Renegade Petroleum Ltd.

RPL-X

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

Analysis and Opinions about RPL-X

Signal
Opinion
Expert
BUY
BUY
June 8, 2011
Phenomenally profitable business. It has struggled. Trading at 2.4 times 2012 cash flow. They did an acquisition, which took their eye off the ball. They need to concentrate on execution. They are back in the field after the wet spring. Stock could go up to $4 level.
Phenomenally profitable business. It has struggled. Trading at 2.4 times 2012 cash flow. They did an acquisition, which took their eye off the ball. They need to concentrate on execution. They are back in the field after the wet spring. Stock could go up to $4 level.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.340
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 8, 2011
(Top Pick Jun 10/10, Down 1.88%) Some slippage in terms of their guidance and their hitting it. They have learned their lesson. He will give them two more quarters.
(Top Pick Jun 10/10, Down 1.88%) Some slippage in terms of their guidance and their hitting it. They have learned their lesson. He will give them two more quarters.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.340
Owned
Yes
TOP PICK
TOP PICK
May 10, 2011
Bought a small Alberta company and the stock declined ever since. They had a bunch of meetings with portfolio managers and stock went up 7% today. Everyone likes what they are planning. Costs are fairly low compared to piers <$20/barrel.
Bought a small Alberta company and the stock declined ever since. They had a bunch of meetings with portfolio managers and stock went up 7% today. Everyone likes what they are planning. Costs are fairly low compared to piers <$20/barrel.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$3.750
Owned
Yes
TOP PICK
TOP PICK
March 10, 2011
Smaller (junior) oily name that has fantastic growth. Mostly oil. Different plays. A whole bunch of production coming on stream. They will have doubled production over the year. They had done an issue and the stock was lagging because of the issue. It’s obvious that the management can double production quickly.
Smaller (junior) oily name that has fantastic growth. Mostly oil. Different plays. A whole bunch of production coming on stream. They will have doubled production over the year. They had done an issue and the stock was lagging because of the issue. It’s obvious that the management can double production quickly.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$4.050
Owned
Yes
BUY
BUY
February 25, 2011
96% light oil and grew production 60% from 3rd quarter to 4th quarter. Good management. Price to cash flow multiple is relatively inexpensive versus its peer group.
96% light oil and grew production 60% from 3rd quarter to 4th quarter. Good management. Price to cash flow multiple is relatively inexpensive versus its peer group.
Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$4.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 9, 2011
(A Top Pick Oct 27/10. Up 15.19%.) About 97% light oil weighting. Have really great netbacks of about $55 at $90 oil. Cheap multiple.
(A Top Pick Oct 27/10. Up 15.19%.) About 97% light oil weighting. Have really great netbacks of about $55 at $90 oil. Cheap multiple.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$4.550
Owned
Yes
TOP PICK
TOP PICK
October 27, 2010
(A Top Pick June 10/10. Up 10.6%.) Highest net back of any company in Western Canada. Extremely cheap at a multiple of roughly 4X next year's cash flow. Light oil and a good set of assets. Looking for 40% upside.
(A Top Pick June 10/10. Up 10.6%.) Highest net back of any company in Western Canada. Extremely cheap at a multiple of roughly 4X next year's cash flow. Light oil and a good set of assets. Looking for 40% upside.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.950
Owned
Yes
TOP PICK
TOP PICK
June 10, 2010
He has been buying over the last 3 weeks. 96% levered to oil. Flying under the radar of bay street. They can go after smaller deals but in aggregate can add up to a lot. Predicts they will be at a 4x multiple after increasing 50%.
He has been buying over the last 3 weeks. 96% levered to oil. Flying under the radar of bay street. They can go after smaller deals but in aggregate can add up to a lot. Predicts they will be at a 4x multiple after increasing 50%.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.370
Owned
Yes
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