Zargon Oil & Gas Ltd

ZAR-T

Analysis and Opinions about ZAR-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 11, 2009
(A Top Pick July 18/08. Down 19.86%.) Likes the company. Well run. Recently made an acquisition of Churchill Energy.
Show full opinionHide full opinion
(A Top Pick July 18/08. Down 19.86%.) Likes the company. Well run. Recently made an acquisition of Churchill Energy.
BUY
BUY
July 31, 2009
A meat and potatoes oil/gas type of company. Great management. Have tax pools they can use when they incorporate in 2011.
Show full opinionHide full opinion
A meat and potatoes oil/gas type of company. Great management. Have tax pools they can use when they incorporate in 2011.
PAST TOP PICK
PAST TOP PICK
May 26, 2009
(A Top Pick Apr 28/08. Down 29%.) Bullish on oil and could see gas at $6 in 8 months. Undervalued versus other royalty trusts. Still a Buy.
Show full opinionHide full opinion
(A Top Pick Apr 28/08. Down 29%.) Bullish on oil and could see gas at $6 in 8 months. Undervalued versus other royalty trusts. Still a Buy.
VAGUE
VAGUE
April 27, 2009
Recently made an acquisition (masters), which was a cheap acquisition. Payout ratio in this environment is safe.
Show full opinionHide full opinion
Recently made an acquisition (masters), which was a cheap acquisition. Payout ratio in this environment is safe.
Ben Cheng

Unlock Ratings

Price
$16.040
Owned
Unknown
BUY
BUY
March 25, 2009
Equally weighted between oil and natural gas. Recently made a number of small acquisitions. Low debt and low payout ratio. Also hedged against lower commodity prices. Distributions should be safe.
Show full opinionHide full opinion
Equally weighted between oil and natural gas. Recently made a number of small acquisitions. Low debt and low payout ratio. Also hedged against lower commodity prices. Distributions should be safe.
BUY
BUY
March 6, 2009
Oil/gas. Fairly small cap and fairly defensively positioned. Reasonable payout ratio at about 85%. Yield a 16%.
Show full opinionHide full opinion
Oil/gas. Fairly small cap and fairly defensively positioned. Reasonable payout ratio at about 85%. Yield a 16%.
PARTIAL BUY
PARTIAL BUY
February 10, 2009
Have done phenomenally well. Strategy wise, he doesn't know if gas today is a low. There are technical reasons why it could sit at the current level for the better half of this year. Thinks this is one of the companies that will come of it so you could nibble away at it.
Show full opinionHide full opinion
Have done phenomenally well. Strategy wise, he doesn't know if gas today is a low. There are technical reasons why it could sit at the current level for the better half of this year. Thinks this is one of the companies that will come of it so you could nibble away at it.
PAST TOP PICK
PAST TOP PICK
February 6, 2009
(A Top Pick Jan 29/08. Down 12.6%.) Will probably see a relatively stable level of distributions. Assuming there is an improvement in the capital/credit markets; you could see a take-out at a 25%-30% premium.
Show full opinionHide full opinion
(A Top Pick Jan 29/08. Down 12.6%.) Will probably see a relatively stable level of distributions. Assuming there is an improvement in the capital/credit markets; you could see a take-out at a 25%-30% premium.
TOP PICK
TOP PICK
January 6, 2009
Conservative management team. About a 35% payout ratio giving a lot of flexibility in maintaining distributions..
Show full opinionHide full opinion
Conservative management team. About a 35% payout ratio giving a lot of flexibility in maintaining distributions..
PAST TOP PICK
PAST TOP PICK
November 13, 2008
(A Top Pick Jan 29/08. Down 22%.) Producing less than 10,000 BOE's a day. Management owns 10%. Very conservatively run. Low payout ratio. Did not cut their dividend. Debt to cash flow is less than 1 X.
Show full opinionHide full opinion
(A Top Pick Jan 29/08. Down 22%.) Producing less than 10,000 BOE's a day. Management owns 10%. Very conservatively run. Low payout ratio. Did not cut their dividend. Debt to cash flow is less than 1 X.
PAST TOP PICK
PAST TOP PICK
October 29, 2008
(A Top Pick Apr 28/08. Down 34%.) Trading at a multiple below its peers. Low leverage. Could still be acquired so he still likes it.
Show full opinionHide full opinion
(A Top Pick Apr 28/08. Down 34%.) Trading at a multiple below its peers. Low leverage. Could still be acquired so he still likes it.
TOP PICK
TOP PICK
September 2, 2008
Very low debt. Trades at about 60% of its net asset value. Very undervalued. Very solid, conservative management.
Show full opinionHide full opinion
Very low debt. Trades at about 60% of its net asset value. Very undervalued. Very solid, conservative management.
TOP PICK
TOP PICK
July 18, 2008
Low debt and low payout ratio. Kind of ignored by the market and, as a result, a takeover target. Good possibility they will have to increase their distribution in the near future. Some very attractive assets.
Show full opinionHide full opinion
Low debt and low payout ratio. Kind of ignored by the market and, as a result, a takeover target. Good possibility they will have to increase their distribution in the near future. Some very attractive assets.
TOP PICK
TOP PICK
April 28, 2008
55% natural gas and 45% oil. Great management team. Very stable pools of oil/gas. Missed production over the last couple of quarters so the stock has been penalized. Comfortable that they have right sized it. Lower debt than the average royalty trust. Very low payout ratio. Because of oil/gas prices, they may increase distributions or pay a special one. Perfect acquisition target for another royalty trust.
Show full opinionHide full opinion
55% natural gas and 45% oil. Great management team. Very stable pools of oil/gas. Missed production over the last couple of quarters so the stock has been penalized. Comfortable that they have right sized it. Lower debt than the average royalty trust. Very low payout ratio. Because of oil/gas prices, they may increase distributions or pay a special one. Perfect acquisition target for another royalty trust.
TOP PICK
TOP PICK
January 29, 2008
Gas weighted. Relatively small but very conservative management team. Acquired Rival Energy last year. Low payout ratio.
Show full opinionHide full opinion
Gas weighted. Relatively small but very conservative management team. Acquired Rival Energy last year. Low payout ratio.
Showing 16 to 30 of 42 entries