Posted on June 16, 2015
Worried about a volatile oil and gas market? Paradigm Capital's Ken Lin advises waiting for quality companies to take a hit before swooping in to stock up, and then taking profits on the way up to avoid being caught in future carnage.
Posted on June 9, 2015
Chang foresees volatility as the 2020 uranium deficit draws closer and demand for the limited stockpile drives the price up.
Posted on June 2, 2015
Lee tells The Energy Report that he expects double-digit compound annual growth rates over the next few years as battery prices continue to fall and demand rises.
Posted on May 26, 2015
Plus, he reveals the dramatic shift he made in the fund this year that allows him to get paid to wait for the market to catch fire.
Posted on May 19, 2015
U.S. shale oil producers have responded to the oil price collapse so quickly, and with such discipline, that they've shown they are able to turn production on and off as if with a light switch.
Posted on April 16, 2015
In this interview with The Energy Report, Tonkin tells us how the uranium investment space works—and which junior explorers in Australia, Africa and North America look attractive as the price of yellowcake continues to stabilize.
Posted on April 9, 2015
Smart energy investors pay attention when Dundee Capital Markets' David A. Talbot speaks. With decades of experience as a geologist and financial analyst, Talbot knows his game.
Posted on April 2, 2015
After correctly predicting $47/bbl oil last year, Chen Lin is licking his stock-picking chops at the bargains now available.
Posted on March 27, 2015
CEO David Sidoo tells The Energy Report how shrewd joint ventures and a firm commitment to low costs have led to highly profitable wells in New Zealand and significant upside in Romania.
Posted on March 27, 2015
Canaccord Genuity energy analyst Johan Hedstrom is tasked with scouring the Australian oil patch looking for good deals even as prices slip and slide.
Posted on March 6, 2015
Steve Palmer of AlphaNorth Asset Management has made a career of spotting companies loaded with value, and he tells The Energy Report not only what he looks for, but also where he has found it.
Posted on March 5, 2015
Just two years ago, Galaxy Resources Ltd. was overleveraged and unfocused.
Posted on February 26, 2015
Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon.
Posted on February 5, 2015
Uranium spot prices have shown more life recently, says David Sadowski, mining equity research analyst at Raymond James, and he expects upward pressure to continue as utilities resume buying to meet future needs. In this interview, he tells The Energy Report the time is ripe to invest in uranium company stocks.
Posted on January 30, 2015
In this interview with The Energy Report, Waring explains that this kind of correction happens every 10 years in this space. It presents opportunities for companies to improve and investors to profit—and he names four companies he considers most likely to succeed.
Posted on January 15, 2015
The crash in oil prices and the continued depression in gas prices have exploration and production companies and their services providers hunkered down, cutting capital expenditures and trying to bring spending into line with income, says Wunderlich Securities Analyst Jason Wangler.
Posted on January 9, 2015
In this interview with The Energy Report, Masterson describes the significance of innovative science and new methods of prospecting to locate and liberate large amounts of energy, regardless of NIMBY politics like those playing out in New York State.
Posted on December 19, 2014
The special situations analyst at M Partners tells The Energy Report that falling oil prices are hurting oil field services companies in different measures depending on their specialties, but that all are taking hits.
Posted on December 12, 2014
Chen Lin was one of the very few who foresaw the collapse in oil prices, so investors are well advised to pay attention to his advice.
Posted on December 5, 2014
Many small-cap exploration and production companies have had a good run in recent years, but are now getting whacked given their strong connections to oil prices.
Posted on November 26, 2014
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report.
Posted on November 20, 2014
Casey Research energy strategist Marin Katusa cautions that Russia and China have forged an alliance with the goal of world supremacy through control of the energy market and Vladimir Putin is winning.
Posted on November 14, 2014
Angelos Damaskos, principal adviser of the Junior Oils Trust, admits that he finds the recent collapse in oil price a mystery. Nonetheless, he has no doubt that demand will compel higher prices in the medium and long term.
Posted on November 12, 2014
After losing half of its value, the spot price of uranium has in recent weeks risen from less than $30 per pound to $42 per pound. Roger Lemaitre, President and CEO of UEX Corp., is pleased but not surprised, as a supply shortage looms, and sanctions against Russia are spooking utilities.
Posted on October 16, 2014
Dundee Capital Markets Vice President and Senior Mining Analyst David Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.
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