Q: Looking to add oil sector to my portfolio (price of barrel near multi year low). What these two would you prefer, how possible is a large multi increase over the next 5 years?
Q: Can you provide your current view of this company. How strong is the management team. Could this possibly be a multi bagger over the long run. (Understanding that market it operates in as well as price of the barrel)
Q: With todays upgrade what do you think about this company as a viable growth company in todays energy sector? An evaluation would be much appreciated.
Thanx
Gary
Q: How do view Saturn Oil and Gas right now with the stock trading near a 52 week low and the company announcing an accretive asset acquisition in Sask?
(I'm thinking they bought up the CPG divested assets that were also just announced?)
A $100MLN bought deal was announced in the same release but I didn't catch the price/share??
Q: SOIL has a ridiculously low PE. I can't see anything negative stated about the company. It appears it is going to earn a lot of money. Can I have your thoughts as to whether this is a compelling investment?
Q: Please compare P/E’s, cash flow yield , balance sheet leverage and future growth. How would you rank in order of most preferred to not interested. Ty.
Q: Please comment on Q1 results. Assuming mid $70 oil are you able to project free cash in Q3 with all other things constant(capital investment, no other M&A etc)? Thanks as always.
Q: Can you provide thoughts on recent results. How do you value the future hedges and impact on debt levels over time. How do you like its upside torque with >$80 barrel pricing and future potential?
Q: After further review their most recent acquisition not only is large in relative terms the cash flow yield and payback period looks extremely attractive. Exiting 2024(assuming $80 barrel) the company should have a pristine balance sheet with massive cash flow for many years to follow. Is that your assessment assuming same oil price and no other M&A?