Gentry Resources Ltd

GNY-T

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

Analysis and Opinions about GNY-T

Signal
Opinion
Expert
COMMENT
COMMENT
August 20, 2008
Being acquired by Crew Energy (CR-T). Fantastic asset. The problem is that Crew is priced for perfection and there are other companies he likes better so he sold it.
Being acquired by Crew Energy (CR-T). Fantastic asset. The problem is that Crew is priced for perfection and there are other companies he likes better so he sold it.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$3.020
Owned
No
STRONG BUY
STRONG BUY
April 14, 2008
(Market Call Minute.) They have so much land to work with and trading at very cheap multiples relative to their peers.
(Market Call Minute.) They have so much land to work with and trading at very cheap multiples relative to their peers.
Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$2.900
Owned
Unknown
COMMENT
COMMENT
March 7, 2008
(Market Call Minute.) Grossly undervalued. Developing the Kiska oil play. Looks very interesting. Concentrating on oil.
(Market Call Minute.) Grossly undervalued. Developing the Kiska oil play. Looks very interesting. Concentrating on oil.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$2.980
Owned
Unknown
DON'T BUY
DON'T BUY
March 7, 2008
Badly missed production numbers recently. Natural gas prices are recovering. Bought out Bow Valley’s western Canadian assets. They have to execute better.
Badly missed production numbers recently. Natural gas prices are recovering. Bought out Bow Valley’s western Canadian assets. They have to execute better.
Josef Schachter
President, Schachter Asset Management
Price
$2.980
Owned
No
DON'T BUY
DON'T BUY
January 24, 2008
Natural gas. This one has been troublesome. Missed their numbers even after the acquisition of the Bow Valley’s (BVX-T) assets. Change that the Alberta government has put through is a negative.
Natural gas. This one has been troublesome. Missed their numbers even after the acquisition of the Bow Valley’s (BVX-T) assets. Change that the Alberta government has put through is a negative.
Josef Schachter
President, Schachter Asset Management
Price
$2.020
Owned
No
HOLD
HOLD
January 17, 2008
Western sedimentary basin got way out of whack. They have a phenomenal land base. The Alberta tax issue did not affect them at all. Have a fantastic team. This year they will go from 40% oil to 60%. Cheap valuation. Well-run business and conservatively managed.
Western sedimentary basin got way out of whack. They have a phenomenal land base. The Alberta tax issue did not affect them at all. Have a fantastic team. This year they will go from 40% oil to 60%. Cheap valuation. Well-run business and conservatively managed.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$2.250
Owned
Yes
BUY
BUY
December 5, 2007
Very solid asset base in SE Alberta. They have almost 300,000 net acres of undeveloped land. Valuation is probably about 2X cash flow. Can't foresee any debt problems. Could be a takeover target.
Very solid asset base in SE Alberta. They have almost 300,000 net acres of undeveloped land. Valuation is probably about 2X cash flow. Can't foresee any debt problems. Could be a takeover target.
Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$2.260
Owned
Unknown
TOP PICK
TOP PICK
November 5, 2007
Have a fantastic management team. This is the cheapest company he could find excluding the gas assets. Consistently growth of business. Little effected by the royalty issues.
Have a fantastic management team. This is the cheapest company he could find excluding the gas assets. Consistently growth of business. Little effected by the royalty issues.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$2.540
Owned
Yes
HOLD
HOLD
October 22, 2007
It is leveraged and needs high gas prices. His approach is to take a 18 month horizon. If we have a cold winter the win will come faster. Gentry has an acquisition that they paid a lot of money for and needs higher commodity prices to grow. Does not see it as the most attractive of the gas stories.
It is leveraged and needs high gas prices. His approach is to take a 18 month horizon. If we have a cold winter the win will come faster. Gentry has an acquisition that they paid a lot of money for and needs higher commodity prices to grow. Does not see it as the most attractive of the gas stories.
Josef Schachter
President, Schachter Asset Management
Price
$2.780
Owned
Unknown
BUY
BUY
August 24, 2007
Did something unique by drilling after the spring break-up when normally companies don't drill. Have had some good success. Drilled 10 wells in the Princess area of Alberta and each one tested over 500 barrels a day. She is now optimistic on this company. Cheap.
Did something unique by drilling after the spring break-up when normally companies don't drill. Have had some good success. Drilled 10 wells in the Princess area of Alberta and each one tested over 500 barrels a day. She is now optimistic on this company. Cheap.
Joanne A. Hruska, CFA
Market Strategist, Integral Wealth Securities
Price
$2.440
Owned
No
BUY
BUY
August 7, 2007
Everything went wrong at the end of last year for this company. Has grown organically at about 20% a year. A value company.
Everything went wrong at the end of last year for this company. Has grown organically at about 20% a year. A value company.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$3.160
Owned
Yes
WAIT
WAIT
July 20, 2007
Has a heavy gas weighting saw the stock has been hit hard. Recently bought Bow Valley’s (BVX-T) Canadian domestic assets to give them low risk stuff in Alberta. It needs a nice recovery in natural gas.
Has a heavy gas weighting saw the stock has been hit hard. Recently bought Bow Valley’s (BVX-T) Canadian domestic assets to give them low risk stuff in Alberta. It needs a nice recovery in natural gas.
Josef Schachter
President, Schachter Asset Management
Price
$3.500
Owned
Unknown
BUY
BUY
June 25, 2007
A core holding. Have lots of work to do. They reinvented the company in the last month. This won't go anywhere until the 4th and Q1 quarters. Very cheap.
A core holding. Have lots of work to do. They reinvented the company in the last month. This won't go anywhere until the 4th and Q1 quarters. Very cheap.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$3.790
Owned
Yes
BUY
BUY
June 20, 2007
Have good holdings and good prospects.
Have good holdings and good prospects.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$3.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 31, 2007
(Then 4.85) It's inexpensive. Thinks it will do well in the long run.
(Then 4.85) It's inexpensive. Thinks it will do well in the long run.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$3.900
Owned
Unknown
Showing 1 to 15 of 66 entries