Date updated:12-08-2007
No description available

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MVC
Mvc Capital Inc - $11.79
- -4.15%
- $12.18
12/07 a spac is in the works. and according to the filinf, perhaps the spinoff is not dead. Lots of recent insider buying (8.20.07) 9/07 china angle is interesting, but seems a stretch. cheap, smart managers, catalyst on the horizon. According to proxy statement and recent registration statement a spinoff of general partner interest is in the works, which would add value if effected. The registration statement suggests a capital raise...maybe a rights offering? management have been buyers, would expect them to be again... the 5/07 proxy makes no mention of the potential spinoff and the recent Q seems to say that MVCFS is not for sale. sale of auto dealership on 6/11/07 highlights management skill.

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CNQ
Canadian Nat Res - $39.61
- -13.40%
- $43.81
cheap, politically stable oil

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SPND.OB
Spindletop O&g - $2.55
- -15.00%
- $2.55
Q3 Q is out and well success in Whiskey Flats is tremendous. out of 4 wells, 3 were north of 2,100 mcfgpd for the first 30 days and the other was 1,200. balance sheet is great. interesting barnett shale speculation. Great balance sheet, including a commercial office building in Dallas and 26 miles of gathering pipelines. Opportunity for significant production gains as it exploits Olex lease and parker county acreage. 7,300 gross acres attributed to barnett in Denton, Eastland, Erath, Hood, Palo Pinto, Parker, and Tarrant Counties. 8/2007 Q2 10-q reveals much interesting data. prodution up 50% in $ terms and profits tripled. will have 8 new wells coming on in the back half of this year and its olex lease has room for 27 more wells. balance sheet is great. this is a no-brainer.

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MCF
Contango Oil & Ga - $42.10
- -11.65%
- $45.99
shareholder focus. great exploration results in the gulf and fayetteville

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CAWLF.PK
Central Alta Well - $0.4996
- 0.00%
- $N/A
12/07 even with difficult times the company is doing well. Should be much higher when the cycle turns. 8/2007 company announced buyback. stock is stupid cheap. On 7/11/07 announced a 1-for-4 reverse split. doesnt change the business, brings the company closer to getting off the venture market in toronto. Still trading well below tangible book. WCSB (Western Canada Sedimentary Basin) going throught some tougher times--utilization down and demand down from record levels. Historically still strong. Company's equipment is newest and that gives them a significant competitive advantage. 6/10/07 $0.65 per share. Central Alberta Well Servcies, a Candian company, just recapped by Tricap Partners, a Brookfield affiliate where Tricap bought common at $0.70. By my calculations it trades at less than tangible book, with a potential for normalized free cash flow to be more than C$0.20 in 2008, all via organic growth. Company is buying new equipment and putting it to work. Management has guided to C$.06 to C$0.07 per share in 2008 EPS and revenue of C$90 million to C$94 million and EBITDAS of C$31 million to C$33 million. Management has lots of experience. Little downside, lots of upside with a deep pocket backer who will help them fund equipment buildout. Appears to have a tailwind in macro--higher rig intensity, more workovers, etc. Acquisition potential is not counted in upside. As part of the recap, CAWLF will try to list on the Toronto exchange. 2009 numbers should be greater, as the organic growth ramp will be completed and a full year of oeprations with more teams/equipment in the field, will be recorded for the entire year. www.cawsc.com

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FUR
Winthrop Realty T - $2.07
- -10.78%
- $2.30
ashner appears to very intelligent and lots of capital. worry about the venture into CDOs and the state of the reit market. However, in a downturn/bloodbath, would bet on the jockey. After all, money is made in real estate on the purchase......

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SMBL
Boulder Specialty - $6.61
- -4.89%
- $6.83
unique brand opportunity. Excellent market position. Economically resistant to recessions. uncovered, unknown. experienced management team. A great opportunity. But not without risks.

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GEOI
Georesources Inc - $10.52
- -9.08%
- $11.20
Has assets in TX, LA and in the midwest including Bakken play and does EOR. Oil and gas play, which is selling below its PV-10 with lots of opportunity to boost reserves. LUK disclosed ownership in q3 2007 13f. Lodzinski the head of the company has built businesses about 4 times previously and sold them for significant gains.
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