Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks
Source: Tom Armistead of The Energy Report 10/16/2014
Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right.
Energy Master Limited Partnerships Go Mainstream: Baird's Ethan Bellamy
Source: Peter Byrne of The Energy Report 10/09/2014
As Robert W. Baird & Co.'s Ethan Bellamy explains, master limited partnerships are yield-producing investments that can bring remarkable returns to smart investors and provide short-term buy-sell profits. In this interview with The Energy Report, Bellamy discusses a fistful of partnerships worth an investor's dollars.
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 10/02/2014
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.
Kal Kotecha: Going Against the Grain in Five Names
Source: Brian Sylvester of The Mining Report 09/30/2014
Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report.
Keep Truckin': Russell Stanley on How to Snap Up Growing Energy Services Companies
Source: Peter Byrne of The Energy Report 09/25/2014
The oil and gas fields in western Canada are sucking up rental equipment, trucking services and well site accommodation services like the proverbial black hole. Russell Stanley of Jennings Capital, an expert on mergers and acquisitions, knows how to find the margin in the increasingly profitable energy service industry, and explains the rules of this investment game to The Energy Report.
Sprott Fund Manager Jason Mayer's Guide to Resource Stock Profits
Source: JT Long of The Mining Report 09/23/2014
Miners are having a tough time getting funded, and although Canadian oil and gas has performed well over the last few quarters, some companies might be overvalued. No wonder investors are confused. In this interview with The Mining Report, Jason Mayer of Sprott Asset Management examines near- and long-term plays that look poised to deliver returns, and shares his criteria for selecting profitable investments in volatile resource markets.
Looking for Lithium Mega-Deals with Thibaut Lepouttre
Source: Peter Byrne of The Energy Report 09/17/2014
Where will Tesla Motors get the tons of lithium it will need to make advanced batteries at its Nevada gigafactory? Is there an opportunity for profit in lithium mining as supply shrinks? For an answer, The Energy Report caught up with Thibaut Lepouttre at his home base in Belgium, where he edits Caesars Report, a newsletter that analyzes international mining projects. In addition to the lowdown on lithium, Lepouttre talks about several low-profile firms with phosphate and uranium mining projects.
Where to Look for Yield During a Time of Low Gas Prices: Elliott Gue
Source: Peter Byrne of The Energy Report 09/11/2014
With gas prices stuck at historic lows for the foreseeable future, bored investors can look toward master limited partnerships to increase profit yields on energy portfolios. Elliott Gue, energy investment strategist of Capitalist Times, spends his day finding great energy deals in the margins and curves. In this interview with The Energy Report, Gue does the dirty work and gives us his strategy so that investors can golf, yacht, and have fun without worrying about losing the value of their savings to inflation.
Malcolm Gissen and Marshall Berol: Welcome to the Golden Era of Oil & Gas
Source: Kevin Michael Grace of The Energy Report 09/11/2014
Few things in life are certain, but Encompass Fund managers Malcolm Gissen and Marshall Berol are convinced that the world needs much more energy, and that this is great news for oil and gas companies and their investors. In this interview with The Energy Report, Gissen and Berol highlight eight oil and gas producers with potential for dynamic expansion, and two premium companies in the burgeoning sector of oil and gas services.
Oil Field Services Surprise: Brandon Dobell on the Upstart that Could Compete with the Big Three
Source: Tom Armistead of The Energy Report 09/04/2014
Consolidation is coming to the oil and gas industry, says Brandon Dobell of William Blair & Co. As economic recovery takes root, oil prices will stabilize at current levels and interest rates will remain low, creating conditions for mergers and acquisitions among explorers and producers and, in a ripple effect, among the oil field service companies they employ. In this interview with The Energy Report, Dobell offers a surprising prediction for a service company he expects to see playing in the big leagues soon.
How is Doug Casey Preparing for a Crisis Worse than 2008? He and His Fellow Millionaires Are Getting Back to Basics
Source: JT Long of The Mining Report 09/02/2014
Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value.
Canaccord's Luke Smith: Five Aussie Companies with Cash Flows, Low Costs and MOUs
Source: Kevin Michael Grace of The Mining Report 08/26/2014
Now more than ever, only select mining companies are attracting investors. Luke Smith, head of mining research for Canaccord Genuity in Melbourne, argues that low costs, increasing cash flows and improved net cash positions are crucial for gold companies. Solid contracts with end-users and strong institutional support are crucial for commodities. In this interview with The Mining Report, Smith highlights two undervalued Australian gold companies and three Australian companies in graphite and lithium that have already seen explosive share growth and appear poised for even greater gains.
Ethan Park Expects to Harvest a Bumper Crop from Potash and Phosphate Juniors
Source: Peter Byrne of The Energy Report 08/26/2014
Ethan Park of Extract Capital could teach a college graduate-level course on the differences between phosphate and potash. Park's basic advice to The Energy Report: Don't miss out on making money with these essential commodities just because they smell like, well, fertilizer.
Musings on the Second Great Recovery Experiment and the Promise of Natural Gas: Ron Muhlenkamp
Source: Tom Armistead of The Energy Report 08/21/2014
Like the economy as a whole, the Muhlenkamp Fund is still struggling to extricate itself from the morass of the Great Recession. Ron Muhlenkamp, founder of Muhlenkamp & Co. Inc., sees a forerunner to this downturn in the 1980–82 recession. In this interview, he tells The Energy Report how good policy ended the earlier slowdown and set the stage for two decades of prosperity. He also explains why bad policy is hampering recovery now, and what this means for investors.
Jim Collins: Five Names to Love from the LD Micro Conference
Source: Streetwise Reports' Special Situations Staff 08/20/2014
The conference circuit can be a brutal one, with scores of companies vying for investor attention, but some vendor halls hold more opportunities than others. In this interview with Streetwise Reports' Special Situations, Jim Collins, author of The Portfolio Guru, shares his finds from the productive LD Micro Conference, an event he describes as a "micro-cap love-in." He details a quintet of investing opportunities, from areas as varied as deep-sea exploration support services, Wi-Fi energy delivery and drinks for kids.
Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters
Source: Brian Sylvester of The Mining Report 08/19/2014
Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions.
America's First Oil Sands Producer and Other Natural Resources Surprises: Peter Epstein
Source: Tom Armistead of The Energy Report 08/14/2014
The natural resources space has been difficult in recent years. Potash prices collapsed, uranium spot prices hit a nine-year low, the gas market was in glut. Only oil has stayed strong. But Peter Epstein of MockingJay Inc. has found some gems in the resource rubble, and foresees better times ahead. In this interview, Epstein tells The Energy Report who stands to capture the graphite market, how to catch the next wave in potash, and offers his thoughts on when investors might catch a break in the uranium market.
Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?
Source: JT Long of The Mining Report 08/12/2014
Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst.
Looking for the Next Big Thing? Jason Sawatzky Has a Suggestion
Source: Tom Armistead of The Energy Report 08/07/2014
For Jason Sawatzky, the word is "oilfield services." They are not glamorous, but they are necessary, and Canada's explorers and producers need oilfield services as they prepare to fill pipelines with natural gas to be liquefied and exported. AltaCorp Capital's director of institutional equity research tells The Energy Report that Canada is pushing hard to approve liquefied natural gas plants, and Canada's proximity to Asian markets gives it an edge. A whole portfolio of companies is poised to support and profit from the business opportunities that will come with that industry.
David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?
Source: Peter Byrne of The Mining Report 08/05/2014
Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet.
Africa: New Land of Opportunity? Ashley Kelty Points to the Positives
Source: Tom Armistead of The Energy Report 07/31/2014
Oil and gas plays in Africa are no day at the beach, but they are more promising than the press would suggest, says Ashley Kelty, oil and gas equities analyst at Cenkos Securities Plc. Africa has locals with oil patch skills, abundant, accessible reservoirs and less volatile fiscal regimes than investors might think. In a wide-ranging interview with The Energy Report, Kelty riffs on shale in the U.S., basement reservoirs throughout the world and the news out of Africa. The investment opportunities are many.
John Chu: Investors Can Feast on Fertilizer Yields
Source: Kevin Michael Grace of The Mining Report 07/29/2014
As the world grows ever larger, its people demand more and better food. This trend will continue to benefit investors in fertilizer companies, declares John Chu of AltaCorp Capital Inc. In this interview with The Mining Report, Chu explains that a near-term supply crunch is good news for juniors and highlights four companies with projects than can meet demand, as well as a revolutionary Canadian company that is pioneering agricultural streaming.
From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects
Source: Tom Armistead of The Mining Report 07/29/2014
Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train.
Steve Palmer Buys the Summer Sleepers
Source: Peter Byrne of The Energy Report 07/24/2014
Steve Palmer, founder of AlphaNorth Asset Management, has a "buy cheap, sell dear" investment strategy that wins, as the outperforming return on one of his investment funds demonstrates. In this interview with The Energy Report, Palmer unveils a handful of resource stocks that are slumbering through the summer doldrums, gathering strength for the Fall Revival, when undervalued stocks soar.
Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays
Source: Brian Sylvester of The Mining Report 07/22/2014
Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas.
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