Peter Linder
Member since: May '03
Advisor at
DeltaOne Energy Fund
DeltaOne Energy Fund
73 Opinions
Latest Top Picks
Very inexpensive. Well-managed. Good project just outside of Edmonton. They have a major gas play and, if successful will give a lot more upside.
Has had a small correction, which gives a great buying opportunity. Going to start to drill aggressively in 6 to 8 weeks. Will drill up to 15 wells though the end of December. Estimates that 12/13 of these will be successful.
Should double their production by the end of this year versus last year. Have 10 wells to drill. Vary cheap on an asset basis. Besides their drilling in western Canada, they are also drilling some successful deep wells in Texas.
Primarily a winter drilling company and cold weather is on its way. Drilling about a dozen expensive wells in Northern B.C. Have a good asset base in Central Alberta. Possible take-over candidate.
90% weighted natural gas. Excellent management team. Looking at close to $.50 cash flow per share next year. Production is growing by 20/25% each quarter.
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BUY
BUY
August 19, 2004
Is doing poorly because investors have bailed out of all the juniors. Have also had some production hiccups. Still likes.
Is doing poorly because investors have bailed out of all the juniors. Have also had some production hiccups. Still likes.
oil/gas
SELL
SELL
Turning into a trust. Doesn't see much more upside.
Peter Linder
Advisor, DeltaOne Energy Fund
TOP PICK
TOP PICK
August 19, 2004
Has been the #1 performer on the TSX. Have a proven track record. Have access to a half 1,000,000 acres. 100 Beryl's per-share is #1 in the country.
Has been the #1 performer on the TSX. Have a proven track record. Have access to a half 1,000,000 acres. 100 Beryl's per-share is #1 in the country.
Peter Linder
Advisor, DeltaOne Energy Fund
BUY
BUY
August 19, 2004
Have a phenomenal track record of drilling in Tunisia and Algeria. Have had a major discovery. Well-managed and lots of upside. Speculative.
Have a phenomenal track record of drilling in Tunisia and Algeria. Have had a major discovery. Well-managed and lots of upside. Speculative.
oil/gas
BUY
BUY
August 19, 2004
Was a top pick about a year ago. Did all right initially but the share price dropped. A very good story when the juniors are totally out of favor. Have a very active summer program. Very cheap. Will probably be acquired/trust by the end of the year.
Was a top pick about a year ago. Did all right initially but the share price dropped. A very good story when the juniors are totally out of favor. Have a very active summer program. Very cheap. Will probably be acquired/trust by the end of the year.
oil/gas
SELL
SELL
A very expensive stock. 100% heavy oil.
oil/gas
STRONG BUY
STRONG BUY
August 19, 2004
Going to be one of the best junior trusts. Good management.
Going to be one of the best junior trusts. Good management.
oil/gas
DON'T BUY
DON'T BUY
August 19, 2004
Has done fairly well. Doesn't understand why they haven't done better with the high commodity prices. Almost half their oil production is hedged at under $30 a barrel for the balance of this year. Would do better with a junior producer.
Has done fairly well. Doesn't understand why they haven't done better with the high commodity prices. Almost half their oil production is hedged at under $30 a barrel for the balance of this year. Would do better with a junior producer.
oil/gas
WEAK BUY
WEAK BUY
August 19, 2004
Has done very well. The problem is, it's drilling high impact wells and a couple of dry holes in a row, they could implode very quickly. A good trader.
Has done very well. The problem is, it's drilling high impact wells and a couple of dry holes in a row, they could implode very quickly. A good trader.
oil/gas
BUY
BUY
August 19, 2004
The only international Junior that his fund owns. Drilling a very high impact well in the western part of Australia. If they hit, it will be a $20 stock. Risky, but lots of upside.
The only international Junior that his fund owns. Drilling a very high impact well in the western part of Australia. If they hit, it will be a $20 stock. Risky, but lots of upside.
oil/gas
SELL
SELL
August 19, 2004
A well-run company. High success rate. Fairly inexpensive. Upside from here will be minimal so would take some profit.
A well-run company. High success rate. Fairly inexpensive. Upside from here will be minimal so would take some profit.
oil/gas
TOP PICK
TOP PICK
August 19, 2004
Very inexpensive. Well-managed. Good project just outside of Edmonton. They have a major gas play and, if successful will give a lot more upside.
Very inexpensive. Well-managed. Good project just outside of Edmonton. They have a major gas play and, if successful will give a lot more upside.
oil/gas
SELL
SELL
August 19, 2004
Doesn't like. Where there's smoke, there's fire. Very shallow gas wells.
Doesn't like. Where there's smoke, there's fire. Very shallow gas wells.
oil/gas
WEAK BUY
WEAK BUY
August 19, 2004
A very good story. Producing about 10,000 BTUs. Very successful driller. Very expensive.
A very good story. Producing about 10,000 BTUs. Very successful driller. Very expensive.
oil/gas
BUY
BUY
August 19, 2004
Excellent company. Had phenomenal success in the Pembina area. Well-managed with lots of projects.
Excellent company. Had phenomenal success in the Pembina area. Well-managed with lots of projects.
Peter Linder
Advisor, DeltaOne Energy Fund
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