Ithaca Energy Inc.

IAE-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about IAE-T

Signal
Opinion
Expert
COMMENT
COMMENT
November 15, 2010
A North Sea play. Had a major disappointment last year when decline rates in their fields where a lot faster than expected.
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Ithaca Energy Inc. (IAE-T)
November 15, 2010
A North Sea play. Had a major disappointment last year when decline rates in their fields where a lot faster than expected.
TOP PICK
TOP PICK
November 11, 2010
One of the great plays in the North Sea, not far offshore. Wonderful management team. Strong balance sheet. Very smart. Will be a significant beneficiary when BP has to start shedding assets after the Gulf disaster.
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Ithaca Energy Inc. (IAE-T)
November 11, 2010
One of the great plays in the North Sea, not far offshore. Wonderful management team. Strong balance sheet. Very smart. Will be a significant beneficiary when BP has to start shedding assets after the Gulf disaster.
TOP PICK
TOP PICK
October 4, 2010
Wonderful energy company in the North Sea. Terrific management. Will be increasing reserves substantially in the North Sea through the drill bit. Also looking to acquire some North Sea properties from BP (BP-N). Speculative.
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Wonderful energy company in the North Sea. Terrific management. Will be increasing reserves substantially in the North Sea through the drill bit. Also looking to acquire some North Sea properties from BP (BP-N). Speculative.
BUY
BUY
October 1, 2010
Disappointed the company did a financing it $1.70. An excellent balance sheet and didn't need the money but have pre-funded all of their major developments for the next year or two. Good management.
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Disappointed the company did a financing it $1.70. An excellent balance sheet and didn't need the money but have pre-funded all of their major developments for the next year or two. Good management.
DON'T BUY
DON'T BUY
August 31, 2010
Very cheap at about 1.9X Debt Adjusted Cash Flow basis. Did large equity financing at inopportune times over the last couple of years. Recently did a substantial equity raise. Fully financed until about 2013 for the 2 North Sea projects. Would like to own it when it reaches full development.
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Very cheap at about 1.9X Debt Adjusted Cash Flow basis. Did large equity financing at inopportune times over the last couple of years. Recently did a substantial equity raise. Fully financed until about 2013 for the 2 North Sea projects. Would like to own it when it reaches full development.
BUY
BUY
August 24, 2010
Was negative for some time and then started buying it a month or so ago. The outlook on the company is very, very good. No exploration – it is pure development.
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Was negative for some time and then started buying it a month or so ago. The outlook on the company is very, very good. No exploration – it is pure development.
HOLD
HOLD
May 28, 2010
A little bit gassy but otherwise it is okay.
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A little bit gassy but otherwise it is okay.
BUY
BUY
April 26, 2010
Loves this stock. Story just keeps getting better. Just got financing to help develop more of their properties. Can double production over the next few years.
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Loves this stock. Story just keeps getting better. Just got financing to help develop more of their properties. Can double production over the next few years.
COMMENT
COMMENT
April 5, 2010
One of the cheaper stocks as it has been a turnaround and is in the North Sea, which has a very short reserve life. Next 2 weeks should give news on their Stellar well, which should tell whether the stock goes up or down.
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One of the cheaper stocks as it has been a turnaround and is in the North Sea, which has a very short reserve life. Next 2 weeks should give news on their Stellar well, which should tell whether the stock goes up or down.
BUY
BUY
March 30, 2010
Great balance sheet and strong management. Prospects and acreage are very good. As appetite for risk increases in the market, stock will do very well. (Optimistic on the economy for this year but not forecasting beyond 12 months.)
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Great balance sheet and strong management. Prospects and acreage are very good. As appetite for risk increases in the market, stock will do very well. (Optimistic on the economy for this year but not forecasting beyond 12 months.)
BUY
BUY
March 8, 2010
Did a brilliant job of surviving the meltdown. Likes their North Sea projects but can they take on bigger projects without taking on more debt or a partner. Feels they will have to make a deal but doesn't think it will put the company at risk.
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Did a brilliant job of surviving the meltdown. Likes their North Sea projects but can they take on bigger projects without taking on more debt or a partner. Feels they will have to make a deal but doesn't think it will put the company at risk.
DON'T BUY
DON'T BUY
March 3, 2010
He tries to stay away from these types of things. He waits for predictable, stable and cheap enough.
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He tries to stay away from these types of things. He waits for predictable, stable and cheap enough.
SPECULATIVE BUY
SPECULATIVE BUY
February 16, 2010
Has had a lot of new executives come into management and it is a strong team. Solid asset base. The cost of the wells are so much for a company of this size that you have an incremental level of risk. The big discoveries have been made in the North Sea.
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Ithaca Energy Inc. (IAE-T)
February 16, 2010
Has had a lot of new executives come into management and it is a strong team. Solid asset base. The cost of the wells are so much for a company of this size that you have an incremental level of risk. The big discoveries have been made in the North Sea.
BUY
BUY
February 8, 2010
Been through the worst and still have about $60 million of cash. One of the cheapest stocks at 2.5X price to cash flow. Have been outperforming guidance and estimates.
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Ithaca Energy Inc. (IAE-T)
February 8, 2010
Been through the worst and still have about $60 million of cash. One of the cheapest stocks at 2.5X price to cash flow. Have been outperforming guidance and estimates.
DON'T BUY
DON'T BUY
February 5, 2010
North Sea is a very difficult environment to operate in, in the energy sector. Would prefer something in Colombia like Gran Tierra (GTE-T). Decent enough company. Could be a homerun or a strikeout.
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Ithaca Energy Inc. (IAE-T)
February 5, 2010
North Sea is a very difficult environment to operate in, in the energy sector. Would prefer something in Colombia like Gran Tierra (GTE-T). Decent enough company. Could be a homerun or a strikeout.
Showing 91 to 105 of 113 entries