Extra: Jeb Handwerger Predicts New Wave of Lithium and Graphite Winners in Wake of Tesla Deal
Source: JT Long of The Energy Report 09/22/2015
Don't buy things that are trending on Twitter or the front page of USA Today, warns Gold Stock Trades publisher Jeb Handwerger. Buy them when they are unloved and on the back page. In this interview with The Energy Report, he singles out the unloved companies that could become media darlings in the coming boom in energy metals, uranium and—eventually—oil sectors. And he stresses the importance of the single most important commodity in the investing space ever—time.
Thomas Drolet Warns of a Coming Grand Canyon of Uranium Supply Deficit and Shares Three Ways to Profit by It
Source: JT Long of The Energy Report 09/15/2015
A Grand Canyon of supply deficit is opening up in the uranium markets, with 66 nuclear reactors under construction globally and more restarting in Japan. As Russia and China shore up their supply chains in Kazakhstan and elsewhere, the rest of the world could be scrambling for new sources to keep the lights on. In this interview with The Energy Report, Thomas Drolet, head of Drolet & Associates Energy Services, illuminates junior companies in the Athabasca Basin, southern Alberta and South America that could be strategic sources for countries shoring up domestic supply and for majors that need replacement resources.
Veteran Investment Strategist Joe McAlinden Reverses View, Predicts Recovery for Gold, Oil and Housing
Source: Gordon Holmes of The Gold Report 09/14/2015
With the markets in whiplash mode, Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management, believes volatility is going to stick around for a while, and we might see a correction double of what we've had so far. In this interview with The Gold Report, McAlinden bucks conventional wisdom to argue that an interest rate hike is good for gold and oil, and lays out his investing strategy for this period of market uncertainty.
Flinders CEO Blair Way: What Tesla Needs to Know About the Graphite Sector
Source: Special to The Gold Report 09/08/2015
Tesla's moves toward manufacturing auto and home storage has set off a buzz of misunderstandings and opportunities in the graphite space as some 40 TSX and ASX junior miners position themselves to meet anticipated increased future demand for this critical mineral. In this interview with The Gold Report, Flinders Resources CEO and President Blair Way shares the four factors to consider when analyzing a graphite company. Warning: It is a very different proposition than investing in a gold company.
NexGen Energy: A Bold New Uranium Venture for a World in Short Supply
Source: Peter Byrne of The Energy Report 09/08/2015
NexGen Energy Ltd. has a strong, well-focused uranium project located in the cornucopia of the Athabasca Basin. Without hype, CEO Leigh Curyer and Corporate Development Manager Travis McPherson, part of an experienced team of "pure-play uranium professionals," make the case for investment in a project with obvious legs.
Keith Schaefer Picks the Companies You Will Want to Own If the Conservatives Win in Canada
Source: JT Long of The Energy Report 09/01/2015
Canadian natural gas prices have held up so well that the majors are taking strategic positions to prepare for an eventual demand spike. But the paydays could be delayed depending on the outcome of the Canadian federal election on Oct. 19. In this interview with The Energy Report, conducted on Aug. 26, Oil and Gas Investments Bulletin Publisher Keith Schaefer outlines the sectors that will profit first from a reversal in oil and gas prices, and what he is doing to position his readers for success.
Can Tesla Make Winners Out of These Lithium Players?
Source: Claudia Avalos of The Energy Report 08/31/2015
Tesla Motors Inc. (TSLA:NASDAQ), long known for its ability to keep its buzz machine churning, gave lithium investors something to get excited about this weekend. On Friday, Bacanora Minerals Ltd. (BCN:TSX.V) and Rare Earth Minerals Plc (REM:LSE), owners of the Sonora Lithium Project, announced that they had finalized a conditional, long-term lithium hydroxide supply agreement with the car and battery giant. The Energy Report reviewed the commentary of leading lithium experts Simon Moores and Chris Berry to anticipate what the new agreement may mean for the sector.
Uranium Has a New Hot Spot: Haywood's Mick Carew
Source: Brian Sylvester of The Energy Report 08/18/2015
Several developments in the uranium space, including the restart of a reactor in Japan that has been offline since the Fukushima disaster, have primed the commodity for a price surge. In this interview with The Energy Report, Mick Carew, research analyst with Haywood Securities, explains how, in addition to the Japanese restart, expansion in the Athabasca Basin is bolstering prospects for consolidation in the sector, and describes how a Brazilian phosphate company with a first-rate product might produce for portfolios.
How AlphaNorth's Steve Palmer Copes with the Commodity Blues
Source: Peter Byrne of The Energy Report 08/11/2015
Steve Palmer's AlphaNorth funds have a history of making high returns from investments in Canadian commodity juniors, including energy and gold plays. With regard to the current commodity markets, however, Palmer pulls no punches: Profits are not easy to reel in. But the downturn does not signal the end of the world. Commodity markets change cyclically, and there is money to be made buying undervalued energy and precious metal juniors, including the handful of companies Palmer names in this interview with The Energy Report.
Randall Abramson Locks On to Unusual Bargains at Today's Oil Prices
Source: Brian Sylvester of The Energy Report 08/04/2015
To profit in the current oil and gas space, investors have to move down the food chain to find "unusual bargains," says Randall Abramson, CEO and portfolio manager with Toronto-based Trapeze Asset Management. Abramson expects global demand to return oil to $75–85/barrel inside 12 months, which means you won't have to wait long to see those bargains rise with the tide. In this interview with The Energy Report, Abramson discusses several bargains in the junior oil and gas space, as well as a handful of serviceable service names.
Experts' Guide to Getting the Most Out of Company Presentations
Source: JT Long of The Gold Report 07/28/2015
What can you really learn from the fuzzy project diagrams, site photos and columns of numbers often shown in dark rooms at conferences? A lot, if you know what you are looking for, according to the experts. Beyond the warnings about forward-looking statements, corporate presentations often contain the details that could make or break a project's economics. And many companies time the release of important information to coincide with events like the
Sprott-Stansberry Natural Resource Symposium, going on now in Vancouver. For those who weren't able to make the trip or are doing their homework in a hotel room somewhere, The Gold Report asks veteran investors what they look for in a corporate presentation when evaluating a possible opportunity. As a bonus, we included links to several company presentations shown in Vancouver so you can practice your analyzing skills.
World's Increasing Appetite Points to Upside for Ag Input Companies: Paradigm's Spencer Churchill
Source: Special to The Energy Report 07/28/2015
A rising middle class in Asia and elsewhere means an increasing demand for food. Paradigm Capital Analyst Spencer Churchill uses the stock-to-use ratio to predict grain prices, and that methodology leads him to predict price support/appreciation for a handful of major crops in 2015–2016. In this interview with The Energy Report, Churchill examines agricultural trends and discusses companies that can benefit from the world's increasing appetite, including one company with a streaming model unique in the ag sector.
Winning the Hunger Games: Tom Wallace on How to Choose Successful Agriculture Investments
Source: Tom Armistead of The Energy Report 07/21/2015
Starting with the premise that people have to eat, The Agletter Editor Tom Wallace has found productive fields in the many subsectors of the ag investment space. Without discounting the risks, he explains to The Energy Report how investors can recognize and hedge those risks. Wallace also names three favorite companies that span the spectrum, from planting the seed to foodstuff.
Baby Steps: Mackie's Bill Newman Finds Oil & Gas Plays that Produce No Matter What
Source: Staff of The Energy Report 07/14/2015
Volatility in the oil and gas markets continues, with prices plunging yet again in the recent chaos surrounding Greece's default negotiations and other global political and economic uncertainties. But a rebound is inevitable, and Mackie Research's Bill Newman has his eye on companies that have managed to grow, step-by-step, even in hard times. In this interview with The Energy Report, Newman identifies companies with individual stories that will, in the end, defy the trend.
China, Greece and the NYSE: Black Swans or Red Flags?
Source: Special to The Gold Report 07/09/2015
Scary. That is the word that kept coming up over and over as the news came in this week. Greece technically defaulted. The Shanghai Composite index dropped some 30%. And then a computer glitch caused the NYSE to be down for three hours. Are these headlines just blips on the equities markets? Do they have long-term implications for resource stocks? To answer these questions, we did what we do best at The Energy Report and asked the experts what is causing all the black swans and what they are doing to protect themselves.
Proven and Productive: BNK Petroleum Pumps Growth from Shale Properties
Source: Tom Armistead of The Energy Report 07/07/2015
BNK Petroleum Inc. operates on some very productive property in the Oklahoma oil and gas shale and is making progress on developing shale resources in Europe. As oil prices strengthen, company President and CEO Wolf Regener describes how his seasoned management team has positioned the company to grow again. In this interview with The Energy Report, Regener lifts the veil on BNK's activities both at home and abroad.
Matt Badiali's Methods for Investing in 'Cowboyistan'
Source: JT Long of The Energy Report 07/07/2015
The best way to make money from the shale oil boom in Cowboyistan—the Bakken, Permian Basin and Eagle Ford shales located in North Dakota and Texas—may be the service providers. Master limited partnerships building pipelines to ship oil from newly cracked shale, and companies producing frack sand, will be hot stock prospects as the price of oil inches up. In this interview with The Energy Report, S&A Resource Report editor Matt Badiali shares the names he is researching in both the pipeline and fracking equipment and materials spaces.
Marin Katusa: Tricks Anybody Can Use to Out-Invest the Top Fund Managers
Source: Karen Roche of The Energy Report 06/30/2015
You don't have to be a geologist or a workaholic fund manager to spot deals in the natural resources space—although it helps if you know a good one. Focus on the people behind the company, find out if they have skin in the game, and wait until you can get in at a lower price than their price. Then be patient. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares some of the names in the uranium and oil and gas space that could add up to future profit for any investor.
VSA Capital's Paul Renken Follows the Flow of Risk Capital into the Battery Space
Source: Brian Sylvester of The Energy Report 06/23/2015
Paul Renken, mining analyst with London-based VSA Capital, says risk capital is being invested ahead of actual consumer demand in the high-technology battery/electric vehicle sector, and believes the "if-you-build-it-they-will-come" mentality pervading the space is an investment wave of the future. In this interview with The Energy Report, Renken offers insight into what he wants in battery materials equity plays, as well as in uranium and fertilizer plays, all of which are primed to power energy portfolios.
'Rent' the Oil Space to Blunt the Jagged Downside of Volatility: Paradigm's Ken Lin
Source: JT Long of The Energy Report 06/16/2015
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. In this interview with The Energy Report, Lin outlines eight companies with underlying strength.
Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing
Source: JT Long of The Gold Report 06/15/2015
What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle.
Uranium Got You Down? Better Days Are Ahead: Cantor Fitzgerald Canada's Rob Chang
Source: Tom Armistead of The Energy Report 06/09/2015
Uranium's price has been low and stagnant for years, but that's going to change, says Rob Chang of Cantor Fitzgerald Canada. Chang foresees volatility as the 2020 uranium deficit draws closer and demand for the limited stockpile drives the price up. In this interview with The Energy Report, the analyst points out that investors can find bargains throughout the space, and describes a handful of companies he considers particularly interesting.
How to Ride the Lithium Battery Boom: JGL Partners' Jonathan Lee
Source: Tom Armistead of The Energy Report 06/02/2015
Tesla's Gigafactory and Powerwall, plus other proposed battery plants and uses, are sparking a surge in demand for lithium, says Jonathan Lee of JGL Partners. 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. The lithium space is small and entrenched, but the widening gap between supply and demand is prying an opening for new entrants, which Lee believes provide the best investment opportunities in the sector.
U.S. Global's Brian Hicks Shares His Summer Plans for Creating the Ultimate Resource Fund
Source: JT Long of The Energy Report 05/26/2015
You may want to rethink those tickets to Hawaii, and instead spend the summer basking in the opportunities developing in three different sectors of the oil market. In this interview with The Energy Report, U.S. Global Resources Fund Manager Brian Hicks shares the names of the juniors that could benefit from the current volatility. 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.
Now Is the Time to Own the Oil & Gas Leaders: Keith Schaefer
Source: Tom Armistead of The Energy Report 05/19/2015
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. As Keith Schaefer tells The Energy Report, that means it's time to be nimble, and to keep small positions until oil finds a stable new price level.
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