Painted Pony Energy

PONY-T

Analysis and Opinions about PONY-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2011
Gas weighted. Crescent Point (CPG-T) sold its 11.5% position probably to free up some cash to make an acquisition. Shouldn’t affect the stock too much. Expect it will eventually be sold.
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Gas weighted. Crescent Point (CPG-T) sold its 11.5% position probably to free up some cash to make an acquisition. Shouldn’t affect the stock too much. Expect it will eventually be sold.
TOP PICK
TOP PICK
December 14, 2010
(Top Pick Aug 24/10, Up 19.72%) It’s cheap based on just existing production and you get all the exploration for free. 45% light oil. Has exceptional upside.
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(Top Pick Aug 24/10, Up 19.72%) It’s cheap based on just existing production and you get all the exploration for free. 45% light oil. Has exceptional upside.
BUY
BUY
December 6, 2010
Management is committed to fast growth and they are making things happen..
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Management is committed to fast growth and they are making things happen..
HOLD
HOLD
November 26, 2010
Likes the name. Has exposure to some prospective oil fields. Had a few misses. Grooming it to Sell.
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Likes the name. Has exposure to some prospective oil fields. Had a few misses. Grooming it to Sell.
PARTIAL BUY
PARTIAL BUY
October 27, 2010
Really likes this name. Have a core oil production out of the Bakken. Trades around 7X enterprise value to cash flow to next year’s production. Real upside is in the natural gas assets in northeast BC. Good Risk/Reward. No need to rush, just pick away at it.
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Really likes this name. Have a core oil production out of the Bakken. Trades around 7X enterprise value to cash flow to next year’s production. Real upside is in the natural gas assets in northeast BC. Good Risk/Reward. No need to rush, just pick away at it.
DON'T BUY
DON'T BUY
October 7, 2010
Doesn't follow this closely, but in his quantitative strategy, he has a Short position in the name.
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Doesn't follow this closely, but in his quantitative strategy, he has a Short position in the name.
BUY
BUY
October 4, 2010
Focused on very rapid production growth. A lot of the junior names have been out of favour over the summer and have just started to come back to life.
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Focused on very rapid production growth. A lot of the junior names have been out of favour over the summer and have just started to come back to life.
TOP PICK
TOP PICK
August 24, 2010
We are going into a seasonably weak market for oil and gas. A story that is not on the radar screen of most investors.
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We are going into a seasonably weak market for oil and gas. A story that is not on the radar screen of most investors.
BUY
BUY
June 10, 2010
Pretty well run company. Sees the stock as being a potential multi-bagger. You could buy at 6.50 and hold for two years.
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Pretty well run company. Sees the stock as being a potential multi-bagger. You could buy at 6.50 and hold for two years.
BUY
BUY
May 14, 2010
Pulled back with all the other oil/gas stocks. High-growth play that is looking for home runs. Good management. Probably a little expensive but has some pretty ambitious targets. Good name for the long run but be prepared to ride this storm out.
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Pulled back with all the other oil/gas stocks. High-growth play that is looking for home runs. Good management. Probably a little expensive but has some pretty ambitious targets. Good name for the long run but be prepared to ride this storm out.
BUY
BUY
May 7, 2010
Have a mixture of light oil assets in the Bakkens. Great balance sheet. Very debt averse.
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Have a mixture of light oil assets in the Bakkens. Great balance sheet. Very debt averse.
WEAK BUY
WEAK BUY
February 16, 2010
Hates A/Bs (classes). She would not buy the ‘B’s. They are not liquid enough to get the participation from results as the ‘A’s. This is an expensive stock, but it doesn’t mean it wont go up.
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Hates A/Bs (classes). She would not buy the ‘B’s. They are not liquid enough to get the participation from results as the ‘A’s. This is an expensive stock, but it doesn’t mean it wont go up.
HOLD
HOLD
January 13, 2010
Haven't purchased any recently but also have not sold. Growing into their price with more success in the Bakken. Have also brought in a whole new core area in northeast BC, which will be focused on gas.
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Haven't purchased any recently but also have not sold. Growing into their price with more success in the Bakken. Have also brought in a whole new core area in northeast BC, which will be focused on gas.
HOLD
HOLD
September 14, 2009
A Saskatchewan Bakken play. Very well run. Valuation is getting a little higher so she would not be buying more herself. Have a tract of land right in the heart of the Montney area of BC.
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Painted Pony Energy (PONY-T)
September 14, 2009
A Saskatchewan Bakken play. Very well run. Valuation is getting a little higher so she would not be buying more herself. Have a tract of land right in the heart of the Montney area of BC.
HOLD
HOLD
May 19, 2009
(Market Call Minute.) Great company but fully valued.
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(Market Call Minute.) Great company but fully valued.
HOLD
HOLD
April 15, 2009
Will keep growing. If valuation keeps continues to grow, lighten your holding.
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Will keep growing. If valuation keeps continues to grow, lighten your holding.
BUY
BUY
March 26, 2009
(Market Call Minute.) Seriously looking at buying this one again. Gives you some good exposure to northeast BC as well as the Bakken.
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(Market Call Minute.) Seriously looking at buying this one again. Gives you some good exposure to northeast BC as well as the Bakken.
BUY
BUY
January 16, 2009
Crescent Point (CPG.UN-T) owns 20%. $10 million in cash and no debt. Very cheap.
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Crescent Point (CPG.UN-T) owns 20%. $10 million in cash and no debt. Very cheap.
HOLD
HOLD
December 3, 2008
Not a bad company. Decent management team and some decent assets. Can't see any visibility.
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Not a bad company. Decent management team and some decent assets. Can't see any visibility.
SELL
SELL
October 22, 2008
(Market Call Minute.) Unless you know something about a merger and acquisition he would Sell.
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(Market Call Minute.) Unless you know something about a merger and acquisition he would Sell.
BUY
BUY
September 12, 2008
Oil in the Bakken region of Saskatchewan. Crescent Point Energy (CPG.UN-T) recently set up a company called Shelter Bay. This company is a part of that. Still likes this company.
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Painted Pony Energy (PONY-T)
September 12, 2008
Oil in the Bakken region of Saskatchewan. Crescent Point Energy (CPG.UN-T) recently set up a company called Shelter Bay. This company is a part of that. Still likes this company.
BUY
BUY
June 16, 2008
Reasonable chance it gets taken out. Pretty good land position and decent balance sheet. Showing some strong production growth and one of their positions is in the Bakken area.
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Reasonable chance it gets taken out. Pretty good land position and decent balance sheet. Showing some strong production growth and one of their positions is in the Bakken area.
PAST TOP PICK
PAST TOP PICK
April 14, 2008
(A Top Pick Dec 5/07. Up 69%.) Picked because the Bakken region in Saskatchewan was hot and the stock was overlooked. Crescent Point Energy (CPG.UN-T) just bought 20% of their stock.
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(A Top Pick Dec 5/07. Up 69%.) Picked because the Bakken region in Saskatchewan was hot and the stock was overlooked. Crescent Point Energy (CPG.UN-T) just bought 20% of their stock.
BUY
BUY
December 12, 2007
(Market Call Minute.) Very small cap and it is in the Bakken play in Saskatchewan.
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(Market Call Minute.) Very small cap and it is in the Bakken play in Saskatchewan.
TOP PICK
TOP PICK
December 5, 2007
Holdings in the Bakken area in Saskatchewan. The last pure player in this area. A bit early stage, so have to see this winter's drilling. Need to drill a lot of wells. Just raised some money and have no debt. Fairly illiquid.
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Holdings in the Bakken area in Saskatchewan. The last pure player in this area. A bit early stage, so have to see this winter's drilling. Need to drill a lot of wells. Just raised some money and have no debt. Fairly illiquid.
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