{"id":93165,"date":"2016-07-20T06:37:01","date_gmt":"2016-07-20T10:37:01","guid":{"rendered":"http:\/\/countingpips.com\/?p=93165"},"modified":"2016-07-20T06:37:01","modified_gmt":"2016-07-20T10:37:01","slug":"five-energy-companies-make-paradigm-capitals-top-picks-cut","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex\/2016\/07\/five-energy-companies-make-paradigm-capitals-top-picks-cut\/","title":{"rendered":"Five Energy Companies Make Paradigm Capital&#8217;s Top Picks Cut"},"content":{"rendered":"<div id=\"inves-827661012\" class=\"inves-below-title-posts inves-entity-placement\"><div id =\"posts_date_custom\"><div align=\"left\">July 20, 2016<\/div><hr style=\"border: none; border-bottom: 3px solid black;\">\r\n<\/div><\/div><p><strong>The Energy Report<\/strong><\/p>\n<p><a href=\"https:\/\/www.streetwisereports.com\/pub\/na\/17044\">https:\/\/www.streetwisereports.com\/pub\/na\/17044<\/a><\/p>\n<p>Analysts with Paradigm Capital selected a quartet of oil and natural gas companies and one energy services company to highlight in the firm&#8217;s recently released Top Quarterly Picks Q3\/16 report.<\/p>\n<p>Analyst Ken Lin chose to spotlight <a href=\"https:\/\/www.streetwisereports.com\/pub\/co\/6030?utm_medium=feed\" target=\"_blank\">Kelt Exploration Ltd. (KEL:TSE)<\/a>, a Canada-based company with natural gas operations in Alberta and British Columbia, and <a href=\"https:\/\/www.streetwisereports.com\/pub\/co\/6768?utm_medium=feed\" target=\"_blank\">Pine Cliff Energy Ltd. (PNE:TSX.V)<\/a>, with energy assets in Alberta and Saskatchewan, and mineral assets in Canada and the U.S.<\/p>\n<p>Analyst Ian Macqueen highlighted <a href=\"https:\/\/www.streetwisereports.com\/pub\/co\/2328?utm_medium=feed\" target=\"_blank\">Parex Resources Inc. (PXT:TSX.V)<\/a> and <a href=\"https:\/\/www.streetwisereports.com\/pub\/co\/9051?utm_medium=feed\" target=\"_blank\">Seven Generations Energy Ltd. (VII:TSX)<\/a>. Parex is an explorer with what the company<br \/>\ncalls a &#8220;significant land base of 2.10 million gross acres&#8221; in Colombia. Seven Generations is focused on its Kakwa River project, a &#8220;large-scale,<br \/>\nliquids-rich Montney natural gas property&#8221; located in Alberta, according to the company website.<\/p>\n<p>Kelt is &#8220;less exposed to AECO [Hub pricing] than other natural gas names,&#8221; Lin notes. In addition, the company is trading below its net asset value (NAV),<br \/>\nwhich presents investors with &#8220;an attractive entry point given the company&#8217;s high historical premium to NAV and massive resource potential.&#8221;<\/p><div id=\"inves-2820306989\" class=\"inves-in-content inves-entity-placement\"><hr style=\"border: 1px solid #ddd;\">\r\n<div id=\"inpost_ads_header\">\r\n<p style=\"font-size:10px; float:left; color:#666;\">Free Reports:<\/p><\/div>\r\n<div id=\"inpost_ads\"> \r\n<p style=\"font-size:15px; float:left;\"><a href=\"https:\/\/goo.gl\/1ApBOV\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/investmacro.com\/wp-content\/uploads\/2018\/06\/graph_techs_PD.png\" align=\"left\" width=\"80\"  height=\"55\"\/><\/a>\r\n\t     <a href=\"https:\/\/goo.gl\/1ApBOV\"><b><u>Get Our Free Metatrader 4 Indicators<\/u><\/b><\/a> - Put Our Free MetaTrader 4 Custom Indicators on your charts when you join our Weekly Newsletter<\/p><br><br>\r\n<br>\r\n<br>\r\n<p style=\"font-size:15px; float:left;\"><a href=\"https:\/\/goo.gl\/f3RrHX\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/investmacro.com\/wp-content\/uploads\/2019\/01\/cot_pie_80.png\" align=\"left\" width=\"80\"  height=\"55\"\/><\/a>\r\n\t    <a href=\"https:\/\/goo.gl\/f3RrHX\"><b><u>Get our Weekly Commitment of Traders Reports<\/u><\/b><\/a> - See where the biggest traders (Hedge Funds and Commercial Hedgers) are positioned in the futures markets on a weekly basis.<\/p><br><br>\r\n<\/div>\r\n<hr style=\"border: 1px solid #ddd;\">\r\n<br><\/div>\n<p>Pine Cliff, while &#8220;highly sensitive to AECO,&#8221; has yet to follow on a recent AECO rally, thus also offering a &#8220;compelling entry point,&#8221; for investors,<br \/>\naccording to Lin.<\/p>\n<p>Macqueen is modeling 81% year-over-year growth for Seven Generations in 2016, &#8220;to 109 mboe\/d based on 65 new wells.&#8221; Given that the company is &#8220;drilling<br \/>\nbetter wells more affordably and commodity prices are improving,&#8221; Macqueen believes the company&#8217;s &#8220;hypergrowth profile will continue.&#8221;<\/p>\n<p>Parex, with &#8220;$80 million ($80M) in positive working capital and an undrawn $200M line,&#8221; is prepared to &#8220;[expose] itself to ~110 MMbbl of resources,&#8221;<br \/>\nMacqueen notes, adding &#8220;success at Aguas Blancas could more than triple its inventory.&#8221;<\/p>\n<p>Analyst Jason Tucker added a pick in the Canadian energy services sector: <a href=\"https:\/\/www.streetwisereports.com\/pub\/co\/3802?utm_medium=feed\" target=\"_blank\">Secure Energy Services Inc. (SES:TSX)<\/a>, which provides processing, recovery,<br \/>\ndisposal, drilling and production services in Canada and the U.S. Tucker notes that higher oil prices should &#8220;positively impact both Secure&#8217;s PRD<br \/>\n(Processing, Recovery and Disposal) and DPS (Drilling and Production Services) divisions.&#8221; In addition, Tucker expects a &#8220;positive impact&#8221; into 2017 and<br \/>\n2018 from sales of production and enhanced oil recovery (EOR) chemicals, which is slated to begin in Q3\/16.<\/p>\n<p class=\"bodySignup\">Want to read more <i>Energy Report<\/i> interviews like this? <a href=\"https:\/\/www.streetwisereports.com\/pub\/htdocs\/signupnow.html?utm_medium=feed\" target=\"_blank\">Sign up<\/a> for our free e-newsletter, and you&#8217;ll learn when new articles have been published. To see recent interviews with industry analysts and commentators, visit our <a href=\"https:\/\/www.streetwisereports.com\/pub\/htdocs\/exclusive.html?utm_medium=feed\" target=\"_blank\">Streetwise Interviews<\/a> page.<\/p>\n<p><strong>Disclosure: <\/strong><\/p>\n<p>1) Tracy Salcedo compiled this article for Streetwise Reports LLC and provides services to Streetwise Reports as an independent contractor. She owns, or<br \/>\nher family owns, shares of the following companies mentioned in this article: None.<\/p>\n<p>2) The following companies mentioned in the article are sponsors of Streetwise Reports: None. The companies mentioned in this article were not involved in<br \/>\nany aspect of the article preparation. Streetwise Reports does not accept stock in exchange for its services. The information provided above is for<br \/>\ninformational purposes only and is not a recommendation to buy or sell any security.<\/p>\n<p>3) Comments and opinions expressed are those of the specific analysts and not of Streetwise Reports or its officers.<\/p>\n<p>4) The article does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action<br \/>\na reader takes as a result of information presented here is his or her own responsibility. By opening this page, each reader accepts and agrees to<br \/>\nStreetwise Reports&#8217; terms of use and full legal <a href=\"https:\/\/www.streetwisereports.com\/disclaimer\/?utm_medium=feed\" target=\"_blank\">disclaimer<\/a>. This article is not<br \/>\na solicitation for investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should<br \/>\nnot be considered a recommendation to buy or sell any security. Streetwise Reports does not endorse or recommend the business, products, services or<br \/>\nsecurities of any company mentioned on Streetwise Reports.<\/p>\n<p>5) From time to time, Streetwise Reports LLC and its directors, officers, employees or members of their families, as well as persons interviewed for<br \/>\narticles and interviews on the site, may have a long or short position in securities mentioned. Directors, officers, employees or members of their families<br \/>\nare prohibited from making purchases and\/or sales of those securities in the open market or otherwise during the up-to-four-week interval from the time of<br \/>\nthe interview until after it publishes.<\/p>\n<p><a href=\"https:\/\/www.streetwisereports.com\/more_disclosures\/?article=17044&amp;utm_medium=feed\">Additional Disclosures for this Content<\/a><\/p>\n<p>( Companies Mentioned: KEL:TSE,<br \/>\nPXT:TSX.V,<br \/>\nPNE:TSX.V,<br \/>\nSES:TSX,<br \/>\nVII:TSX,<br \/>\n)<\/p>\n<p><b>Additional Disclosures for this Content<\/b><\/p>\n<p>Streetwise \u2013 <a href=\"https:\/\/www.theenergyreport.com\/pub\/na\/brian-bagnells-tips-for-smart-oil-and-gas-investing\"><i>The Energy Report<\/i><\/a> is Copyright \u00a9 2016 by Streetwise Reports LLC. All rights are reserved. Streetwise Reports LLC hereby grants an unrestricted license to use or disseminate this copyrighted material (i) only in whole (and always including this disclaimer), but (ii) never in part.<\/p>\n<p>Streetwise Reports LLC does not guarantee the accuracy or thoroughness of the information reported.<\/p>\n<p>Streetwise Reports LLC receives a fee from companies that are listed on the home page in the In This Issue section. Their sponsor pages may be considered advertising for the purposes of 18 U.S.C. 1734.<\/p>\n<p>Participating companies provide the logos used in <i>The Energy Report<\/i>. These logos are trademarks and are the property of the individual companies.<\/p>\n<p>101 Second St., Suite 110<br \/>\nPetaluma, CA 94952<\/p>\n<p>Tel.: (707) 981-8999<br \/>\nFax: (707) 773-5020<br \/>\nEmail: <a href=\"mailto:info@streetwisereports.com\">info@streetwisereports.com<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Energy Report https:\/\/www.streetwisereports.com\/pub\/na\/17044 Analysts with Paradigm Capital selected a quartet of oil and natural gas companies and one energy services company to highlight in the firm&#8217;s recently released Top Quarterly Picks Q3\/16 report. Analyst Ken Lin chose to spotlight Kelt Exploration Ltd. (KEL:TSE), a Canada-based company with natural gas operations in Alberta and British [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-93165","post","type-post","status-publish","format-standard","hentry","no-post-thumbnail"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/93165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/comments?post=93165"}],"version-history":[{"count":3,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/93165\/revisions"}],"predecessor-version":[{"id":93218,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/93165\/revisions\/93218"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/media?parent=93165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/categories?post=93165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/tags?post=93165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}