Nuvista Energy Ltd T.NVA

Nuttals holdings

[Carjack]

op Ten Holdings as of 05/31/2021

Athabasca Oil Corp

Baytex Energy Corp

Canadian Natural Resources Ltd

Cenovus Energy Inc

Crescent Point Energy Corp

Enerplus Corp

Meg Energy Corp

Parex Resources Inc

Tamarack Valley Energy Ltd

Whitecap Resources Inc

Issuer Name

[MarkyMcFly]

He sold Nuvista... I guess he was behind some of that volume the last 2 weeks.

[Oldnagger]

It is becoming more and more apparent that he is using his market power to shift pricing around to his own advantage. So how does all this story with Paramount fit into this? Comments anyone (MHP) ? 

[Oldnagger]

Also note how he is going with a huge emphasis on oil and dumping gassy stocks (as he said he would). That is where he has been but where is he going next? My guess is Crew/ Kelt both up 20% this week !! There has been news from Kelt but none from Crew

[controller7]

Exactly. Sort of feel bad for Nuttal. To specialize in just CDN. oil and gas all he can do is continually recycle the same names. Nuvista gets over half of sales from condensate don't forget. Great place to check out pricing is www.psac.ca They usually post all oil and gas a day or two behind but great site. Condensate prices are strong.  cheers, Controller7

[WCWiteration3]

hlaf is not theri sales , not even close to that. nva would be under 30% oil and condy, people think these condy producer are not gas producers.. they are all gas producers first, it is simply a fact of the well, more gas, much more gas than condensate or oil as  nva calls it, nva has like zero crude oil at all, maybe a tiny amount.  it is gas first.  

[Sugaree]

Roughly Gas/Condensate Liquids production is 60/40. However $ sales is the opposite in normal markets and increasing more now towards condensate. 40 gas/60 condensate. Conclusion, the money is in the condensate as it is only 40% production volume, yet 60% $$$$$  

[WCWiteration3]

funny oldnagger... you think crew cause you own it. you do  not know quality or the oil patch.  crew is by no one, that knows, no one, has promoted for crew in a decade.  it is worse today, it is now over priced for the bunch of low tier assets they have accumulated and sold and bought thru many, many years.  they never knew quality, I suspect they are slow witted maybe

[Oldnagger]

Read their presentation. They are drilling thru silt with ERH ' . Very profitable. Also tons of land. Very undervalued IMHO. I have been here for a long time and I do not trade unless I have too . CR And NVA are my favorites for a ton of reasons. I have been saying the same thing since last October when I jumped into each.I always take everyone's comments under advisement but I do very

[Carjack]

Don't think CR is on Nuttalslist and I say great. A natural gas producer with a growing liquids portfolio. It is simply too small for investors and their debt at 5 times cash flow is just not competitive. He would not own this one. nuttal on bnn February 12, 2020 but Enterprise value is very cheap. But the issue is they have debt. They did an infrastructure deal to

[Sugaree]

Looks like Rafi at Canoe, another Canadian Energy fund who loves Nuvista has sold out their 6.57m shares. I think maybe POU is taking a run. Accumulating shares through some other entity to hide it and then they sell the whole lot to them once they have enough to make the move. Not sure of the legality or ethics of that, but very interesting that 2 long term holders/believers in NVA would just

[Investnowplease]

Incredible. Nutall is a typical analyst.  Pump and dump. Dirty business.  Cresent point paid a fortune for duverney properties that are uneconomic... pump tamarack paid a fortune for anageda. Pump.    athabasca.  Your kidding me. As far as i know there properties are complete garbage 

[Carjack]

It's better in the long run his hands are off the stocks you buy. Athabasca was his top pump and bumped up crazy when he utteted their name. Sucks to be pulling back but this is a good pick for the long haul. Have a beer get some sun and ride it out with the other longs.

[Investnowplease]

Totally agreed. My major holdings are baytex nva whitecap enerplus. All i believe are undervalued  my guess is by early fall NVA 4:30 enerplus 13 baytex 6 whitecap 10. Will likely delute through an acquisition though all good buys fall will be time too buy service companies

[alvarez2]

For most these analysts..............when they're recommending, you best be selling. Very few are picking the low lying fruit and recommending them..............why would they ? 

[Indicator]

Indeed ...  this pandemic selloff was a gift for early buyers and allowed bold bullish recommendations to flourish with positive results.  Now that we're hitting old resistance, the rubber appears to be meeting the road and popping in an out of plays shines a brighter light on those pundits doing the recommending.

[alvarez2]

If they were honest about their recommendations or had a clue what they were doing, they would have been recommending the he11 out of these in March of 2020................I'm no stock pick'n guru but it was pretty obvoius that buying these back then was going to eventually be netting some pretty good cash. 

[Sugaree]

Ruie of thumb with useless analysts is once a stock gets 3 upgrades time to sell, 3 downgrades time to buy, lol. Sounds counterintuitive, but these clowns are always late to the party. Too spineless to make a positive recommendation when a stock has been beaten to death, and want to look like they are smart when it is up and then make a positive recommendation after the fact.

[alvarez2]

Rick Rule, recently retired ceo at Sprott, specialized in resource stocks, is the only one I can think of that will actually recommend companies when they are cheap and out of favour. He's a speculator and some of his picks are pretty risky however he's very transparent about that.

[Investnowplease]

Agreed.  He boasts his rate of return to be 70%.  Well in the last year most companies are up at least 300% at a min