Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 7, 2018

He is meeting with management on Monday. They are involved with a Montney project with Blackbird Energy and it really upsizes the assets of the company. The stock has been quite stable, with dividend growth potential. Yield 2.8%.

He is meeting with management on Monday. They are involved with a Montney project with Blackbird Energy and it really upsizes the assets of the company. The stock has been quite stable, with dividend growth potential. Yield 2.8%.

Josef Schachter
President, Schachter Asset Management
Price
$1.460
Owned
No
TOP PICK
TOP PICK
September 7, 2018

The company is sitting on $25 million in cash and has no debt. The company will hit 8000 boed before year end with upside in Egypt and Morocco, he thinks, and up to 20,000 boed within five years. He has a $2.00 per share target in the next 12 months and owns it personally. Yield 0%. (Analysts’ price target is $1.32)

SDX Energy Inc (SDX-X)
September 7, 2018

The company is sitting on $25 million in cash and has no debt. The company will hit 8000 boed before year end with upside in Egypt and Morocco, he thinks, and up to 20,000 boed within five years. He has a $2.00 per share target in the next 12 months and owns it personally. Yield 0%. (Analysts’ price target is $1.32)

Josef Schachter
President, Schachter Asset Management
Price
$0.990
Owned
Yes
TOP PICK
TOP PICK
September 7, 2018

They are 9,200 boed and 71% natural gas. They are working at reducing debt and building a position in the Cardium area. He has a $2.40 per share target in the next 12 months and he holds it personally. Yield 0%. (Analysts’ price target is $1.75)

They are 9,200 boed and 71% natural gas. They are working at reducing debt and building a position in the Cardium area. He has a $2.40 per share target in the next 12 months and he holds it personally. Yield 0%. (Analysts’ price target is $1.75)

Josef Schachter
President, Schachter Asset Management
Price
$0.530
Owned
Yes
TOP PICK
TOP PICK
September 7, 2018

Production is 68,000 boed with over 70% natural gas. They are right in the liquids rich fairway. He looks for cash flow to exceed $1.00 per share next year. Yield 3.0%. (Analysts’ price target is $1.82)

Production is 68,000 boed with over 70% natural gas. They are right in the liquids rich fairway. He looks for cash flow to exceed $1.00 per share next year. Yield 3.0%. (Analysts’ price target is $1.82)

Josef Schachter
President, Schachter Asset Management
Price
$1.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 7, 2018

(A Top Pick November 9/17 Up 8%) Production volume growth in Morocco and Egypt has been very positive, rising from 3300 boed in Q1 to over 4400 boed. New discoveries are being tied in by pipeline, allowing production to rise to 8000 boed by year end. He has a $2.00 per share target and owns it personally.

SDX Energy Inc (SDX-X)
September 7, 2018

(A Top Pick November 9/17 Up 8%) Production volume growth in Morocco and Egypt has been very positive, rising from 3300 boed in Q1 to over 4400 boed. New discoveries are being tied in by pipeline, allowing production to rise to 8000 boed by year end. He has a $2.00 per share target and owns it personally.

Josef Schachter
President, Schachter Asset Management
Price
$0.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 7, 2018

A Top Pick November 9/17 Down 64%) Natural gas companies, as a whole, have been taking a beating lately. People are worried about prices of $1.00 /mcf. LNG export capacity is sopping up growing production in the US and he expects a 3.2 TCF storage level there heading into winter, compared against 4.0 TCF historical rates. He thinks this could be a “five bagger” if natural gas prices pan out as he thinks back to $4.00 /mcf in the next 2-4 years.

A Top Pick November 9/17 Down 64%) Natural gas companies, as a whole, have been taking a beating lately. People are worried about prices of $1.00 /mcf. LNG export capacity is sopping up growing production in the US and he expects a 3.2 TCF storage level there heading into winter, compared against 4.0 TCF historical rates. He thinks this could be a “five bagger” if natural gas prices pan out as he thinks back to $4.00 /mcf in the next 2-4 years.

Josef Schachter
President, Schachter Asset Management
Price
$1.210
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 7, 2018

(A Top Pick November 9/17 Up 5%) The stock is benefiting from the Ensign bid at $1.68, but thinks it will need a $2.00 price per share to make sense. He would like to see the company remain independent. They have a strong management team. The company is moving more rigs into the US under term contract agreements. He has a $3.00 per share 12 month target price.

(A Top Pick November 9/17 Up 5%) The stock is benefiting from the Ensign bid at $1.68, but thinks it will need a $2.00 price per share to make sense. He would like to see the company remain independent. They have a strong management team. The company is moving more rigs into the US under term contract agreements. He has a $3.00 per share 12 month target price.

Josef Schachter
President, Schachter Asset Management
Price
$1.730
Owned
Yes