Streetwise Expert Interviews

Evan Smith

Producers that Can Pump at $60/bbl Oil: Evan Smith

As impressive as shale gas and oil production has been in North America, Evan Smith, co-portfolio manager of U.S. Global Investors' Global Resources Fund, expects 2014 to break records as producers move to a pure manufacturing process and drill multiple horizontal wells from a single pad. In this interview with The Energy Report, Smith tells us why a few of the companies in his fund had a stellar 2013, and why they could go even higher in 2014. (12/5/13) More >


Thomas Drolet

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet

Not all energy options are equally good, says Thomas Drolet, principal of Drolet & Associates Energy Services Inc. Using an "Energy Return on Energy Invested (EROEI)" calculation to decide which energy sources yield the most for the least energy investment, Drolet sees hydroelectricity, natural gas, uranium and coal at the top of the list. Drolet adds that the need for reliable power will keep baseload power fueled by uranium and coal at the center of the world's electricity systems for many years, but he tips The Mining Report to some technologies looking for investment that can help make coal a more environment-friendly fuel. (12/3/13) More >


Read more Streetwise Exclusives. . .

including Xavier Grunauer: Small Oil and Gas Companies Are Rising Stars in Latin America. (11/26/13) More >

Newsletter Briefs

"CPT is a well managed company with a great property at Vista." (12/3/13) Coalspur Mines Ltd. - The Mining Report Interview with Thomas Drolet More >

"Of note is SYH, which has properties in the Patterson Lake South area and is part of the Western Athabasca Syndicate." (12/3/13) Skyharbour Resources Ltd. - The Mining Report Interview with Thomas Drolet More >

"ZC has an interesting business model; it scours various countries for investments and nurtures a stable of companies." (12/3/13) Zimtu Capital Corp. - The Mining Report Interview with Thomas Drolet More >

"EFR has a strong balance sheet and a highly experienced management team." (11/27/13) Energy Fuels Inc. - Jim Wallingford, Seeking Alpha More >

"MVN's Alberta assets can help support cash flow and operations while the company continues to develop its large asset base in the southern cone." (11/26/13) Madalena Energy Inc. - The Energy Report Interview with Xavier Grunauer More >

"Bringing an alternative pipeline on-line will allow MMT to produce more, generate more cash and at the end of the day, increase its dividend." (11/21/13) Mart Resources Inc. - The Energy Report Interview with Amin Haque More >

Expert Analysis

"URZ shouldn't have an issue getting its loan approved." (12/1/13) Uranerz Energy Corp. - Ivan Lo, The Equedia Letter More >

"FCU should have enough cash to advance PLS another couple of drill programs." (11/27/13) Fission Uranium Corp. - Joe Mazumdar, Canaccord Genuity More >

"TPL is a company of above-average quality and with strong long-term business growth." (11/25/13) Tethys Petroleum Ltd. - Sadif Research More >

"KUB received an impressive $8.4M total cash dividend this year." (11/22/13) Cub Energy Inc. - Jin Yan, Casimir Capital More >

"AAZ is taking advantage of a sustained depressed uranium price to acquire concessions at relatively low cost." (11/22/13) Azincourt Uranium Inc. - Mick Carew, Haywood Securities More >

"ETP has positioned itself as a premier, vertically integrated midstream services provider." (11/21/13) Energy Transfer Partners L.P. - Darren Horowitz, Raymond James More >