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$4.60 senex energy limited

Ann: Senex to retain strong net cash position at end FY15, page-21

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Sector

35,472 Posts.

2863

12/12/14

22:58

Post #: 14455253
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Originally posted by JCoure ↑

SectorLead, thought BPT was almost wholly unconventional when researching at similar time last year, saw very positive notes from RBC & others. Their upside valuation seemed entirely valued on BPT as unconventional, so more risky in present climate than my current list. However, BPT probably v good value now like other oversold junior-mid range players as well as SXY. Around market, all these coys have had selling overdone IMHO but DYOR. So BPT with its unconventional tag & risk has to have value relative to other SP valuations in sector like SXY. Lucky for BPT holders, BPT SP just halved in value whereas SXY has fallen by twice as much. Even bigger producers, i.e. STO & nearly ORG, r now down by more than a half their mkt cap (a greater -ve alpha than BPT's drop). STO with its leverage problem is almost priced as if it will not get refinanced, we r many months from that so whole sector is sold at prices overtaken by fear & shorting. IMO BPT as unconventional play warrants attention but perhaps its SP still isn't in bargain territory like others.

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No, lots of oil too, and with SXY too. 10,000boepd net from Western Flank Cooper
Cashed up (more than $400m) and very profitable still.

Both look good imo. and DLS

SXY Price at posting: 25.5¢ Sentiment: Buy Disclosure: Not Held
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0 Great analysis

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