Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 17, 2018

There is a concern that they have too much debt. However, they have been reducing it and are now down to 275 million debt, which is about 2x cash flow. They could be debt free in the next 3-to-4 months because they are going to be monetizing some of their infrastructure assets. This offers the highest leverage to a change in oil price. This is where money will flow when there is a change in sentiment. They have 55% exposure to light oil, a long reserve life, with a clean balance sheet. (Analysts’ price target is 1.70$)

There is a concern that they have too much debt. However, they have been reducing it and are now down to 275 million debt, which is about 2x cash flow. They could be debt free in the next 3-to-4 months because they are going to be monetizing some of their infrastructure assets. This offers the highest leverage to a change in oil price. This is where money will flow when there is a change in sentiment. They have 55% exposure to light oil, a long reserve life, with a clean balance sheet. (Analysts’ price target is 1.70$)

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.430
Owned
Yes
TOP PICK
TOP PICK
April 17, 2018

This is a newly public U.S. based pressure pumper. They haven’t even done an investor conference yet. No one has heard of it. It trades at 2.2x EBITDA, 35% free cash flow yield, which they are applying to rapidly pay down debt. (Analysts’ price target is 28.44$)

This is a newly public U.S. based pressure pumper. They haven’t even done an investor conference yet. No one has heard of it. It trades at 2.2x EBITDA, 35% free cash flow yield, which they are applying to rapidly pay down debt. (Analysts’ price target is 28.44$)

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$18.750
Owned
Yes
TOP PICK
TOP PICK
April 17, 2018

U.S. Energy stock. Gives exposure to the Permian and the Bakken. Trades at a slight discount to peer average, with a management team that he knows and likes. They are paying down debt, with a prospect to be a takeout over the next year. (Analysts’ price target is 19.96$)

WPX Energy Inc. (WPX-N)
April 17, 2018

U.S. Energy stock. Gives exposure to the Permian and the Bakken. Trades at a slight discount to peer average, with a management team that he knows and likes. They are paying down debt, with a prospect to be a takeout over the next year. (Analysts’ price target is 19.96$)

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$15.830
Owned
Yes