Tamarack Valley Energy

TVE-T

Analysis and Opinions about TVE-T

Signal
Opinion
Expert
COMMENT
COMMENT
February 28, 2017

This is by far the cheapest of his oil/gas holdings and he really likes it. There is a bit of an overhang, because they made an acquisition, which gave them a lot of stock, and there has been some selling going on. This is probably the right time to start a position in some of these names. This is extremely cheap at today’s prices.

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This is by far the cheapest of his oil/gas holdings and he really likes it. There is a bit of an overhang, because they made an acquisition, which gave them a lot of stock, and there has been some selling going on. This is probably the right time to start a position in some of these names. This is extremely cheap at today’s prices.

COMMENT
COMMENT
February 10, 2017

He likes this company. A smaller high growth play.

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He likes this company. A smaller high growth play.

DON'T BUY
DON'T BUY
January 9, 2017

They did a number of acquisitions last year. The stock is now ahead of itself because he thinks they paid too much for their last acquisition.

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They did a number of acquisitions last year. The stock is now ahead of itself because he thinks they paid too much for their last acquisition.

TOP PICK
TOP PICK
September 29, 2016

This one has been a laggard. It has trailed a lot of other oil and gas companies. They did a fantastic job of growing production. They did a good job of cutting down their costs. They are not levered because they have a great balance sheet.

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This one has been a laggard. It has trailed a lot of other oil and gas companies. They did a fantastic job of growing production. They did a good job of cutting down their costs. They are not levered because they have a great balance sheet.

PAST TOP PICK
PAST TOP PICK
May 27, 2016

(A Top Pick June 8/15. Up 4.47%.) No longer owns this. It has massively outperformed how oil has done. However, unless they do some wildly accretive acquisitions, it is trading at fair value. He wouldn’t own this today.

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(A Top Pick June 8/15. Up 4.47%.) No longer owns this. It has massively outperformed how oil has done. However, unless they do some wildly accretive acquisitions, it is trading at fair value. He wouldn’t own this today.

PAST TOP PICK
PAST TOP PICK
May 16, 2016

(A Top Pick June 12/15. Up 1.54%.) Likes management and the quality of the assets. The balance sheet is good. Have done some exceptional things in getting their costs down and improving efficiencies in their drilling, and have done really well in consolidating their plays. This is still a Buy.

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(A Top Pick June 12/15. Up 1.54%.) Likes management and the quality of the assets. The balance sheet is good. Have done some exceptional things in getting their costs down and improving efficiencies in their drilling, and have done really well in consolidating their plays. This is still a Buy.

PAST TOP PICK
PAST TOP PICK
April 22, 2016

(A Top Pick April 6/15. Down 5.36%.) A Cardium oil producer and have done a great job. They are building a dominant area at a very low cost. Likes the stock, but feels it is a bit ahead of itself right now. If it backed off to below $3, he feels it would be a table pounding Buy.

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(A Top Pick April 6/15. Down 5.36%.) A Cardium oil producer and have done a great job. They are building a dominant area at a very low cost. Likes the stock, but feels it is a bit ahead of itself right now. If it backed off to below $3, he feels it would be a table pounding Buy.

COMMENT
COMMENT
March 17, 2016

Wrestled with making this a Top pick. It has become a core holding for him. Participated in many of the financings before they were a well-known presence in Calgary. Management has a tremendous track record and has demonstrated an ability to do game changing transactions. Have about 400 locations in the Viking and Cardium. Nobody is better at grinding costs down and bringing efficiencies up.

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Wrestled with making this a Top pick. It has become a core holding for him. Participated in many of the financings before they were a well-known presence in Calgary. Management has a tremendous track record and has demonstrated an ability to do game changing transactions. Have about 400 locations in the Viking and Cardium. Nobody is better at grinding costs down and bringing efficiencies up.

BUY WEAKNESS
BUY WEAKNESS
February 23, 2016

(Market Call Minute.) Really solid stand up guys. He just wants the stock to pull back in the next month in what he thinks may be a choppy market.

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(Market Call Minute.) Really solid stand up guys. He just wants the stock to pull back in the next month in what he thinks may be a choppy market.

PAST TOP PICK
PAST TOP PICK
December 2, 2015

(A Top Pick June 12/15. Down 24.81%.) A small producer. This got hit, unjustifiably so, because it is an excellent quality company. Management has done an excellent job of rationalizing costs and have been able to maintain some of their property build because of this. Operationally they are doing quite well. She really likes this company. Sound assets and she sees lots of opportunities for them going forward. A great Buy at this point.

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(A Top Pick June 12/15. Down 24.81%.) A small producer. This got hit, unjustifiably so, because it is an excellent quality company. Management has done an excellent job of rationalizing costs and have been able to maintain some of their property build because of this. Operationally they are doing quite well. She really likes this company. Sound assets and she sees lots of opportunities for them going forward. A great Buy at this point.

BUY
BUY
October 7, 2015

He still likes it and it is a core position. They have incredible operating efficiency and can make money at $40 a barrel. They keep delivering quarter after quarter. He thinks it will be a go-to name for the market.

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He still likes it and it is a core position. They have incredible operating efficiency and can make money at $40 a barrel. They keep delivering quarter after quarter. He thinks it will be a go-to name for the market.

TOP PICK
TOP PICK
June 12, 2015

Their latest acquisition has helped to correct what has become a bit of a higher debt to cash flow multiple. They have been very, very prudent with growth and with capital management. Have really helped to correct the balance sheet with their latest equity issue and acquisition. She thinks it is going to do pretty phenomenal things going forward.

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Their latest acquisition has helped to correct what has become a bit of a higher debt to cash flow multiple. They have been very, very prudent with growth and with capital management. Have really helped to correct the balance sheet with their latest equity issue and acquisition. She thinks it is going to do pretty phenomenal things going forward.

TOP PICK
TOP PICK
June 10, 2015

An oil producer. Conservatively run. Did a nifty little double acquisition in the Wilson Creek area. It was $54 million, and you could tell the market liked it as they could have raised $80 million. Well financed. Solid balance sheet. They are prepared to not spend any money on growth capital, in order to keep the balance sheet clean for any more acquisitions that they might do in this environment.

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An oil producer. Conservatively run. Did a nifty little double acquisition in the Wilson Creek area. It was $54 million, and you could tell the market liked it as they could have raised $80 million. Well financed. Solid balance sheet. They are prepared to not spend any money on growth capital, in order to keep the balance sheet clean for any more acquisitions that they might do in this environment.

TOP PICK
TOP PICK
June 8, 2015

One of the few light oil companies trading at a deep discount. They paid less for a recent acquisition than the reserves. They also delevered the balance sheet. They now have a 6 year drilling inventory. They can grow by only spending their cash flow. It is one of the few oil opportunities he sees today.

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One of the few light oil companies trading at a deep discount. They paid less for a recent acquisition than the reserves. They also delevered the balance sheet. They now have a 6 year drilling inventory. They can grow by only spending their cash flow. It is one of the few oil opportunities he sees today.

TOP PICK
TOP PICK
April 6, 2015

Involved in the Cardium and Viking plays in Alberta. Doing about 8000 BOE’s a day right now and he thinks they will average that out for the year. Will probably do $.80 in cash flow. He has a $6.60 target on it.

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Involved in the Cardium and Viking plays in Alberta. Doing about 8000 BOE’s a day right now and he thinks they will average that out for the year. Will probably do $.80 in cash flow. He has a $6.60 target on it.

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