Long Run Exploration

LRE-T

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Analysis and Opinions about LRE-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 12, 2011
Stubbed their toe a couple of times on production misses. He went with other names.
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Long Run Exploration (LRE-T)
September 12, 2011
Stubbed their toe a couple of times on production misses. He went with other names.
HOLD
HOLD
September 8, 2011
Well managed and has a nice production profile going forward. His issue with the juniors is that there is a time to be in them and a time not to be. With a sideways moving commodity it's hard to know where these are going.
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Well managed and has a nice production profile going forward. His issue with the juniors is that there is a time to be in them and a time not to be. With a sideways moving commodity it's hard to know where these are going.
STRONG BUY
STRONG BUY
August 16, 2011
Execution has been excellent. Incredibly cheap at about 4X enterprise value to cash flow on 2012 production. $12 would be fair value for this stock.
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Execution has been excellent. Incredibly cheap at about 4X enterprise value to cash flow on 2012 production. $12 would be fair value for this stock.
DON'T BUY
DON'T BUY
August 10, 2011
Has been a disappointing performer this year. Very levered to Viking plays in Saskatchewan and Alberta. A challenging play but fairly cheap wells to drill. Prefers others.
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Has been a disappointing performer this year. Very levered to Viking plays in Saskatchewan and Alberta. A challenging play but fairly cheap wells to drill. Prefers others.
BUY
BUY
July 13, 2011
Recently merged with Orion Oil & Gas, which had a lot more production, which gives them more production and cash flow so they can drill some more of their targets. Should do all right with this over the next couple of years.
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Recently merged with Orion Oil & Gas, which had a lot more production, which gives them more production and cash flow so they can drill some more of their targets. Should do all right with this over the next couple of years.
COMMENT
COMMENT
May 16, 2011
Hears very good things and is on his list to look at. Energy demands, both oil and natural gas, are going to remain strong.
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Hears very good things and is on his list to look at. Energy demands, both oil and natural gas, are going to remain strong.
PAST TOP PICK
PAST TOP PICK
May 4, 2011
(A Top Pick May 7/10. Up 13.89%.)
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(A Top Pick May 7/10. Up 13.89%.)
BUY
BUY
April 25, 2011
Oil leveraged. Vast majority of their pursuits is in the Viking formation in Saskatchewan. Credible management and starting to move the risk back on the Viking formation. Finally on the cusp of breaking through in early 2011.
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Oil leveraged. Vast majority of their pursuits is in the Viking formation in Saskatchewan. Credible management and starting to move the risk back on the Viking formation. Finally on the cusp of breaking through in early 2011.
TOP PICK
TOP PICK
April 13, 2011
(A Top Pick Dec 14/10. Up 33.72%.) Most attractive investment opportunity in the oil/gas space in all of North America. Trading at 6X cash flow using this year’s production and 4.5X next year’s. Pur play in the Viking in 3 different areas. All 3 have had very successful well results. $12.25 to $16.
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(A Top Pick Dec 14/10. Up 33.72%.) Most attractive investment opportunity in the oil/gas space in all of North America. Trading at 6X cash flow using this year’s production and 4.5X next year’s. Pur play in the Viking in 3 different areas. All 3 have had very successful well results. $12.25 to $16.
BUY
BUY
April 7, 2011
Quality name with long-term growth potential. Could see some short term weakness going in the spring break-up but there is potential growth on production on drilling further wells plus a potential down the road, a year or more, water flood to bring on more production.
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Quality name with long-term growth potential. Could see some short term weakness going in the spring break-up but there is potential growth on production on drilling further wells plus a potential down the road, a year or more, water flood to bring on more production.
BUY
BUY
March 28, 2011
A bit of a development story. In production and he would like to see if they can get production up on each one of their wells. Have a huge resource that he feels is in areas where there could be an interest in taking them out. Seeing the type curve move up in terms of production per well. A lot of upside in the story.
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A bit of a development story. In production and he would like to see if they can get production up on each one of their wells. Have a huge resource that he feels is in areas where there could be an interest in taking them out. Seeing the type curve move up in terms of production per well. A lot of upside in the story.
TOP PICK
TOP PICK
February 9, 2011
Extremely cheap on current production at about 6.6X enterprise value to cash flow based on $90 oil versus peer average of about 8X, so dirt-cheap. Have 243 net sections in an extremely profitable play called Viking. Have a technique to stop ‘waxy’ from plugging wells with 50C water. Clean balance sheet.
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Extremely cheap on current production at about 6.6X enterprise value to cash flow based on $90 oil versus peer average of about 8X, so dirt-cheap. Have 243 net sections in an extremely profitable play called Viking. Have a technique to stop ‘waxy’ from plugging wells with 50C water. Clean balance sheet.
TOP PICK
TOP PICK
December 14, 2010
Are successfully implementing a technique for getting ‘waxy’ oil to stop plugging up wells through water heated to 50 C. This is an addition to the ‘fracing’ process, “hot water fracing”. Balance sheet is fine. 50% light oil. Sees upside of over 100%. Could be a take-out candidate.
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Are successfully implementing a technique for getting ‘waxy’ oil to stop plugging up wells through water heated to 50 C. This is an addition to the ‘fracing’ process, “hot water fracing”. Balance sheet is fine. 50% light oil. Sees upside of over 100%. Could be a take-out candidate.
TOP PICK
TOP PICK
May 7, 2010
Play on the emerging Viking light oil. Managed to amass 200,000 undeveloped acres. Have a couple of hundred net drilling locations in Alberta and southern Saskatchewan. Some technical challenges they have to overcome but are well underway. About 40% of this year's oil production is hedged.
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Play on the emerging Viking light oil. Managed to amass 200,000 undeveloped acres. Have a couple of hundred net drilling locations in Alberta and southern Saskatchewan. Some technical challenges they have to overcome but are well underway. About 40% of this year's oil production is hedged.
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