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Southern Pacific Resource Corp STPJF

Southern Pacific Resource Corp. is a Canada-based company, which is engaged in the thermal production of heavy oil in Senlac, Saskatchewan on a property known as STP-Senlac, and thermal production of bitumen on a property located in the Athabasca region of Alberta known as STP-McKay, as well as exploration for and development of in-situ oil sands in the Athabasca region of Alberta. Its STP-McKay property consists of oil sands leases totaling approximately 37,760 acres. The Company’s operations also include Anzac, Hangingstone and Ells. The Company’s STP-McKay property is located approximately 45 kilometers northwest Ft. McMurray. The Anzac project covers approximately 117 kilometers of two-dimensional (2D) seismic. The Company owns 80% interest in Hangingstone project. The Ells project covers approximately 164 kilometers of two-dimensional (2D) seismic.


GREY:STPJF - Post by User

Post by Awardedon Apr 27, 2014 6:59pm
392 Views
Post# 22496244

Analysts and Targets

Analysts and Targets
Shat’s reference to two analysts caused me to do an internet search on them. Both Mason Granger and Michael Dembicki have backgrounds in the oil and energy industry. With that good experience, I would expect them to know and have access to industry software that gives the monthly production figures.

My search of Michael Dembicki lead me to the following link that summarizes the analyst ratings for STP (and many other companies as well). I think it may be very useful for following what analysts say about your investments.

https://invesd.com/Company.aspx?ticker=stpjf&company=southern-pacific-res&ref=analyst

This website gives stock prices and analyst targets in US$. Some of the information such as the stated target dates seems to be rounded to the nearest integer. Nonetheless, useful information is provided by following the link on the Analyst name and expanding the detail for the company that interests you (i.e. click on Industry + sign to the right of the company name to expand the data). There, you will see a chart of the sales price and analyst’s targets (in US$). This information enabled me to assemble the following table.



Notice that three analysts made re-assessments on March 26, the day the new loan facility was announced. Fitzmartytn left his target unchanged ($US 0.18) while Dembicki and Toward made increases (Dembicki, from $C 0.15 to $C 0.20 and Toward from $US 0.38 to $US 0.54)

Dziuba and Friesen last made assessments on Dec 11, immediately after the announcement of the strategic review. They both left their targets unchanged at $US 0.71. Since too much has transpired since last Sept 12, I do not put much weight on the target set by Chris Cox (although I hope his target is achieved).

Finally, I would like to verify what has already been reported by adamsight. In its April 22 Action Notes, TD securities announced that the departure of an analyst was causing them to suspend coverage of Ivanhoe Energy, Southern Pacific and Sunshine Oilsands. These are companies that were followed by Michael Dimbicki.




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