Estrella International Energy Services

EEN-X

Analysis and Opinions about EEN-X

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 28, 2012

(A Top Pick with Sandstorm (SND-X) and Swiffer Hygeine (SWI-T) Dec 29/11. These 3 did okay.) Part of a “triple tax loss” 3 week trade where owners did tax loss selling and then are buying back their stocks.

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(A Top Pick with Sandstorm (SND-X) and Swiffer Hygeine (SWI-T) Dec 29/11. These 3 did okay.) Part of a “triple tax loss” 3 week trade where owners did tax loss selling and then are buying back their stocks.

PAST TOP PICK
PAST TOP PICK
September 27, 2012

(A Top Pick Aug 30/11. Down 73.61%.) Some of the regimes where they did business turned unfriendly. Then they ran into cash flow problems. At this point it is probably best to stay away. He still holds a position in the form of convertible debentures on their bonds.

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(A Top Pick Aug 30/11. Down 73.61%.) Some of the regimes where they did business turned unfriendly. Then they ran into cash flow problems. At this point it is probably best to stay away. He still holds a position in the form of convertible debentures on their bonds.

HOLD
HOLD
April 9, 2012

(Market Call Minute.) A bit of a “show me” story. He owns a little bit of that debt.

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(Market Call Minute.) A bit of a “show me” story. He owns a little bit of that debt.

TOP PICK
TOP PICK
December 29, 2011
Part of a triple tax loss trade. Fundamentals are in tact, balance sheet is good. 3 week trade.
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Part of a triple tax loss trade. Fundamentals are in tact, balance sheet is good. 3 week trade.
WAIT
WAIT
November 24, 2011
Still owns a small amount but is more in the bonds. Nothing really wrong with the company. Had a bought deal that was hung in the spring and has been an orphan since. Strategy of acquiring generic rigs, taking them out of service, retrofitting them for more specialized rigs and putting them out at higher rates is all happening. Wait for a turn in the stock before you chase it.
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Still owns a small amount but is more in the bonds. Nothing really wrong with the company. Had a bought deal that was hung in the spring and has been an orphan since. Strategy of acquiring generic rigs, taking them out of service, retrofitting them for more specialized rigs and putting them out at higher rates is all happening. Wait for a turn in the stock before you chase it.
PAST TOP PICK
PAST TOP PICK
October 20, 2011
(A Top Pick Dec 21/10. Down 65%.) Has switched out of most of this but still has a very small position. (Also Short many similar names so that net returns in the portfolio wouldn’t necessarily reflect this return.)
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(A Top Pick Dec 21/10. Down 65%.) Has switched out of most of this but still has a very small position. (Also Short many similar names so that net returns in the portfolio wouldn’t necessarily reflect this return.)
TOP PICK
TOP PICK
August 30, 2011
(A Top Pick Dec 21/10. Down 60.62%) Ridiculously cheap at these levels. Easy potential for it to go back to $.70. Has been trading quite well. Trading at 1.5X EBITDA.
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(A Top Pick Dec 21/10. Down 60.62%) Ridiculously cheap at these levels. Easy potential for it to go back to $.70. Has been trading quite well. Trading at 1.5X EBITDA.
STRONG BUY
STRONG BUY
June 27, 2011
Energy services provider in Latin America. They participate in some of the larger basins in Columbia, Argentina and Chile. Geothermal operations. Got caught up in a financing that wasn't handled properly but most of that has been cleaned up. Fantastic buying opportunity. Good chance of a double.
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Energy services provider in Latin America. They participate in some of the larger basins in Columbia, Argentina and Chile. Geothermal operations. Got caught up in a financing that wasn't handled properly but most of that has been cleaned up. Fantastic buying opportunity. Good chance of a double.
PAST TOP PICK
PAST TOP PICK
May 26, 2011
(A Top Pick Dec 21/10. Down 27.5%.) Did a $0.70 financing and was hung for awhile but still believes the value is there. Still buying.
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(A Top Pick Dec 21/10. Down 27.5%.) Did a $0.70 financing and was hung for awhile but still believes the value is there. Still buying.
PAST TOP PICK
PAST TOP PICK
March 17, 2011
(Top Pick Dec 20/10, down 20.75%) Small but very fast growing energy services provider in South America. This is where the fast growing deposits are. There is lots of growth ahead of them. He is looking to hold it for 2-5 years for a double. Is still a buy.
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(Top Pick Dec 20/10, down 20.75%) Small but very fast growing energy services provider in South America. This is where the fast growing deposits are. There is lots of growth ahead of them. He is looking to hold it for 2-5 years for a double. Is still a buy.
TOP PICK
TOP PICK
January 31, 2011
(A Top Pick Dec 21/10. No change.) Specialized drilling services so they are able to charge higher rates and have higher utilization than most of their peers. Located in Latin America. Trades at only 3X EBITDA and thinks this will expand as they prove out their growth.
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(A Top Pick Dec 21/10. No change.) Specialized drilling services so they are able to charge higher rates and have higher utilization than most of their peers. Located in Latin America. Trades at only 3X EBITDA and thinks this will expand as they prove out their growth.
TOP PICK
TOP PICK
December 21, 2010
South American based energy services company. Trading at only about 3X next year’s EBITDA. Expect the stock will be re-rated over the next year.
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South American based energy services company. Trading at only about 3X next year’s EBITDA. Expect the stock will be re-rated over the next year.
BUY
BUY
November 15, 2010
Energy Services based in Colombia. Doing very well. Sees a lot of growth potential piggybacking off oil production in Colombia.
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Energy Services based in Colombia. Doing very well. Sees a lot of growth potential piggybacking off oil production in Colombia.
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