Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 24, 2010
Economics of implementing their technology seem to be quite good. Would not buy it until you see more revenue.
Economics of implementing their technology seem to be quite good. Would not buy it until you see more revenue.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$0.880
Owned
Yes
BUY
BUY
August 24, 2010
Was negative for some time and then started buying it a month or so ago. The outlook on the company is very, very good. No exploration – it is pure development.
Was negative for some time and then started buying it a month or so ago. The outlook on the company is very, very good. No exploration – it is pure development.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.840
Owned
Yes
DON'T BUY
DON'T BUY
August 24, 2010
Limited capital appreciation. Yield is in question. Likely they have to cut (25%) the distribution when they convert to a corp. CPG has a slightly higher yield.
Limited capital appreciation. Yield is in question. Likely they have to cut (25%) the distribution when they convert to a corp. CPG has a slightly higher yield.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$24.910
Owned
Unknown
WAIT
WAIT
August 24, 2010
Performance bad because they spend a lot of money on land and because oil price is down. It was a wet spring and summer and so they could not ramp up their drilling program. Is holding on before buying more – wait for more data to be available.
Performance bad because they spend a lot of money on land and because oil price is down. It was a wet spring and summer and so they could not ramp up their drilling program. Is holding on before buying more – wait for more data to be available.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$19.840
Owned
Yes
BUY
BUY
August 24, 2010
A brutal story. He was buying it today. He is using it as a way to play an unbelievably beaten up story. It’s cheap on a reserve basis and on a cash flow basis. CEO changed. Limited downside.
Guide Exploration (GO-T)
August 24, 2010
A brutal story. He was buying it today. He is using it as a way to play an unbelievably beaten up story. It’s cheap on a reserve basis and on a cash flow basis. CEO changed. Limited downside.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.310
Owned
Yes
DON'T BUY
DON'T BUY
August 24, 2010
Their debt is very, very high. It will be difficult for them to grow because of cash flow paying the interest.
Their debt is very, very high. It will be difficult for them to grow because of cash flow paying the interest.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.230
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
August 24, 2010
Poor performer mostly because of gas prices. Balance sheet is not an issue. Good upside if held longer than a year.
Questerre Energy (QEC-T)
August 24, 2010
Poor performer mostly because of gas prices. Balance sheet is not an issue. Good upside if held longer than a year.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$2.600
Owned
Yes