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Stock Opinions by Eric Nuttall

COMMENT
OPEC exhaustion, increased consumer demand, falling inventories and under-investment from energy companies leading to robust energy fundamentals. Seeing high energy prices, lean cost structures and commitment from companies to return capital back to shareholders. Expecting company share prices to appreciate back to historical levels.
Unknown
COMMENT
Sector trading at extremely low free cash flow multiples. Believes party is just getting started for energy investors. Expecting a lot more share appreciation going forward.
Unknown
TOP PICK
Direct play on all time high heavy oil prices. Company committed to returning capital back to shareholders (recently bought 3.5 million shares back). Have pledged to return 100% free cash flow yield back to shareholders once debt paid back. Long reserve life with high cash flow yields, will lead to massive share price appreciation (85% upside).
oil / gas
TOP PICK
Management team committed to returning capital back to shareholders. Package of conventional assets on the market which should fetch high price. 35% free cash flow yield, trading a 1.8x cash flow with long reserve life in the USA. Company should be debt free this time next year. Expecting company shares to appreciate significantly very soon.
oil / gas
TOP PICK
Company has high exposure to Clearwater oil play, with very fast well payouts (return on investment). Trading at 2.4x cash flow with a 27% free cash flow yield. Committed to returning 50% of cash flow back to shareholders (expecting 75% soon). Thinks that a 5x multiple appreciation on share price is reasonable (100% upside).
oil / gas
PAST TOP PICK
(A Top Pick May 28/21, Up 108%) Still owns shares in the company. Net zero producer that is producing ethical oil and gas. Longer than average reserve life. 11% free cash flow yield equates to 5x multiple and $21 share price target. Management returning capital to shareholders. Expecting company to be debt free this time next year.
Oil and Gas (Integrated Oils)
PAST TOP PICK
(A Top Pick May 28/21, Up 287%) Drilling oil wells that payback in weeks (1.5 years is average). Largest shareholder of the company. Would have made to top pick, but already have picked company last time. Company aggressively paying down debt. Trading at 2x cash flow and 35% free cash flow yield. Expecting company to start returning capital very soon. Expecting a $14 share price (96% upside).
oil / gas
PAST TOP PICK
(A Top Pick May 28/21, Up 207%) 23% free cash flow yield and 3.6x trading multiple. Has committed to return 100% of free cash flow yield back to shareholders, once debt paid back. Expecting 6x multiple on the company which would be a $52 share price. Management team is committed to delivering capital back to shareholders (set bar in terms of capital returns to shareholders).
oil / gas
BUY on WEAKNESS
Company benefiting from strong European energy prices. Not confident in inventory depth in relation to other energy companies. Will focus on other names that offer more opportunity (even though shares are cheap).
oil / gas
BUY
Has been buying shares in company for the past few weeks. Expecting plan for return of capital to shareholders soon. Company at point where inventory depth is adequate. Currently trading at 1.9x cash flow and has 29% free cash flow yield. Expecting company to be debt free next year. Will start seeing share buybacks and dividend increase. Share price should be around $22 (91% upside). 4th largest shareholder at the moment.
oil / gas
BUY
Company trading a very low valuation. Long reserve life with 24% free cash flow yield. Expectation is for aggressive share buybacks. Will see a 5x multiple and a $35 stock price (85% upside).
oil / gas
BUY
Very well run company. Does not have energy services exposure. Reservation is that more opportunity exists in energy producers. Energy companies not spending as much on energy growth and drilling.
oil / gas
BUY
New company that was a re-cap of Petro Shale. Largest shareholder of the company. Waiting for company to find A&D opportunity. 33% free cash flow yield and 1.3x cash flow trading multiple. Very big supporter of company. Long term investment that is expecting to appreciate.
oil / gas
HOLD
One of the few small cap energy stocks that doesn't own (hard to buy meaningful positions). Inexpensive stock that is trading at 1.8x cash flow and 35% free cash flow yield. Expecting company to be debt free this time next year. Hold shares if already own them.
oil / gas
BUY
Very well managed company, but valuation is higher than other opportunities. Currently expecting a 7x multiple on the stock price (65% upside). Thinks there are more opportunities with higher appreciation opportunities.
oil / gas
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