Streetwise Oil & Gas - Exploration & Production Articles
Alphastox's Moshevich Defines the One Thing Strong Energy Juniors Share
Source: Peter Byrne of The Energy Report (2/19/15)
The implosion of oil and gas prices will flush out oil and gas exploration juniors with weak balance sheets and too much debt, says Etienne Moshevich, editor of Alphastox.com. The small-cap companies left standing, however, are poised to soar once the market begins to accelerate. In this interview with The Energy Report, Moshevich touts the benefits of motivated management teams and solid balance sheets for all companies in the energy sector, and singles out seven oil and gas juniors, plus a pair of uranium picks, with outstanding prospects come the turnaround.
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The Real Breakeven Price of Oil Is Not What You Think
Source: Keith Schaefer, Oil and Gas Investments Bulletin (2/18/15)
"In a zero interest rate policy environment, Wall Street debt syndicates will set the oil price, not the Saudis or the U.S. producers."
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Low Oil Prices Are an Act of Economic Warfare: Veteran Investor Bob Moriarty
Source: Karen Roche, The Energy Report (2/12/15)
This is a wonderful time to have cash and be in the oil business, according to Bob Moriarty of 321energy.com. That's because savvy juniors can go shopping for assets being sold as "uneconomic" when oil is $40–50/barrel. But the low price won't last, he tells The Energy Report, predicting much higher oil within the year. And while that increase will cause oil stocks to rise in tandem, Moriarty reminds investors that it still pays to be selective.
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Blackbird's Garth Braun: Leveraging Leadership, Foresight and Natural Gas Liquids
Source: George S. Mack of The Energy Report (2/10/15)
When an energy company has grown its share price more than 400% against strong headwinds in one year, that's an attention-getter. The formula, as always, is to get the right management, after which value will be created and growth will follow. CEO Garth Braun of Blackbird Energy Inc. has made sweet lemonade out of a sour market in fossil fuels. In this interview with The Energy Report, Braun describes his business model and talks about his management and leadership style.
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Sowing the Wind in the Oil Markets
Source: Mike Berry, Disruptive Discoveries Journal (2/2/15)
"Will U.S. consumers spend this unexpected and new income or save it?"
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Michael Waring Has Seen the Energy Downturn Movie Before, and He's Not Worried
Source: Tom Armistead of The Energy Report (1/29/15)
With oil and gas prices down, it's time to cull the herd, sell marginal producers and double down on the strong ones in your portfolio, says Michael Waring, founder of Galileo Global Equity Advisors Inc. 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.
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Lies and Deception In Ukraine's Energy Sector
Source: Oilprice (1/28/15)
The Ukrainian government has repeatedly claimed it is doing its best to improve the oil and gas investment climate, but official statements are the opposite of the reality, as Prime Minister Arseniy Yatsenyuk is leading the great deception.
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Jason Wangler Throws a Lifeline to Oil and Gas Investors
Source: Tom Armistead of The Energy Report (1/15/15)
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. The likely survivors have similar traits, and in this interview with The Energy Report, Wangler shares their secrets, and names companies he expects will have an especially bright future.
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Revolutionary Oil Prospector Richard Masterson Shares Fracking Investment Opportunities Gov. Cuomo Can't Touch
Source: George S. Mack of The Energy Report (1/8/15)
Richard "Rich" Masterson, a Midland, Texas-based consulting geologist, has helped originate oil and gas projects with previously unseen potential. 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. He also brings projects and companies with potential upside for investors to the surface.
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Are You Ready for the January Effect?
Source: JT Long of The Mining Report (1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit.
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Turbulent Times Call for Insulated Investments: Steven Salz
Source: Tom Armistead of The Energy Report (12/18/14)
Turbulence and volatility are in Steven Salz's forecast for the energy market. The special situations analyst at M Partners tells The Energy Report that falling oil prices are hurting oilfield services companies in different measures depending on their specialties, but that all are taking hits. A sign of the times: He thinks the Halliburton/Baker Hughes merger may be the first of a series of consolidations in the space.
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Chen Lin: Low Oil Prices Fuel Bonanza Increases in Ethanol Stocks
Source: Kevin Michael Grace of The Energy Report (12/11/14)
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. In this interview with The Energy Report,
the author of the What is Chen Buying? What is Chen Selling? newsletter touts the prospects of a few oil companies that can prosper in the downturn, and explains why cheap oil means high profits for U.S. ethanol producers.
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Micro-Cap E&Ps with Less Risky Businesses: Casimir's Philip Juskowicz
Source: Brian Sylvester of The Energy Report (12/4/14)
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. But the news is not all bad: Philip Juskowicz of Casimir Capital makes a good case for certain micro-cap names. In this exclusive interview with The Energy Report, Juskowicz discusses four companies with strong narratives, two with defensive assets, and notes that natural gas names could see market love as margins widen.
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Reactors Restart Uranium Mines: Thomas Drolet
Source: Peter Byrne of The Mining Report (12/2/14)
Thomas Drolet has decades of experience in capitalizing on the movement of international energy markets. The chief of Drolet & Associates Energy Services is not sanguine about the long-term potential of fracking, but in this interview with The Mining Report, he tells us why now is a great time to reinvest in the uranium space.
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As Excitement Builds in the Montney, Companies Seek More Infrastructure
Source: James Stafford, OilPrice.com (12/2/14)
"Even with significant oil and gas reserves trapped in shale, a variety of factors need to come together to turn a given region into a significant producer."
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Harry Dent's Simple Strategy for Surviving Withdrawals from 'Markets on Crack'
Source: JT Long of The Gold Report (11/26/14)
An aging world is a deflationary one, according to "The Demographic Cliff" author Harry Dent. In this interview with The Gold Report, he predicts a major, painful crash in the next two years based on population statistics and historic patterns. He has some positive short-term predictions for gold, and investment suggestions for how to be one of the ones still standing after the dust settles.
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So Bad It's Good: Surviving 2014
Source: JT Long of Streetwise Reports (11/25/14)
As we approach Thanksgiving in the States, Streetwise Reports
reached out to some of our most popular experts for perspective on the natural resource market during this volatile time. While some thought 2014 was so bad it was good—for contrarian investors—others will be all too happy to see the year in the rearview mirror.
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Smart Oil is Cheap Oil: Rudolf Hokanson
Source: Peter Byrne of The Energy Report (11/25/14)
Even a global economic growth slowdown will not seriously impact the future of the shale oil patch, Rudolf "Rudy" Hokanson tells The Energy Report. The Barrington Research analyst's job is to think long and hard about the target prices he assigns to the best and brightest junior firms playing in the Bakken and other shales. He likes smart managers—the ones who know how to reduce costs at the wellhead while improving the flow of oil, gas, and liquids—and provides the names of companies with such managers at the helm.
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Marin Katusa: Winter is Coming—How Investors Can Win in the 'Colder War'
Source: JT Long of The Energy Report (11/20/14)
Are you ready for the next Cold War? 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. Katusa recently penned the book “The Colder War,” and in this interview with The Energy Report, he discusses why investors need to pick companies wisely to profit in this turbulent energy landscape.
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Natural Gas Prices Are Going Higher and So Are These 'Super Shift' Opportunities
Source: Kent Moors, Oil & Energy Investor (11/4/14)
"For natural gas, the market is now cycling into a seasonal demand pattern that will send prices higher, assuming the winter is about the same as last year."
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Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever
Source: JT Long of The Mining Report (10/28/14)
Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites.
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Don't Miss Your Chance to Profit from the End of OPEC
Source: Matt Insley, The Daily Reckoning (10/14/14)
"A decade ago would you ever imagine that a U.S.-led oil boom would cause a panic among OPEC nations?"
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The U.S. Oil Export Surge Is Coming
Source: Kent Moors, Money Morning (10/8/14)
"Something is now afoot in the Pacific Northwest that is going to change how we think about pricing oil—and this new wrinkle is going to provide a range of fantastic opportunities for investors."
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Catalyst Check: Natural Resources Watchlist at Three Months
Source: JT Long of The Gold Report (10/6/14)
At the Cambridge House Canadian Investment Conference in June, The Gold Report Publisher Jason Mallin asked a panel of experts picking a portfolio of stocks with upside potential for the 2014 Streetwise Reports Natural Resources Watchlist what they wanted to see in an equity. As always, Sprott US Holdings Inc. CEO Rick Rule, summed up the ideal beautifully. "We like reality at a discount," he said. Now that three months have passed, we decided to check in with Rick and co-panelists Joe Mazumdar from Canaccord Genuity and Keith Schaefer from Oil & Gas Investments Bulletin to see how that reality is playing out. You can always check the portfolio in real time at the Portfolio Tracker.
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Oil and Gas Investor Editor Leslie Haines: We Will Never Stop Importing Oil, but We May Start Exporting
Source: JT Long of The Energy Report (10/2/14)
Horizontal drilling and fracking have opened new opportunities for investing in domestic energy, whether for pure-play explorers in developing shales, producers in mature areas, or service companies opening up the monster wells. Oil and Gas Investor Editor-in-Chief Leslie Haines has been following the revolution for nine years, and agreed to share with readers of The Energy Report the names of some beneficiaries of new technology's multiplier effect.
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