Nuvista Energy Ltd

NVA-T

Analysis and Opinions about NVA-T

Signal
Opinion
Expert
COMMENT
COMMENT
July 24, 2009
Large gas play. It could be a consolidator in the juniors. It will trade right in line with gas and he sees this commodity in the penalty box until the end of 2010. If you're willing to wait, you'll be okay but that could be at least a year and a half..
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Large gas play. It could be a consolidator in the juniors. It will trade right in line with gas and he sees this commodity in the penalty box until the end of 2010. If you're willing to wait, you'll be okay but that could be at least a year and a half..
BUY
BUY
June 17, 2009
Natural gas exposure. Recently made an acquisition, which should be accretive.
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Natural gas exposure. Recently made an acquisition, which should be accretive.
TOP PICK
TOP PICK
June 1, 2009
A gas name that is safer and a strong balance sheet. Growth is there at a low gas price. If gas prices trough in the summer, she doesn't care. Have demonstrated an ability to do acquisitions. There is a lot of un-booked, not in the stock, unconventional gas resources, which will give them internal growth.
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A gas name that is safer and a strong balance sheet. Growth is there at a low gas price. If gas prices trough in the summer, she doesn't care. Have demonstrated an ability to do acquisitions. There is a lot of un-booked, not in the stock, unconventional gas resources, which will give them internal growth.
BUY
BUY
April 24, 2009
Big believes in natural gas story believes it could be up 50% of more. Sentiment is so negative.
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Big believes in natural gas story believes it could be up 50% of more. Sentiment is so negative.
TOP PICK
TOP PICK
April 15, 2009
Spin off of Bona Vista. Same corporate culture. Slow and steady, build growth for the long term. Very cheap, no debt problems, having success on the gas side.
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Spin off of Bona Vista. Same corporate culture. Slow and steady, build growth for the long term. Very cheap, no debt problems, having success on the gas side.
TOP PICK
TOP PICK
October 30, 2008
Gas focused. Strong balance sheet. History of doing acquisitions at the bottom of the market. Has a huge slot of Montney land but won't bother drilling that until the industry has sorted this play out.
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Nuvista Energy Ltd (NVA-T)
October 30, 2008
Gas focused. Strong balance sheet. History of doing acquisitions at the bottom of the market. Has a huge slot of Montney land but won't bother drilling that until the industry has sorted this play out.
TOP PICK
TOP PICK
September 12, 2008
Typically trades at a premium multiple to their peers but have come off and now trade at or below market multiples. Recently acquired Rider Resources at the bottom of the gas market and have already been able to grow the assets. Ontario Teachers own 20% of the company so they have financing for the future.
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Nuvista Energy Ltd (NVA-T)
September 12, 2008
Typically trades at a premium multiple to their peers but have come off and now trade at or below market multiples. Recently acquired Rider Resources at the bottom of the gas market and have already been able to grow the assets. Ontario Teachers own 20% of the company so they have financing for the future.
BUY
BUY
August 22, 2008
Predominantly gas weighted. Huge land position. Lots of cash. One of the better management teams. Big enough that they can make acquisitions.
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Predominantly gas weighted. Huge land position. Lots of cash. One of the better management teams. Big enough that they can make acquisitions.
COMMENT
COMMENT
July 18, 2008
Great company. Had good growth. Good management team and a good slate of assets. Will continue to do very well.
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Great company. Had good growth. Good management team and a good slate of assets. Will continue to do very well.
TOP PICK
TOP PICK
May 15, 2008
Gas oriented. Less well known. Management has had a fantastic track record over the past 5 years. Acquired Ryder Resources, a brilliantly timed acquisition at very attractive purchase metrics. Well balanced between deep gas and shallow gas and heavy oil prospects.
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Gas oriented. Less well known. Management has had a fantastic track record over the past 5 years. Acquired Ryder Resources, a brilliantly timed acquisition at very attractive purchase metrics. Well balanced between deep gas and shallow gas and heavy oil prospects.
STRONG BUY
STRONG BUY
May 13, 2008
Producing over 25,000 BOE's a day. 75% natural gas. Had a core low risk West4 development asset base and then they bought Rider Resources (RRZ-T) which gave them a fantastic West5 deeper gas asset portfolio to mix in with the West4. Conservatively managed. 1X debt to cash flow. Trading at about 4.5X cash flow multiple.
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Producing over 25,000 BOE's a day. 75% natural gas. Had a core low risk West4 development asset base and then they bought Rider Resources (RRZ-T) which gave them a fantastic West5 deeper gas asset portfolio to mix in with the West4. Conservatively managed. 1X debt to cash flow. Trading at about 4.5X cash flow multiple.
TOP PICK
TOP PICK
April 25, 2008
Quality management team, conservatively run and very, very compelling valuations. Less than 1X debt to cash flow. 4X cash flow multiple, which is fantastic. This is a 26,000 BOE a day company. About 75% gas. Acquired Rider Resources (RRZ-T) and that gave them a wonderful West5 addition to their predominantly West4 assets. Great growth profile.
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Quality management team, conservatively run and very, very compelling valuations. Less than 1X debt to cash flow. 4X cash flow multiple, which is fantastic. This is a 26,000 BOE a day company. About 75% gas. Acquired Rider Resources (RRZ-T) and that gave them a wonderful West5 addition to their predominantly West4 assets. Great growth profile.
HOLD
HOLD
April 14, 2008
Good management. Multiples are in line with their peer group. Looking for a higher price in a year. Great suite of assets and they'll keep growing them.
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Good management. Multiples are in line with their peer group. Looking for a higher price in a year. Great suite of assets and they'll keep growing them.
HOLD
HOLD
February 22, 2008
Acquiring Rider Resources (RRZ-T). Great management and enviable land positions. Intermediate gas weighted stocks have moved up considerably in the last few weeks, 20% and even up to 50% so there is a potential for some pullback.
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Nuvista Energy Ltd (NVA-T)
February 22, 2008
Acquiring Rider Resources (RRZ-T). Great management and enviable land positions. Intermediate gas weighted stocks have moved up considerably in the last few weeks, 20% and even up to 50% so there is a potential for some pullback.
BUY
BUY
January 15, 2008
A very interesting possibility right here. Acquisition of Ryder Resources is a good one. Cash flow numbers are going up.
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Nuvista Energy Ltd (NVA-T)
January 15, 2008
A very interesting possibility right here. Acquisition of Ryder Resources is a good one. Cash flow numbers are going up.
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