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  • PrairieSky: Highly Valued Canadian Oil And Gas Trust Faces Potential Distribution Cut
     • Thu, Dec. 18 PREKF 12 Comments

    Summary

    • Unhedged Canadian royalty trust trading at +30x my estimate of 2015 cash flows.
    • Barring a significant rally in oil and Canadian NGL prices, I believe PrairieSky will need to cut its distribution by +40%.
    • Exposure to high-cost Canadian oil and gas plays may result in asset impairment in the "new oil" environment.
  • Why I Believe PetroLogistics' Share Price Will Fall
       • Thu, Feb. 13 PDH 22 Comments