Page under construction - complete Aug 30 2013
The upcoming 2013 Drilling Season could be the Best Ever!!
EPAC's Investor Showcase connects analysts, fund managers, investors, industry executives and media, with a selection of Canada's most dynamic junior and mid-cap oil and gas producers.
Highlights from Investors Quarterly Year End 2012
(Source: www.iq.bmir.com)
Top 3 Q4 Jr oil production: Freehold, Cequence, Surge
Top 3 Q4 Nat. Gas: Wrangler West, Terra, PineCliff
Top 3 Reserve Life: Painted Pony, YoHo, Cequence
Top 3 Enterprise value: Freehold, Raging River, DeeThree
Top 3 Year end Undeveloped Land (net acres) Terra, TORC, Surge
Top 3 Total Return: DeeThree, Manitok, Edge
(COMING SOON SEPTEMBER 2013 In-Depth Winter Investor Report)
Traits for reasoning through O&G Investments
MEANWHILE READ THE FREE INSTABLOG BELOW...
Assuming you were not in attendance, here are some Highlights from the 2013 EPAC Oil and Gas Investor Showcase. This post is just to give you a quick snapshot of ideas presented, and give you a starting point to dig deeper in what interests you as an O&G investor.
For each company I have set up 3 links below called;
PEOPLE (list of the directors and their backgrounds)
PROJECTS (list of presentations)
PROFITS (links to the finance numbers)
Develop your own screening process from top 20
(Scroll to very bottom for links to these oil magazines)
Top 3 picks going into Winter 2013 are:
Crescent Point TSX: CPG, [not epac list below]
Palliser Oil TSX:PXL
Cequence Energy TSX:CQE
1. CPG very long oil reserve life, making it a safe long term investment, they have a very solid base to grow from they are in the right basins with the right technology and they have the hedging strategies to protect and grow profits.
Key points: A 20 Year drilling inventory of 10,000 locations, Shaunovon area has multi-stage fracking potential,they have never missed a production target in 13 years, they have a possible 805 million BBL of unbooked reserves!
Upto 65% of their production is hedged with put/swap/call strategies, they recently moved in to the prolific UINTA BASIN and have strong reserve growth.
extraction from cpg presentation
http://www.crescentpointenergy.com/files/14886.CPG-Presentation-2013-06-Web.pdf
2. PXL cold heavy oil production technology ("CHOPS") applied to older oil fields in LLoydminster are increasing their recovery rates from 2 upto 13% which could not only be a game changer for PXL but also the entire heavy oil industry! 
Extraction from presentation
Applying 'chops' HVL technology is working!! 
http://www.palliserogc.com/pdf/2013%2006%2010%20Corporate%20Presentation.pdf
3. CQE their oil reserves are going up, their drilling costs are decreasing (costs down 30%), they are getting better at repeating successes in the Upper Montney and their deep basin strategy in the simonette area will get better and more focused as it goes forward.
Extraction from presentation
Upper Montney is Main Target 
[ EPAC's Top 20 ]
The Full List (*some amendments may exist)
Here is List of Companies that presented this year 2013 and you can find more about them by clicking the links to each company below. I will be editing and updating this page through the summer of 2013.
Quick list of Top 20 Presenters NOTE:The list is not a ranking # it is just a list, the rank by production or other metrics is at the very bottom.
* Crescent Point was added to the above list (not on above list)
HOW THIS BLOG PAGE IS ORGANIZED:
Just a slide or two from each presenter, with Key Points to help you short list or compare junior oil and gas companies.
No time to read all this?
As you read through each company snapshot you can then click to learn what makes that company special in terms of their PEOPLE, PROJECTS or PROFITS.
[ Just keep in mind to whittle down the hundreds of Canadian Juniors to just 20, is to really indicate that all of these 20 businesses are already "the Best of the Best" in up and coming jr. oil companies. You can decide for yourself based on what angle or metric you think offers the best way to look at your own investments.]
Keep this little ballpark risk formula in the back of your mind as you scroll down through each company. You don't need to crunch it, the experts have done so for you, but it may help you select one play over another.
Orange = ON BUYING RADAR
List 1. Birchcliff Energy Ltd.
2. Cequence Energy Ltd. (#2 Q4 oil production)
PROJECTS PRESENTATION MAY 2013
170,000 Acres Land Package in Deep Basin
Key Points
Mostly targeting the MONTNEY FORMATION.
3. Crew Energy
CREW ENERGY JUNE 2013
4. Crown Point Energy Inc.
5. Hemisphere Energy 
6. LGX Oil and Gas
Targeting the Swift geological formation
7. Long Run Exploration
(click to enlarge) 8. Marquee Energy Ltd.
PEOPLE edit
(click to enlarge) 9. Nal Resources
NAL Resources Limited (is owned now by Manulife Financial)
PROFITS * Manulife Financial 
(click to enlarge) 10. Palliser Oil and Gas Corp. [Our Top 3 Pick
Palliser Oil & Gas Corporation
11. Paramount Energy Resources Ltd.
Montney Liquids-Rich gas
KayBob GAS Play
12. Petrom4anas Energy Inc.
Petromanas Energy Inc. is an international oil and gas company focused on the exploration and development of its assets in Albania. Petromanas, through its wholly-owned subsidiary, holds two Production Sharing Contracts ("PSCs") with the Albanian government. Under the terms of the PSCs, Petromanas has a 100% working interest in Blocks D and E and a 50% working interest in Blocks 2 and 3 that comprise more than 1.1 million gross acres across Albania's Berati thrust belt. Petromanas also holds exploration assets in France and Australia.
13. PINE CLIFF ENERGY
14. Raging River Exploration
15. RMP ENERGY INC
15. RMP ENERGY
Our oil and gas exploration and production base is West Central Alberta's Ante Creek, Waskahigan, Grizzly, Kaybob and Pine Creek areas. We have also established land positions in Alberta's Ricinus area as well as Big Muddy in Saskatchewan. RMP's priority is a significant oil resource drilling program at Ante Creek and Waskahigan. During the fourth quarter ended December 31 2012, RMP produced 6,656 barrels of oil equivalent per day (boe/d), weighted 50% light oil and NGLs.
16. Rock Energy Ltd.
17. SURGE ENERGY (#3 in Q4 oil production)
Surge Energy Inc. is an oil focused oil and gas company with operations in Alberta, Manitoba and North Dakota. 
18. TALL GRASS 
Link to Seeking Alpha Post
19. TRILOGY(click to enlarge)
20. YOHO RESOURCES 
- 
--other presenters not on epac's original list, that attended--
Crescent Point Energy Corp. [ This is #1 in our top 3 picks for its reserves]
Other links of Interest:
Click here to go to Oilweek
Click here to go to O&G Inquirer
Click here to go to Oilsands review
Click here to go to Heavyoil& Oilsands
Click here to go to New Tech Magazine
Check out Bryan Mills Iradesso www.iq.bmir.com you can order information and publications from them with highlights like below.
WHO HAS TAX POOLS?
[ list of remaining tax pools by symbol ]
PXL = 92 Million Tax Pool
RRX 238 MM
Comparisons of Reserves 
[ List ] Q4 2012 RESERVES 
Q4 2012 List of Top Oil Producers
EPAC 2013 Q1 Top Oil Producers
Top 20 Enterprise Value
NAV is Different than EV, we lwill list both here...
2012 $8.21 NAV/Share SGY
Sorting through the top Oil and Gas Issuers
LIST OF JUNIOR OIL COMPANIES ON TSX
Advantage Oil & Gas Ltd.
AAV
Anderson Energy Ltd.
AXL
Angle Energy Inc.
NGL
Antrim Energy Inc.
AEN
ARC Resources Ltd.
ARX
Argent Energy Trust
AET
Arsenal Energy Inc.
AEI
Artek Exploration Ltd.
RTK
Athabasca Oil Corporation
ATH
Aurora Oil & Gas Limited
AEF
Bankers Petroleum Ltd.
BNK
Baytex Energy Corp.
BTE
Bellatrix Exploration Ltd
BXE
Bengal Energy Ltd.
BNG
Birchcliff Energy Ltd.
BIR
BlackPearl Resources Inc.
PXX
BNK Petroleum Inc.
BKX
Bonavista Energy Corporation
BNP
Bonterra Energy Corp
BNE
Calvalley Petroleum Inc.
CVI
Canacol Energy Ltd.
CNE
Canadian Natural Resources Limited
CNQ
Canadian Oil Sands Limited
COS
Candax Energy Inc.
CAX
Caspian Energy Inc.
CEK
Caza Oil & Gas Inc.
CAZ
Cenovus Energy Inc
CVE
Cequence Energy Ltd.
CQE
Chinook Energy Inc.
CKE
Coastal Energy Company
CEN
Condor Petroleum Inc.
CPI
Connacher Oil and Gas Limited
CLL
Corridor Resources Inc.
CDH
Crescent Point Energy Corp.
CPG
Crew Energy Inc.
CR
Crocotta Energy Inc.
CTA
DeeThree Exploration Ltd.
DTX
Dejour Energy Inc.
DEJ
Delphi Energy Corp.
DEE
Dundee Energy Limited
DEN
Eagle Energy Trust
EGL
Ecopetrol S.A.
ECP
Encana Corporation
ECA
Enerplus Corporation
ERF
Epsilon Energy Ltd.
EPS
Equal Energy Ltd
EQU
Exall Energy Corporation
EE
Freehold Royalties Ltd.
FRU
Gran Tierra Energy Inc.
GTE
Gran Tierra Exchangeco Inc.
GTX
Heritage Oil Corporation
HOC
Husky Energy Inc.
HSE
Imperial Oil Limited
IMO
Insignia Energy Ltd.
ISN
Ithaca Energy Inc.
IAE
Ivanhoe Energy Inc.
IE
Jura Energy Corporation
JEC
Kelt Exploration Ltd.
KEL
Legacy Oil + Gas Inc
LEG
Lightstream Resources Ltd.
LTS
Lone Pine Resources Inc.
LPR
Long Run Exploration Ltd.
LRE
Longview Oil Corp.
LNV
Lundin Petroleum AB
LUP
MEG Energy Corp
MEG
Metalore Resources Limited
MET
MGM Energy Corp.
MGX
Niko Resources Ltd.
NKO
NuVista Energy Ltd.
NVA
Oando Energy Resources Inc.
OER
Oryx Petroleum Corporation Limited
OXC
Pacific Rubiales Energy Corp.
PRE
Parallel Energy Trust
PLT
Paramount Resources Ltd.
POU
Parex Resources Inc
PXT
Pengrowth Energy Corporation
PGF
Penn West Petroleum Ltd.
PWT
Perpetual Energy Inc.
PMT
Petrobank Energy and Resources Ltd.
PBG
Petrominerales Ltd.
PMG
Peyto Exploration & Development Corp.
PEY
Questerre Energy Corporation
QEC
Raging River Exploration Inc.
RRX
RMP Energy Inc.
RMP
Rock Energy Inc.
RE
Santonia Energy Inc.
STE
Second Wave Petroleum Inc.
SCS
Serica Energy plc
SQZ
Serinus Energy Inc.
SEN
Shoreline Energy Corp.
SEQ
Sonde Resources Corp
SOQ
Southern Pacific Resource Corp
STP
Spyglass Resources Corp.
SGL
Suncor Energy Inc.
SU
Sunshine Oilsands Ltd.
SUO
Sure Energy Inc.
SHR
Surge Energy Inc.
SGY
TAG Oil Ltd.
TAO
Talisman Energy Inc.
TLM
Terra Energy Corp.
TT
Tethys Petroleum Limited
TPL
TORC Oil & Gas Ltd.
TOG
Tourmaline Oil Corp.
TOU
TransAtlantic Petroleum Ltd
TNP
TransGlobe Energy Corporation
TGL
Trilogy Energy Corp
TET
Twin Butte Energy Ltd.
TBE
Valeura Energy Inc
VLE
Vermilion Energy Inc.
VET
Waldron Energy Corporation
WDN
Whitecap Resources Inc.
WCP
Zargon Oil & Gas Ltd.
ZAR
| Suncor Energy Inc. | SU | 46,736,623,992 | 1,507,633,032 |
| Imperial Oil Limited | IMO | 34,031,100,292 | 847,599,011 |
| Canadian Natural Resources Limited | CNQ | 32,284,079,285 | 1,088,839,099 |
| Husky Energy Inc. | HSE | 27,843,338,817 | 995,129,865 |
| Cenovus Energy Inc | CVE | 22,667,840,010 | 755,594,667 |
| Crescent Point Energy Corp. | CPG | 13,649,857,306 | 382,670,516 |
| Encana Corporation | ECA | 13,083,763,699 | 735,456,082 |
| Talisman Energy Inc. | TLM | 12,606,427,008 | 1,042,555,584 |
| Canadian Oil Sands Limited | COS | 9,434,407,479 | 484,561,247 |
| ARC Resources Ltd. | ARX | 8,564,193,478 | 311,085,851 |
| Tourmaline Oil Corp. | TOU | 7,755,743,045 | 184,090,744 |
| Lundin Petroleum AB | LUP | 6,529,883,313 | 317,910,580 |
| MEG Energy Corp | MEG | 6,380,824,284 | 221,325,851 |
| Pacific Rubiales Energy Corp. | PRE | 5,968,364,896 | 322,953,042 |
| Penn West Petroleum Ltd. | PWT | 5,383,574,914 | 485,006,749 |
| Vermilion Energy Inc. | VET | 5,207,468,143 | 101,292,903 |
| Baytex Energy Corp. | BTE | 4,676,429,797 | 123,388,649 |
| Peyto Exploration & Development Corp. | PEY | 4,522,271,259 | 148,758,923 |
| Paramount Resources Ltd. | POU | 3,400,080,391 | 95,373,924 |
| Enerplus Corporation | ERF | 3,107,919,223 | 199,994,802 |
| Pengrowth Energy Corporation | PGF | 2,941,527,076 | 519,546,920 |
| Trilogy Energy Corp | TET | 2,880,030,294 | 91,720,710 |
| Athabasca Oil Corporation | ATH | 2,608,171,914 | 400,640,847 |
| Bonavista Energy Corporation | BNP | 2,465,066,058 | 180,590,920 |
| Gran Tierra Energy Inc. | GTE | 1,730,686,009 | 269,577,260 |
| Whitecap Resources Inc. | WCP | 1,611,710,231 | 147,592,512 |
| Freehold Royalties Ltd. | FRU | 1,571,310,832 | 66,665,712 |
| Coastal Energy Company | CEN | 1,559,794,179 | 113,604,820 |
| Lightstream Resources Ltd. | LTS | 1,531,397,845 | 195,082,528 |
| Bonterra Energy Corp | BNE | 1,514,511,989 | 30,620,946 |
| Oryx Petroleum Corporation Limited | OXC | 1,380,442,540 | 98,462,378 |
| Aurora Oil & Gas Limited | AEF | 1,263,037,894 | 447,885,778 |
| Birchcliff Energy Ltd. | BIR | 1,258,108,391 | 146,292,695 |
| Ecopetrol S.A. | ECP | 914,591,148 | 21,102,703 |
| NuVista Energy Ltd. | NVA | 851,982,821 | 118,660,560 |
| Advantage Oil & Gas Ltd. | AAV | 785,211,278 | 169,245,338 |
| Legacy Oil + Gas Inc | LEG | 778,199,806 | 157,212,082 |
| Bellatrix Exploration Ltd | BXE | 763,014,672 | 108,469,329 |
| Niko Resources Ltd. | NKO | 728,906,316 | 71,365,491 |
| Bankers Petroleum Ltd. | BNK | 662,645,028 | 253,886,984 |
| Raging River Exploration Inc. | RRX | 650,542,965 | 156,757,341 |
| Crew Energy Inc. | CR | 630,038,966 | 121,629,144 |
| Kelt Exploration Ltd. | KEL | 622,533,281 | 84,126,119 |
| Sunshine Oilsands Ltd. | SUO | 603,919,294 | 2,875,806,161 |
| Argent Energy Trust | AET | 588,267,233 | 49,983,560 |
| DeeThree Exploration Ltd. | DTX | 580,835,236 | 76,425,689 |
| TransGlobe Energy Corporation | TGL | 567,809,780 | 74,871,638 |
| Twin Butte Energy Ltd. | TBE | 567,041,260 | 249,797,912 |
| Ithaca Energy Inc. | IAE | 564,222,604 | 316,978,991 |
| Parex Resources Inc | PXT | 528,604,526 | 109,284,351 |
| Petrominerales Ltd. | PMG | 507,762,936 | 84,627,156 |
| BlackPearl Resources Inc. | PXX | 470,812,210 | 296,108,308 |
| RMP Energy Inc. | RMP | 463,422,261 | 109,556,090 |
| Long Run Exploration Ltd. | LRE | 414,002,892 | 110,107,152 |
| Surge Energy Inc. | SGY | 369,296,654 | 71,847,598 |
| Cequence Energy Ltd. | CQE | 350,110,738 | 210,910,083 |
| Perpetual Energy Inc. | PMT | 325,956,254 | 149,820,263 |
| Angle Energy Inc. | NGL | 321,076,768 | 81,651,631 |
| TransAtlantic Petroleum Ltd | TNP | 291,436,527 | 368,906,996 |
| TORC Oil & Gas Ltd. | TOG | 277,824,953 | 192,933,995 |
| Crocotta Energy Inc. | CTA | 276,798,640 | 95,447,807 |
| Canacol Energy Ltd. | CNE | 276,665,136 | 86,754,455 |
| Serinus Energy Inc. | SEN | 254,701,056 | 78,611,437 |
| Parallel Energy Trust | PLT | 246,052,195 | 53,588,685 |
| Zargon Oil & Gas Ltd. | ZAR | 244,491,647 | 30,569,731 |
| Spyglass Resources Corp. | SGL | 243,345,829 | 128,076,752 |
| Chinook Energy Inc. | CKE | 239,890,203 | 214,187,681 |
| Longview Oil Corp. | LNV | 233,454,457 | 46,878,405 |
| Eagle Energy Trust | EGL | 232,370,182 | 30,575,024 |
| Tethys Petroleum Limited | TPL | 218,201,885 | 287,107,744 |
| Southern Pacific Resource Corp | STP | 209,584,617 | 399,578,603 |
| Epsilon Energy Ltd. | EPS | 201,044,045 | 50,633,243 |
| Delphi Energy Corp. | DEE | 195,966,461 | 153,098,798 |
| Equal Energy Ltd | EQU | 194,875,481 | 36,065,910 |
| Artek Exploration Ltd. | RTK | 189,292,914 | 62,472,909 |
| TAG Oil Ltd. | TAO | 176,811,890 | 59,532,623 |
| Questerre Energy Corporation | QEC | 173,861,178 | 234,947,538 |
| Santonia Energy Inc. | STE | 166,201,608 | 102,593,585 |
| Condor Petroleum Inc. | CPI | 166,138,018 | 346,120,871 |
| Oando Energy Resources Inc. | OER | 148,475,068 | 106,053,620 |
| Ivanhoe Energy Inc. | IE | 141,976,555 | 115,324,253 |
| Calvalley Petroleum Inc. | CVI | 123,590,978 | 79,224,986 |
| BNK Petroleum Inc. | BKX | 122,707,006 | 144,361,184 |
| Anderson Energy Ltd. | AXL | 82,881,558 | 173,509,701 |
| MGM Energy Corp. | MGX | 81,583,663 | 388,493,631 |
| Insignia Energy Ltd. | ISN | 77,320,022 | 57,701,509 |
| Corridor Resources Inc. | CDH | 74,309,872 | 88,464,133 |
| Arsenal Energy Inc. | AEI | 70,497,794 | 160,222,260 |
| Dundee Energy Limited | DEN | 68,683,258 | 188,173,310 |
| Serica Energy plc | SQZ | 56,658,796 | 182,770,310 |
| Sonde Resources Corp | SOQ | 54,825,272 | 62,301,446 |
| Rock Energy Inc. | RE | 51,146,217 | 39,343,244 |
| Petrobank Energy and Resources Ltd. | PBG | 46,846,381 | 97,596,627 |
| Gran Tierra Exchangeco Inc. | GTX | 40,014,363 | 6,840,062 |
| Bengal Energy Ltd. | BNG | 39,430,940 | 61,610,843 |
| Shoreline Energy Corp. | SEQ | 36,684,826 | 7,792,556 |
| Caza Oil & Gas Inc. | CAZ | 31,914,349 | 177,301,939 |
| Dejour Energy Inc. | DEJ | 29,783,275 | 148,916,374 |
| Terra Energy Corp. | TT | 29,482,392 | 101,663,422 |
| Connacher Oil and Gas Limited | CLL | 29,231,786 | 449,719,792 |
| Lone Pine Resources Inc. | LPR | 28,565,476 | 86,562,048 |
| Exall Energy Corporation | EE | 26,981,094 | 66,864,854 |
| Candax Energy Inc. | CAX | 26,698,238 | 1,067,929,509 |
| Second Wave Petroleum Inc. | SCS | 24,815,783 | 84,121,297 |
| Valeura Energy Inc | VLE | 24,320,577 | 57,906,135 |
| Jura Energy Corporation | JEC | 20,722,898 | 69,076,328 |
| Antrim Energy Inc. | AEN | 15,702,141 | 184,731,076 |
| Waldron Energy Corporation | WDN | 12,811,076 | 40,034,611 |
| Sure Energy Inc. | SHR | 10,298,707 | 60,580,630 |
| Caspian Energy Inc. | CEK | 9,208,711 | 230,217,771 |
| Metalore Resources Limited | MET | 6,390,126 | 1,775,035 |
| Heritage Oil Corporation | HOC | 6,185,867 | 2,361,018 |
Disclosure: I am long PSLRF, CEQXF, FRHLF.
