.  He likes the story and thinks you will do well by it.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$8.170
Owned Owned
No

TOP PICK
Painted Pony Energy(PONY-T) 

September 19, 2016

He is bullish on Nat Gas.  Management is proven.  4th largest reserve of all publically traded companies.  You had the first draw down in Nat Gas since 2006 last month.  You just need a normal winter.

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He is bullish on Nat Gas.  Management is proven.  4th largest reserve of all publically traded companies.  You had the first draw down in Nat Gas since 2006 last month.  You just need a normal winter.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$7.740
Owned Owned
Yes

SELL
Painted Pony Energy(PONY-T) 

August 30, 2016

Really doesn’t see any strong catalyst short of a sale for this name. It is hard to see how it is going to continue to go up in a sideways oil tape. It has had an okay run of late, and you could certainly lighten up. There is nothing fundamentally wrong with it, but doesn’t see any reason why you should be there.

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Really doesn’t see any strong catalyst short of a sale for this name. It is hard to see how it is going to continue to go up in a sideways oil tape. It has had an okay run of late, and you could certainly lighten up. There is nothing fundamentally wrong with it, but doesn’t see any reason why you should be there.

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John Stephenson

President , Stephenson & Company...

Price Price
$8.490
Owned Owned
Unknown

BUY
Painted Pony Energy(PONY-T) 

August 24, 2016

(Market Call Minute.) An extremely well-run company.

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(Market Call Minute.) An extremely well-run company.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$8.470
Owned Owned
Unknown

BUY
Painted Pony Energy(PONY-T) 

August 15, 2016

(Market Call Minute) Their production is going to go to about 40k barrels up from 16k.

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(Market Call Minute) Their production is going to go to about 40k barrels up from 16k.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$8.200
Owned Owned
Yes

COMMENT

A natural gas producer, and one of the fastest-growing ones. They have gone from producing 5,000-10,000 barrels a day, to almost 40,000 by the end of this year. Have had huge growth and have used some leverage to achieve that, but gas prices are really, really strong this summer. The natural gas market needed that demand in order to have a storage reset, and it looks like we are getting one. Because of that, this company’s leverage metrics look a lot better, and can actually keep growing from 40,000 barrels a day onwards.

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A natural gas producer, and one of the fastest-growing ones. They have gone from producing 5,000-10,000 barrels a day, to almost 40,000 by the end of this year. Have had huge growth and have used some leverage to achieve that, but gas prices are really, really strong this summer. The natural gas market needed that demand in order to have a storage reset, and it looks like we are getting one. Because of that, this company’s leverage metrics look a lot better, and can actually keep growing from 40,000 barrels a day onwards.

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James Rife

Head of Ca, Canalyst Financial M...

Price Price
$8.330
Owned Owned
Unknown

COMMENT

Had concerns earlier this year on the logistics of incremental pipe being laid down to accommodate the growth that the company has. They have a very ambitious growth plan. This year, debt peaks out at maybe 2.8X debt to cash flow, and goes down steadily after that as incremental volumes start to be realized. Have done a fantastic job in every year of getting better and better at drilling wells in Northeast BC. A long-term Hold if you are constructive on gas.

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Had concerns earlier this year on the logistics of incremental pipe being laid down to accommodate the growth that the company has. They have a very ambitious growth plan. This year, debt peaks out at maybe 2.8X debt to cash flow, and goes down steadily after that as incremental volumes start to be realized. Have done a fantastic job in every year of getting better and better at drilling wells in Northeast BC. A long-term Hold if you are constructive on gas.

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Mason Granger

Portfolio , Sentry Investments...

Price Price
$8.940
Owned Owned
Unknown

COMMENT

One of the highest growth names you will find this year and into 2017. They are in the Northeast BC Montney fairway. This is a story of building facilities and filling them. Going to go from about 16,000 barrels of oil equivalent to 40,000 by year end, because the plant is going to be on stream. It is on time and relatively on budget. They will then look for the next phase, which ultimately could be 60,000-70,000 barrels by the end of next year. Well hedged for this year. Expects they will be self-sustaining as they get towards the 2nd half of 2017. Will probably be adding a little more to his holdings.

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One of the highest growth names you will find this year and into 2017. They are in the Northeast BC Montney fairway. This is a story of building facilities and filling them. Going to go from about 16,000 barrels of oil equivalent to 40,000 by year end, because the plant is going to be on stream. It is on time and relatively on budget. They will then look for the next phase, which ultimately could be 60,000-70,000 barrels by the end of next year. Well hedged for this year. Expects they will be self-sustaining as they get towards the 2nd half of 2017. Will probably be adding a little more to his holdings.

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Dennis da Silva

Managing D, Middlefield Capital ...

Price Price
$7.260
Owned Owned
Yes

BUY on WEAKNESS

He does not know the company.  Looking at a 5 year chart he feels oil will not go much above $50.  He would not play it from the long side.  If you like them then you are a dip buyer close to $5.

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He does not know the company.  Looking at a 5 year chart he feels oil will not go much above $50.  He would not play it from the long side.  If you like them then you are a dip buyer close to $5.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$6.900
Owned Owned
Unknown

BUY

It is a gas play.  His in house analyst really likes it.  It is doing well.  Most are not.  PPY-T has a large play where if gas prices come back they will do well.  It is one of the better natural gas play in Canada.

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It is a gas play.  His in house analyst really likes it.  It is doing well.  Most are not.  PPY-T has a large play where if gas prices come back they will do well.  It is one of the better natural gas play in Canada.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$5.810
Owned Owned
Unknown

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