Oil & Gas - Exploration & Production Recommendations

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (10/13/17) "POE's drilling of ANGGUN-1X could commence late Q2/18 or early Q3/18."

The Energy Report Interview with Bill Newman (9/14/17) "Next year we expect POE will drill the Anggun prospect, which has been somewhat derisked by the results of the AUY-1X well."

Jericho Oil Corp.

Clive Maund, CliveMaund.com (9/4/17) "JCO is considered to be one of the best oil investments around, so holders should stay long and new purchases are in order at this juncture."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (8/28/17) "POE has elected to drill a sidetrack from the AYU-1X well bore now."

Bill Newman, Mackie Research Capital (8/17/17) "If successful, POE's AYU-1 could substantially impact the stock price."

Jericho Oil Corp.

Clive Maund (8/4/17) "JCO a relatively young company has taken advantage of the weakness of the oil price in the last several years to buy up good properties and wells."

Pan Orient Energy Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (7/31/17) "POE finally spudded the well last week; I have been waiting for this."

Jericho Oil Corp.

Thibaut Lepouttre, Caesars Report (6/15/17) "JCO is still working towards becoming a mid-tier oil producer in the United States."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (5/18/17) "The well at POE's AYU-1 location is expected to spud in late June."

Jericho Oil Corp.

Thibaut Lepouttre, Caesars Report (5/6/17) "JCO has reported all results based on its effective interest in the properties, which provides us with a very clean overview."

Torchlight Energy Resources Inc.

Dallas Salazar, Medium (4/25/17) "TRCH brought oil to the surface via a vertical well at Hazel."

Jon Prior, Dallas Business Journal (4/17/17) "TRCH has closed on an $8M debt raise."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (3/24/17) "POE's AYU-1 exploration well is expected to spud in late April."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/28/17) "POE is very strong heading into its Indonesia drilling in late March."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/14/17) "I am pleased to see POE strongly head into the drilling scheduled next month."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (1/12/17) "I am very pleased to see POE is making good progress at East Jabung; individual investors seldom get into this kind of world-class asset."

Bill Newman, Mackie Research Capital (11/17/16) "POE'S high-impact well will spud in Q1/17."

Torchlight Energy Resources Inc.

The Energy Report Article by Dallas Salazar (11/15/16) "TRCH continues to show consistent operational progress, growing its deep value while improving its top-end monetization potential."

The Energy Report Article by Bob Moriarty (11/14/16) "TRCH has been doing everything right."

Pan Orient Energy Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (11/4/16) "POE is very close to the key catalyst of East Jabung."

Bill Newman, Mackie Research Capital (11/2/16) "POE is in a strong financial position and has high-impact exploration potential in Indonesia."

Alkane Resources Ltd.

Tom Hayes, Edison Investment Research (10/25/16) "ALK has signed an MoU with Siemens relating to its flagship Dubbo Zirconium Project."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (8/17/16) "We maintain our Buy recommendation on POE's strong financial position and high-impact exploration potential in Indonesia."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (8/17/16) "The time for POE is finally coming, should be the next 6-12 months."

Royal Dutch Shell Plc

D.M. Martins Research, Seeking Alpha (8/2/16) "We believe RDS is in position to take advantage of higher natural gas prices."

NexGen Energy Ltd.

Jamie Spratt, Clarus Securities (6/13/16) "NXE reported positive radioactivity results from three holes that confirm a new zone of mineralization."

Royal Dutch Shell Plc

Carl Surran, Seeking Alpha (6/8/16) "RDS.A's accountability, organizational effectiveness and shareholder value stand to increase considerably."

Pan Orient Energy Corp.

Stockwatch Daily (5/26/16) "POE's JV with Talisman provides the funds to fully cover the first exploration well."

Bill Newman, Mackie Research Capital (5/19/16) "We maintain our BUY recommendation for POE based on its strong financial position."

The Energy Report Article by Chen Lin (5/12/16) "When Talisman starts drilling at POE's East Jabung, it will be one of the most followed events in the energy space."

NexGen Energy Ltd.

David Sadowski, Raymond James (5/9/16) "NXE is our top uranium pick for exposure to what we view as the best uranium discovery globally in over 25 years."

Royal Dutch Shell Plc

Nilanjan Choudhury, Zacks Investment Research (5/4/16) "RDS had better-than-expected first-quarter earnings on higher production and aggressive cost cutting measures."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (4/26/16) "POE's drilling on East Jabung represents substantial resource upside."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (4/18/16) "POE stock has very little risk at the current level; that's why insiders are buying it hand over fist."

Cub Energy Inc.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (4/18/16) "I also like CUB Energy Inc. (KUB.v) as a high risk high reward energy play"

Royal Dutch Shell Plc

Zacks Investment Research (3/30/16) "RDS is considering divestment of some of its North Sea assets."

Pan Orient Energy Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (3/24/16) "I believe POE should appreciate a few folds even before the drilling begins."

Bill Newman, Mackie Research Capital (3/23/16) "POE has high exploration potential in Indonesia."

BNK Petroleum Inc.

Brian Bagnell, Macquarie Capital Markets (3/11/16) "BKX's wells are outperforming the reserve evaluator's PDP type curve."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (2/23/16) "POE announced excellent final production test results from Sawn Lake."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/18/16) "POE's East Jabung drilling will be one of the most exciting programs in 2016."

Royal Dutch Shell Plc

Zacks Equity Research (2/16/16) "RDS has become the biggest liquefied natural gas firm in the world."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (2/5/16) "We maintain our Buy recommendation for POE, which could continue to make distributions to shareholders upon the monetization of assets in Thailand and Indonesia."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/2/16) "While many oil companies are going out of business, POE is paying me a handsome dividend."

Royal Dutch Shell Plc

Philip Waller, Proactive Investors (1/27/16) "RDS shareholders have backed its merger with BG Group."

BNK Petroleum Inc.

The Energy Report Interview with Samuel Pelaez (1/26/16) "BKX has been able to squeeze more oil out of every well in this play than anybody ever predicted."

Pan Orient Energy Corp.

The Energy Report Interview with Chen Lin (1/19/16) "POE is a company you can hold and collect a dividend from."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (12/16/15) "I am quite excited about POE in 2016."

BNK Petroleum Inc.

Michael Charlton, iA Securities (12/16/15) "BKX's Oklahoma asset has significant value."

Manitok Energy Inc.

Chad Ellison, Dundee Capital Markets (12/1/15) "MEI's farm out reduces its drill obligations."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (11/30/15) "We think POE's return of capital will be viewed positively by shareholders."

Royal Dutch Shell Plc

Fadel Gheit, Oppenheimer & Co. (11/20/15) "RDS' successful integration of BG could be a turning point for it."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (11/19/15) "POE's Q3/15 Thailand production was slightly higher than our forecast."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (11/19/15) "POE's stock is still my largest energy position today."

BNK Petroleum Inc.

Michael Charlton, iA Securities (11/9/15) "BNK's global cost cutting efforts and minimal capital spending are helping to maintain positive cash flow."

Royal Dutch Shell Plc

Trefis (11/2/15) "RDS has significantly improved downstream efficiency this year."

BNK Petroleum Inc.

The Energy Report Interview with Brian Hicks (10/27/15) "We feel like BNK is undervalued if you look at the reserves in the ground."

Royal Dutch Shell Plc

The Energy Report Interview with Brian Hicks (10/27/15) "RDS has been able to grow the dividends, in some cases, at very high, double-digit rates over the last decade."

Pan Orient Energy Corp.

The Energy Report Interview with Chen Lin (10/21/15) "POE has a lot of ways to be successful, and it is now selling at a rock-bottom price."

Bill Newman, Mackie Research Capital (10/20/15) "POE's strong finances and high exploration potential support our Buy recommendation."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (10/20/15) "POE's discovery could easily be worth $50M, which is its current market cap."

Bill Newman, Mackie Research Capital (10/16/15) "POE's test results from the Akeh-1 exploration/appraisal well are expected within 23 weeks."

Royal Dutch Shell Plc

theScreener (10/14/15) "In terms of valuation, RDS stock has very good potential."

theScreener (10/9/15) "RDS is fundamentally very undervalued compared to its theoretical fair price."

Torchlight Energy Resources Inc.

Streetwise Reports Special Situations Interview with Jim Collins (10/8/15) "TRCH drilled its first well on the Orogrande."

Royal Dutch Shell Plc

Trefis (10/5/15) "The BG deal will allow RDS to consolidate its leadership position in the global LNG market."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (9/25/15) "POE plans to test three intervals that may be hydrocarbon bearing."

Madalena Energy Inc.

Etienne Moshevitz, Alphastox.com (9/14/15) "MVN is a top pick in the international energy sector."

Royal Dutch Shell Plc

David Addison, Seeking Alpha (9/10/15) "RDS will likely emerge intact from the cyclical energy market."

The Energy Report Interview with Keith Schaefer (9/1/15) "RDS sees today as the bottom that sets it up for success at the top of the next cycle."

The Value Portfolio, Seeking Alpha (8/31/15) "RDS is a solid investment for those who think that this oil crash will be long and drawn out."

Ray Merola, Seeking Alpha (8/28/15) "The probability of an RDS dividend cut is highly unlikely."

Madalena Energy Inc.

Darrell Bishop, Haywood Securities (8/27/15) "MVN offers the lowest oil price risk among Canadian producers."

Michael Charlton, iA Securities (8/27/15) "MVN's Q2/15 average production, an 11% QOQ increase, was in line."

Bill Newman, Mackie Research Capital (8/27/15) "MVN reported Q2/15 production in-line with our forecast."

David Dudlyke, Dundee Capital Markets (8/26/15) "MVN's Q2/15 production benefited from strong results at the Loma Montosa well."

Royal Dutch Shell Plc

Pim Keulen, Seeking Alpha (8/24/15) "RDS is outperforming its major U.S. oil and gas competitors."

Pan Orient Energy Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (8/21/15) "POE is one of the best energy stocks for this downturn."

Hemisphere Energy Corp.

Michael Charlton, iA Securities (8/20/15) "HME's prudent and calculated approach to its capital program appears to be paying off."

David Ricciardi, Mackie Research Capital (8/20/15) "The credit facility renewal reflects the strength of HME's current asset."