Seven Generations Energy Ltd

VII-T

Analysis and Opinions about VII-T

Signal
Opinion
Expert
COMMENT
COMMENT
October 11, 2019

VII-T vs CR-T? He would stay away from CR-T due to its debt level. VII-T has a good management team, but its slow down in growth highlighted their 50% decline rates in existing assets. This causes too much of their cash flow to still be required for maintenance. He would prefer NVA-T, which trades at a lower multiple of cash flow, has a better balance sheet, and lower decline rates on production.

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VII-T vs CR-T? He would stay away from CR-T due to its debt level. VII-T has a good management team, but its slow down in growth highlighted their 50% decline rates in existing assets. This causes too much of their cash flow to still be required for maintenance. He would prefer NVA-T, which trades at a lower multiple of cash flow, has a better balance sheet, and lower decline rates on production.

WATCH
WATCH
October 10, 2019
They are a liquids producer. The problem he sees is their high decline rates. They have a high replacement requirement. He is watching it but it is not a name he is covering right now.
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They are a liquids producer. The problem he sees is their high decline rates. They have a high replacement requirement. He is watching it but it is not a name he is covering right now.
HOLD
HOLD
August 26, 2019
It is a condensate producer. They have high decline rates so have to be actively drilling. $14.50 is the book value. It is an interesting story. Stay with it if you own it.
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It is a condensate producer. They have high decline rates so have to be actively drilling. $14.50 is the book value. It is an interesting story. Stay with it if you own it.
PAST TOP PICK
PAST TOP PICK
August 19, 2019
(A Top Pick Aug 08/18, Down 55%) All energy stocks have gone down, but he's buying them now as they bottom. He sold this before it really plunged.
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(A Top Pick Aug 08/18, Down 55%) All energy stocks have gone down, but he's buying them now as they bottom. He sold this before it really plunged.
DON'T BUY
DON'T BUY
June 13, 2019
It hit a 52 week high recently. They used to under promise and over deliver and then after that they kept missing their quarters. You have to pick your spots for these energy names.
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It hit a 52 week high recently. They used to under promise and over deliver and then after that they kept missing their quarters. You have to pick your spots for these energy names.
WAIT
WAIT
May 28, 2019
A gas liquid oriented Alberta producer. It is down because everything Canadian is down. Good Management and good assets. He would prefer to wait until the June quarter reporting to enter.
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A gas liquid oriented Alberta producer. It is down because everything Canadian is down. Good Management and good assets. He would prefer to wait until the June quarter reporting to enter.
WAIT
WAIT
May 24, 2019
He met management for the first time last week. They are the largest condensate producer in Canada and will continue to build their "super-pads". The stock is cheap. There will be more natural gas takeaway capacity out the province. He believes they will use their excess cash flow to help reduce their 45% decline rates and pay down debt. He is doing homework to decide if he adds it to his list. They could become the consolidator of condensate production in Canada.
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He met management for the first time last week. They are the largest condensate producer in Canada and will continue to build their "super-pads". The stock is cheap. There will be more natural gas takeaway capacity out the province. He believes they will use their excess cash flow to help reduce their 45% decline rates and pay down debt. He is doing homework to decide if he adds it to his list. They could become the consolidator of condensate production in Canada.
DON'T BUY
DON'T BUY
January 25, 2019
VII-T very a well regarded technical team and management. Their knock against them is their lack of inventory. Their decline rate has been very high -- 45%. He would rather purchase purchase someone like NVA-T. (Analysts’ price target is $17.00)
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VII-T very a well regarded technical team and management. Their knock against them is their lack of inventory. Their decline rate has been very high -- 45%. He would rather purchase purchase someone like NVA-T. (Analysts’ price target is $17.00)
WAIT
WAIT
November 16, 2018
They are a condensate producer. Condensate differentials have ballooned out as well, but should shortly go back to historic levels in the next 2 months. They have beaten 2 quarters in a row. However, he sees better opportunities in other names.
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They are a condensate producer. Condensate differentials have ballooned out as well, but should shortly go back to historic levels in the next 2 months. They have beaten 2 quarters in a row. However, he sees better opportunities in other names.
TOP PICK
TOP PICK
November 14, 2018
Are a gas and condensate company. Just had their best quarter. They had fantastic growth. Now they are looking at measured growth and cost controls. She purchased it about 3 months ago and is a big fan for the long term. Yield = 0% (Analysts’ price target is $22.35)
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Are a gas and condensate company. Just had their best quarter. They had fantastic growth. Now they are looking at measured growth and cost controls. She purchased it about 3 months ago and is a big fan for the long term. Yield = 0% (Analysts’ price target is $22.35)
TOP PICK
TOP PICK
August 8, 2018

Support is seen near $14. On the upside he would expect the low $20s. A break below $15 would be worrisome and would be out beginning at $14.50. Yield 0%. (Analysts’ price target is $23.50)

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Support is seen near $14. On the upside he would expect the low $20s. A break below $15 would be worrisome and would be out beginning at $14.50. Yield 0%. (Analysts’ price target is $23.50)

COMMENT
COMMENT
July 20, 2018

Is in the penalty box. Has not reliably hit guidance. Until they show they can hit guidance, lack of confidence will remain. He thinks Q2 will be a slight miss. He thinks they should buy back shares.

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Is in the penalty box. Has not reliably hit guidance. Until they show they can hit guidance, lack of confidence will remain. He thinks Q2 will be a slight miss. He thinks they should buy back shares.

BUY
BUY
July 12, 2018

Natural gas company and natural gas hasn’t been done well in Canada lately. Production growth has not delivered as they projected. He thinks the company is going to stabilize and turn around. (Analysts’ price target is $23.50)

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Natural gas company and natural gas hasn’t been done well in Canada lately. Production growth has not delivered as they projected. He thinks the company is going to stabilize and turn around. (Analysts’ price target is $23.50)

WEAK BUY
WEAK BUY
July 5, 2018

It was a darling. They had some misses. They have wet gas. This is a great way to play the Montney. Longer term if you believe in energy this is a name to look at.

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It was a darling. They had some misses. They have wet gas. This is a great way to play the Montney. Longer term if you believe in energy this is a name to look at.

DON'T BUY
DON'T BUY
May 4, 2018

They missed yet again on their guidance and senior management has been departing the company. They have achieved a lot, but have consistently over-promised and under-delivered.

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They missed yet again on their guidance and senior management has been departing the company. They have achieved a lot, but have consistently over-promised and under-delivered.

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