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.
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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.
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.
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(Market Call Minute.) They have so much land to work with and trading at very cheap multiples relative to their peers.
COMMENT
COMMENT
March 7, 2008
(Market Call Minute.) Grossly undervalued. Developing the Kiska oil play. Looks very interesting. Concentrating on oil.
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(Market Call Minute.) Grossly undervalued. Developing the Kiska oil play. Looks very interesting. Concentrating on oil.
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.
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Badly missed production numbers recently. Natural gas prices are recovering. Bought out Bow Valley’s western Canadian assets. They have to execute better.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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Everything went wrong at the end of last year for this company. Has grown organically at about 20% a year. A value company.
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.
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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.
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.
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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.
BUY
BUY
June 20, 2007
Have good holdings and good prospects.
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Have good holdings and good prospects.
PAST TOP PICK
PAST TOP PICK
May 31, 2007
(Then 4.85) It's inexpensive. Thinks it will do well in the long run.
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(Then 4.85) It's inexpensive. Thinks it will do well in the long run.
TOP PICK
TOP PICK
May 31, 2007
Just in the last month has re-invented itself with the acquisition of the Canadian valley with Po valley. Very inexpensive, but the company is challenged to show the market. You won't see numbers out until the 4th quarter. (Patience).
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Just in the last month has re-invented itself with the acquisition of the Canadian valley with Po valley. Very inexpensive, but the company is challenged to show the market. You won't see numbers out until the 4th quarter. (Patience).
BUY
BUY
April 23, 2007
Should do well when oil/gas starts to go up.
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Should do well when oil/gas starts to go up.
TOP PICK
TOP PICK
April 13, 2007
(A Top Pick Nov 20/06. Down 30%.) Junior natural gases have been annihilated. Incredibly cheap now. Thinks this is the bottom.
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(A Top Pick Nov 20/06. Down 30%.) Junior natural gases have been annihilated. Incredibly cheap now. Thinks this is the bottom.
BUY
BUY
March 16, 2007
Sold his Encana (ECA-T) holdings and moved some of the money into this, to increase his holdings.
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Sold his Encana (ECA-T) holdings and moved some of the money into this, to increase his holdings.
TOP PICK
TOP PICK
November 20, 2006
His pick in the junior diversified oil/gas companies. Had been a possible trust and investors have now left it. Trading at 3.5 X next year's cash flow, and that is on a low gas price. Incredibly cheap. Looking out to 5 years.
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His pick in the junior diversified oil/gas companies. Had been a possible trust and investors have now left it. Trading at 3.5 X next year's cash flow, and that is on a low gas price. Incredibly cheap. Looking out to 5 years.
HOLD
HOLD
November 15, 2006
Production results were somewhat disappointing. Expected cash flow of $0.27, but came in at $0.18. Will have to get production growing before creating new highs.
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Production results were somewhat disappointing. Expected cash flow of $0.27, but came in at $0.18. Will have to get production growing before creating new highs.
TOP PICK
TOP PICK
August 1, 2006
A mixed company of oil and natural gas. Have done a fantastic job of broadening their base.
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A mixed company of oil and natural gas. Have done a fantastic job of broadening their base.
TOP PICK
TOP PICK
June 9, 2006
Likes companies with a long resource, low-cost with an opportunity based ahead of it in natural gas that he could add to during the summer.
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Likes companies with a long resource, low-cost with an opportunity based ahead of it in natural gas that he could add to during the summer.
PAST TOP PICK
PAST TOP PICK
May 24, 2006
(A Top Pick Nov 24/05. Down 10%.) A natural gas, western Canadian company experiencing the worst operating environment. Costs going up, can't get rigs and natural gas prices collapse. This is a great entry point.
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(A Top Pick Nov 24/05. Down 10%.) A natural gas, western Canadian company experiencing the worst operating environment. Costs going up, can't get rigs and natural gas prices collapse. This is a great entry point.
BUY
BUY
May 5, 2006
Produced 3280 BOE’s a day last year. About 45% liquid and 55% natural gas. Estimate that they will do 4400 BOE’s a day and exiting around 4800.
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Produced 3280 BOE’s a day last year. About 45% liquid and 55% natural gas. Estimate that they will do 4400 BOE’s a day and exiting around 4800.
BUY
BUY
March 18, 2006
They like it. It's cheap, and has the potential to be much higher later in the year.
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They like it. It's cheap, and has the potential to be much higher later in the year.
BUY
BUY
November 30, 2005
About 60% natural gas. Good production growth of about 50% a year over the last year. Rumour has it that it has put itself up for sale.
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About 60% natural gas. Good production growth of about 50% a year over the last year. Rumour has it that it has put itself up for sale.
TOP PICK
TOP PICK
November 24, 2005
(A Top PIck Sept 13/05. Up 1%.) All sorts of things have happened to this company in the last 6 months. Has all kinds of internal growth. One of the best organic growth stories in Calgary this year.
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(A Top PIck Sept 13/05. Up 1%.) All sorts of things have happened to this company in the last 6 months. Has all kinds of internal growth. One of the best organic growth stories in Calgary this year.
STRONG BUY
STRONG BUY
October 7, 2005
Anything under $6 would be pretty good value. Missed its numbers in the 2nd quarter probably because of the wet weather in Alberta. Should be back on track by the end of the year. Probably a late 2005, early 2006 story.
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Anything under $6 would be pretty good value. Missed its numbers in the 2nd quarter probably because of the wet weather in Alberta. Should be back on track by the end of the year. Probably a late 2005, early 2006 story.
BUY WEAKNESS
BUY WEAKNESS
September 26, 2005
Expecting a 20% upside. Will be bringing on quite a bit more volume in Nov/Dec. Below $5 it's a very strong buy.
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Gentry Resources Ltd (GNY-T)
September 26, 2005
Expecting a 20% upside. Will be bringing on quite a bit more volume in Nov/Dec. Below $5 it's a very strong buy.
TOP PICK
TOP PICK
September 13, 2005
Although it has had a big run, he is very comfortable with where they are. Last quarter was sort of soft with the weather they had had in Calgary. Expects that in he winter, away they'll go again.
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Gentry Resources Ltd (GNY-T)
September 13, 2005
Although it has had a big run, he is very comfortable with where they are. Last quarter was sort of soft with the weather they had had in Calgary. Expects that in he winter, away they'll go again.
TOP PICK
TOP PICK
August 10, 2005
Recommended it in the past at a much lower price, but still likes it. They have done a great job of growing the company.
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Recommended it in the past at a much lower price, but still likes it. They have done a great job of growing the company.
BUY
BUY
August 2, 2005
Stock has done quite well. He likes this company. Has brought on some acquisitions and has had good success with the drill bit.
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Stock has done quite well. He likes this company. Has brought on some acquisitions and has had good success with the drill bit.
TOP PICK
TOP PICK
July 8, 2005
Year end asset value came in close to $4. They are on an incredible run.
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Year end asset value came in close to $4. They are on an incredible run.
BUY
BUY
June 30, 2005
Management is executing on the plan of building a lot of good reserves. Would be looking to sell between $6 and $8.
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Management is executing on the plan of building a lot of good reserves. Would be looking to sell between $6 and $8.
BUY
BUY
May 6, 2005
They were 2,160 BOE's a day last year and he has them doing 3,710 this year, exiting around 4,400/4,500. A good story. Sees them doing $0.68 in cash flow this year and will have cash flow of about $24 million and will spend about $50 million.
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They were 2,160 BOE's a day last year and he has them doing 3,710 this year, exiting around 4,400/4,500. A good story. Sees them doing $0.68 in cash flow this year and will have cash flow of about $24 million and will spend about $50 million.
PAST TOP PICK
PAST TOP PICK
March 21, 2005
(A Top Pick Jan 7/05. Up 55%.) Was a special story in that they were well undervalued in the resources. Less enthusiastic about it now.
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(A Top Pick Jan 7/05. Up 55%.) Was a special story in that they were well undervalued in the resources. Less enthusiastic about it now.
HOLD
HOLD
February 14, 2005
Likes the story. The Princess Alderton is their main core area. Have made some acquisitions so they can now resolve the facilities issues. Wants to meet with management so he can update his models.
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Likes the story. The Princess Alderton is their main core area. Have made some acquisitions so they can now resolve the facilities issues. Wants to meet with management so he can update his models.
HOLD
HOLD
January 11, 2005
Has done fabulously well for investors, but based on the production they have for them for 2004 and heading into '05, not a lot more near term growth.
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Has done fabulously well for investors, but based on the production they have for them for 2004 and heading into '05, not a lot more near term growth.
TOP PICK
TOP PICK
January 7, 2005
At a slight premium to its net asset value, but they are having a great run. Thinks it can still grow. Possible trust which would give it a value north of $4.
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At a slight premium to its net asset value, but they are having a great run. Thinks it can still grow. Possible trust which would give it a value north of $4.
BUY
BUY
December 17, 2004
Feels that a lot of senior oils are in trouble by having a lot of difficulty in replenishing their reserves. Juniors are able to grow their companies a lot more effectively with growth in production and commodity prices. In the juniors, likes True Energy, Gentry and Endev.
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Feels that a lot of senior oils are in trouble by having a lot of difficulty in replenishing their reserves. Juniors are able to grow their companies a lot more effectively with growth in production and commodity prices. In the juniors, likes True Energy, Gentry and Endev.