Painted Pony Energy

PONY-T

Analysis and Opinions about PONY-T

Signal
Opinion
Expert
COMMENT
COMMENT
October 7, 2016

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

Show full opinionHide full opinion

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

BUY
BUY
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.

Show full opinionHide full opinion
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.

TOP PICK
TOP PICK
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.

Show full opinionHide full opinion
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.

SELL
SELL
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.

Show full opinionHide full opinion

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.

BUY
BUY
August 24, 2016

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

Show full opinionHide full opinion

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

BUY
BUY
August 15, 2016

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

Show full opinionHide full opinion

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

COMMENT
COMMENT
August 9, 2016

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
July 21, 2016

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
May 31, 2016

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.

Show full opinionHide full opinion

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.

BUY WEAKNESS
BUY WEAKNESS
May 30, 2016

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.

Show full opinionHide full opinion

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.

BUY
BUY
May 12, 2016

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.

Show full opinionHide full opinion

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.

BUY
BUY
April 11, 2016

(Market Call Minute) A challenged business, but if LNG takes off then they have a strong position in that.

Show full opinionHide full opinion

(Market Call Minute) A challenged business, but if LNG takes off then they have a strong position in that.

DON'T BUY
DON'T BUY
April 7, 2016

The entire group is weak because of downward revisions in Nat Gas price predictions. Demand has not grown. Industry has not kept up with pipelines. Producers have a constraint from this. They are hedged at 61% for the remainder of the year.

Show full opinionHide full opinion

The entire group is weak because of downward revisions in Nat Gas price predictions. Demand has not grown. Industry has not kept up with pipelines. Producers have a constraint from this. They are hedged at 61% for the remainder of the year.

COMMENT
COMMENT
April 6, 2016

(Market Call Minute.) A natural gas developer and producer. Stock is cheap on a Price to Book value. They are not going to be cash flowing a whole lot at these prices. However, price momentum is starting to turn in the whole sector. They are cheap enough on a BV basis and might be one to take a look at.

Show full opinionHide full opinion

(Market Call Minute.) A natural gas developer and producer. Stock is cheap on a Price to Book value. They are not going to be cash flowing a whole lot at these prices. However, price momentum is starting to turn in the whole sector. They are cheap enough on a BV basis and might be one to take a look at.

TOP PICK
TOP PICK
March 14, 2016

They have the 4th largest Nat gas reserves of publicly traded companies. It is a junior company with a senior asset. They can increase production from 16k to 40k units. Natural gas might have a run this winter.

Show full opinionHide full opinion

They have the 4th largest Nat gas reserves of publicly traded companies. It is a junior company with a senior asset. They can increase production from 16k to 40k units. Natural gas might have a run this winter.

Showing 61 to 75 of 205 entries