Zargon Oil & Gas Ltd

ZAR-T

Analysis and Opinions about ZAR-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 22, 2008
(A Top Pick Feb 23/07. Down 11.7% including distributions.) Small energy trust evenly weighted between gas and oil. Very conservatively managed. After about 4 years, management finally did an acquisition, so are now up to about 9500 barrels a day. 10% yield.
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(A Top Pick Feb 23/07. Down 11.7% including distributions.) Small energy trust evenly weighted between gas and oil. Very conservatively managed. After about 4 years, management finally did an acquisition, so are now up to about 9500 barrels a day. 10% yield.
COMMENT
COMMENT
December 5, 2007
Just acquired Rival Energy (RGY.V-X) giving them a little more oil. Conservative management. Have a lot of good prospects. Would Buy or Hold.
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Just acquired Rival Energy (RGY.V-X) giving them a little more oil. Conservative management. Have a lot of good prospects. Would Buy or Hold.
TOP PICK
TOP PICK
February 23, 2007
A mid-cap oil/gas trust. Current production around 8400 barrels. About 55% natural gas and 45% oil. Conservative management with a 45% basic payout ratio. Trades at about 5.8 X price to cash flow. Good position to do acquisitions.
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A mid-cap oil/gas trust. Current production around 8400 barrels. About 55% natural gas and 45% oil. Conservative management with a 45% basic payout ratio. Trades at about 5.8 X price to cash flow. Good position to do acquisitions.
BUY
BUY
November 17, 2006
Has a lot of capacity internally to keep growing. But management team. Inexpensive. Not a high yield compared to others, but a great name.
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Has a lot of capacity internally to keep growing. But management team. Inexpensive. Not a high yield compared to others, but a great name.
BUY
BUY
August 4, 2006
Very solid name, particularly if you are concerned about downside risk on the commodity. Makes very few acquisitions but relies on their own development skills. Conservative balance sheet. Low operating costs.
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Very solid name, particularly if you are concerned about downside risk on the commodity. Makes very few acquisitions but relies on their own development skills. Conservative balance sheet. Low operating costs.
BUY
BUY
June 16, 2006
1st quarter was down. Looks like the 2nd quarter is going to be reasonable, down slightly, which is typical for the sector. Likes this one.
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1st quarter was down. Looks like the 2nd quarter is going to be reasonable, down slightly, which is typical for the sector. Likes this one.
PAST TOP PICK
PAST TOP PICK
September 2, 2005
(A Top Pick Apr 29/05 Up 38%.) Small producer. Great management. Increasing on a nice steady basis. Referred as a "grinder". Doing a great job. Payout ratio is one of the lowest in the sector.
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(A Top Pick Apr 29/05 Up 38%.) Small producer. Great management. Increasing on a nice steady basis. Referred as a "grinder". Doing a great job. Payout ratio is one of the lowest in the sector.
TOP PICK
TOP PICK
July 8, 2005
(A Top Pick Apr 29/05. Up 12%.) A quiet, relatively small company. Good management.
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(A Top Pick Apr 29/05. Up 12%.) A quiet, relatively small company. Good management.
TOP PICK
TOP PICK
April 29, 2005
Likes management and some of the properties. A good smaller trust with management that avoids risks.
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Likes management and some of the properties. A good smaller trust with management that avoids risks.
BUY
BUY
April 1, 2005
Payout ratio is quite strong. One of the new generation of oil/gas trusts that tends to retain more of its cash flow for future development. Over time, it should continue to be a good performer.
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Payout ratio is quite strong. One of the new generation of oil/gas trusts that tends to retain more of its cash flow for future development. Over time, it should continue to be a good performer.
BUY
BUY
August 25, 2004
A developer of properties. Good assets.
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A developer of properties. Good assets.
STRONG BUY
STRONG BUY
August 19, 2004
Going to be one of the best junior trusts. Good management.
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Going to be one of the best junior trusts. Good management.
Showing 31 to 42 of 42 entries