Argent Energy Trust

[mindtrek2]

Hi Dan,

Are you familiar with Argent Energy Trust? It's not particularly loved on VF and Eagle Ford has gotten some negative press. It was downgraded from Outperform to Sector Perform by RBC today but there isn't much actual information available regarding their activity.

Carol and I enjoyed spending time with you at InvestFest.

All the best,
George

[mindtrek2]

ANGYF was downgraded today, a day later, by TD. I haven't seen any analyst reports. Have you?

Their March 4 report says they are maintaining guidance (25% productions growth, but I'm hearing ANGYF will be cutting its dividend.

Perhaps not great prospects here.

Thanks,
George

[dan_s]

I am not familiar with this one and I won't have time to look at it when I get back from the cruise. My first priority is to update the forecast models and profiles for all of our current model portfolio companies. We will be sending out a lot of Flash Alerts with individual company updates next week. - Dan