Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 21, 2009
(A Top Pick July 25/08. Down 59.92%.) Have become very careful with their debt load. Production is right where he wants them to be. Cash flow has improved because of hedging. Increased production in Q2 versus Q1. Acquiring Fairmount Energy (FMT-TX). By below $1.
(A Top Pick July 25/08. Down 59.92%.) Have become very careful with their debt load. Production is right where he wants them to be. Cash flow has improved because of hedging. Increased production in Q2 versus Q1. Acquiring Fairmount Energy (FMT-TX). By below $1.
Josef Schachter
President, Schachter Asset Management
Price
$1.050
Owned
Yes
TOP PICK
TOP PICK
August 21, 2009
Has a core area in the Peace River arch of about 1 million acres. Mostly natural gas but a good oil weighting. Balance sheet is in good shape. Think they will do over $1 in cash flow this year. BV is $8.45. Think they will be increasing production by the 4th quarter. (Doesn't own but has other relations with the firm.)
Guide Exploration (GO-T)
August 21, 2009
Has a core area in the Peace River arch of about 1 million acres. Mostly natural gas but a good oil weighting. Balance sheet is in good shape. Think they will do over $1 in cash flow this year. BV is $8.45. Think they will be increasing production by the 4th quarter. (Doesn't own but has other relations with the firm.)
Josef Schachter
President, Schachter Asset Management
Price
$4.350
Owned
Yes
TOP PICK
TOP PICK
August 21, 2009
Colombian basin. Had some problems recently with a tax on the pipeline system. Costayaco play has continued to work out for them. Should do about $.80 in cash flow. As upside in other areas of Colombia and will be doing some high impact exploration drilling. Also have upside in Peru. Pristine balance sheet.
Colombian basin. Had some problems recently with a tax on the pipeline system. Costayaco play has continued to work out for them. Should do about $.80 in cash flow. As upside in other areas of Colombia and will be doing some high impact exploration drilling. Also have upside in Peru. Pristine balance sheet.
Josef Schachter
President, Schachter Asset Management
Price
$4.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2009
(A Top Pick July 25/08. Down 79.53%.) Massive natural gas discovery in Trinidad. Management concerns and is expecting changes/go forward strategies on Sept 9 so wait for guidance. (Doesn't own but has other relations with the firm.)
(A Top Pick July 25/08. Down 79.53%.) Massive natural gas discovery in Trinidad. Management concerns and is expecting changes/go forward strategies on Sept 9 so wait for guidance. (Doesn't own but has other relations with the firm.)
Josef Schachter
President, Schachter Asset Management
Price
$0.730
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 21, 2009
(A Top Pick July 25/08. Down 8.73%.) The D6 play in offshore India is on. Ramping up of the volumes will occur between now and the end of the year. Have a fixed contract for gas at $4.20. Look for an entry point anywhere below $70. (Doesn't own but has other relations with the firm.)
Niko Resources (NKO-T)
August 21, 2009
(A Top Pick July 25/08. Down 8.73%.) The D6 play in offshore India is on. Ramping up of the volumes will occur between now and the end of the year. Have a fixed contract for gas at $4.20. Look for an entry point anywhere below $70. (Doesn't own but has other relations with the firm.)
Josef Schachter
President, Schachter Asset Management
Price
$72.910
Owned
Yes
COMMENT
COMMENT
August 21, 2009
In Kurdistan with Niko Resources (NKO-T) as their main partner. Niko is talking about drilling in either Q1 or Q2 of 2010. Prefers to play this through Niko or WesternZagros (WZR-X).
Arht Media (ART-X)
August 21, 2009
In Kurdistan with Niko Resources (NKO-T) as their main partner. Niko is talking about drilling in either Q1 or Q2 of 2010. Prefers to play this through Niko or WesternZagros (WZR-X).
Josef Schachter
President, Schachter Asset Management
Price
$0.475
Owned
No
BUY WEAKNESS
BUY WEAKNESS
August 21, 2009
Acquired Gentry Resources last year, which gave them more oil bases in the Princess area. Using some of the new horizontal techniques. Recently did a financing to pay down debt along with their cash flows. Should be a survivor. Could potentially drop below $5.
Crew Energy Inc. (CR-T)
August 21, 2009
Acquired Gentry Resources last year, which gave them more oil bases in the Princess area. Using some of the new horizontal techniques. Recently did a financing to pay down debt along with their cash flows. Should be a survivor. Could potentially drop below $5.
Josef Schachter
President, Schachter Asset Management
Price
$5.740
Owned
Unknown