Seven Generations Energy Ltd

VII-T

Analysis and Opinions about VII-T

Signal
Opinion
Expert
Chart
COMMENT
COMMENT
February 10, 2017

(Market Call Minute.) He loves this. It has been hurt. A high liquids volume company. A one asset play.

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(Market Call Minute.) He loves this. It has been hurt. A high liquids volume company. A one asset play.

Craig Porter
Price
$25.720
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 7, 2017

(A Top Pick Nov 11/16. Up 3.27%.) (BNN showed June 27/16! – Bill.) Still likes this. They had a tough 4th quarter production wise. Sitting on one of the best resource plays in North America.

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(A Top Pick Nov 11/16. Up 3.27%.) (BNN showed June 27/16! – Bill.) Still likes this. They had a tough 4th quarter production wise. Sitting on one of the best resource plays in North America.

Gerard Ferguson
Price
$31.340
Owned
Yes
DON'T BUY
DON'T BUY
January 23, 2017

They went up to 90,000 BOEs per day very quickly and they are now forecasting faster growth. They would still get hit on the cash flow without external capital.

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They went up to 90,000 BOEs per day very quickly and they are now forecasting faster growth. They would still get hit on the cash flow without external capital.

BUY
BUY
January 12, 2017

(Market Call Minute.) Now is a great time to pick up this high-quality asset, one of the best growth profiles in the space, and one of the best valuations for that level of growth.

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(Market Call Minute.) Now is a great time to pick up this high-quality asset, one of the best growth profiles in the space, and one of the best valuations for that level of growth.

James Telfser
Price
$31.340
Owned
Unknown
WATCH
WATCH
January 5, 2017

The mode price is $28.34, a 9% downside. If it pulled back to $23.75 it would be cheap. He buys on dips.

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The mode price is $28.34, a 9% downside. If it pulled back to $23.75 it would be cheap. He buys on dips.

Brian Acker, CA
Price
$31.340
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 4, 2017

(A Top Pick Nov 21/16. Down 0.99%.) Natural gas. They have tapped into a very liquids rich play, where they are getting a lot of other fuels and condensates along with natural gas.

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(A Top Pick Nov 21/16. Down 0.99%.) Natural gas. They have tapped into a very liquids rich play, where they are getting a lot of other fuels and condensates along with natural gas.

Craig Porter
Price
$31.340
Owned
Yes
COMMENT
COMMENT
December 5, 2016

Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be Tourmaline, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.

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Tourmaline (TOU-T), Seven Generations (VII-T), or Whitecap (WCP-T) for price appreciation? All 3 of these companies are really well run energy companies. They have all done well operationally and stock-wise over the last year. His 1st pick would probably be Tourmaline, which has the best combination of quality management and growing its earnings and cash flow, with a relatively reasonable valuation.

Alex Ruus
Price
$30.740
Owned
No
TOP PICK
TOP PICK
November 21, 2016

This is in the Montney and they are drilling liquids rich gas. They know how to keep the costs down. Almost 200,000 barrels a day. This is a management team that has built companies before and are doing it again. One of the lowest cost plays in the Montney. Although they are producing natural gas, there are a lot of liquids that come along with it. (Analysts’ price target of $38.16.)

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This is in the Montney and they are drilling liquids rich gas. They know how to keep the costs down. Almost 200,000 barrels a day. This is a management team that has built companies before and are doing it again. One of the lowest cost plays in the Montney. Although they are producing natural gas, there are a lot of liquids that come along with it. (Analysts’ price target of $38.16.)

Craig Porter
Price
$31.300
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 10, 2016

(Top Pick Aug 9/16, Down 1.57%) He likes Nat Gas. They have economic projects. He is going to continue to hold it. It is subject to the ups and down of the market.

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(Top Pick Aug 9/16, Down 1.57%) He likes Nat Gas. They have economic projects. He is going to continue to hold it. It is subject to the ups and down of the market.

Gerard Ferguson
Price
$29.560
Owned
Yes
TOP PICK
TOP PICK
November 10, 2016

They spend heavily and are in an area where you have to. It is operated US style where you have to spend heavily and quickly. He expects good quarters out of them. It is a plumbing play where they spend money and get production out of the ground.

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They spend heavily and are in an area where you have to. It is operated US style where you have to spend heavily and quickly. He expects good quarters out of them. It is a plumbing play where they spend money and get production out of the ground.

Gerard Ferguson
Price
$29.560
Owned
Yes
TOP PICK
TOP PICK
September 16, 2016

Still sees more upside in this story. It is a cheaper way to play gas, because at $50 oil essentially their gas “break even” is zero. For them, gas really is a by-product. As well, their gas is piped to Chicago, which makes her a little more comfortable than the gas that is in Western Canada. They bought Paramount’s assets. The company has an excellent track record of execution and there is more upside in terms of more upside in the drilling they are going to have on the Paramount lands. It gives them a lot of running room for future growth. A well priced story.

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Still sees more upside in this story. It is a cheaper way to play gas, because at $50 oil essentially their gas “break even” is zero. For them, gas really is a by-product. As well, their gas is piped to Chicago, which makes her a little more comfortable than the gas that is in Western Canada. They bought Paramount’s assets. The company has an excellent track record of execution and there is more upside in terms of more upside in the drilling they are going to have on the Paramount lands. It gives them a lot of running room for future growth. A well priced story.

Swanzy Quarshie
Price
$30.620
Owned
Yes
TOP PICK
TOP PICK
September 13, 2016

He has been pretty cautious on energy since 2014. He likes to find companies that are able to get through a really tough market intact in a strong position, and able to take advantage of it. This is a very low cost finder and lifter of gas. They bought the assets of Paramount and have had great success in taking those properties and adding significant low cost production. Thinks that the near term outlook for natural gas is attractive.

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He has been pretty cautious on energy since 2014. He likes to find companies that are able to get through a really tough market intact in a strong position, and able to take advantage of it. This is a very low cost finder and lifter of gas. They bought the assets of Paramount and have had great success in taking those properties and adding significant low cost production. Thinks that the near term outlook for natural gas is attractive.

David Burrows
Price
$30.850
Owned
Yes
TOP PICK
TOP PICK
August 9, 2016

This came from nowhere 5 years ago, to now producing 125,000 barrels of oil equivalent. They’ve done a great job. It is being driven by the fact that they have one of the best resource plays in North America, in the Montney in Western Canada. They have 10 years plus of inventory that they have just added to. Have also done a great job of reducing costs.

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This came from nowhere 5 years ago, to now producing 125,000 barrels of oil equivalent. They’ve done a great job. It is being driven by the fact that they have one of the best resource plays in North America, in the Montney in Western Canada. They have 10 years plus of inventory that they have just added to. Have also done a great job of reducing costs.

Gerard Ferguson
Price
$29.900
Owned
Yes
TOP PICK
TOP PICK
May 31, 2016

A liquids rich gas name in the Montney. About 50-50 now between liquids and gas. These guys know how to do it. They are already at 85,000 barrels of oil equivalent production. They will grow at 105,000 barrels, and can easily see it growing to probably 200,000 in the next couple of years.

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A liquids rich gas name in the Montney. About 50-50 now between liquids and gas. These guys know how to do it. They are already at 85,000 barrels of oil equivalent production. They will grow at 105,000 barrels, and can easily see it growing to probably 200,000 in the next couple of years.

Dennis da Silva
Price
$26.400
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
April 7, 2016

(Market Call Minute) It is an oil story. It has been an outperformer.

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(Market Call Minute) It is an oil story. It has been an outperformer.

Eric Nuttall
Price
$20.190
Owned
Yes
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