Two Overlooked Streaming Stocks with Huge Upside Potential
Source: Jason Hamlin for The Gold Report 05/19/2016
Streaming/royalty stocks have been darlings of the commodity investment world. In the precious metals sector, this type of company provides financing for mining companies in the form of an upfront cash payment in exchange for a percentage of production or revenues from the mine. Jason Hamlin of Gold Stock Bull profiles two streamers often overlooked by investors.
Three Overlooked, Undervalued Picks for Today's Energy Market
Source: Chen Lin 05/12/2016
The energy sector is a tricky place to invest right now, with a fine line separating the next bankruptcy candidate from a tenbagger. Chen Lin of the popular newsletter What Is Chen Buying?, What Is Chen Selling? helps investors navigate this minefield with three companies he believes will come out on top.
Energy Sector Showing Sell Signals
Source: Jack Chan for The Energy Report 05/09/2016
When Will Uranium Emerge from the Shadow of Fukushima?
Source: The Energy Report 05/09/2016
Joe Reagor of ROTH Capital Partners explains the factors that have kept uranium spot prices down, how much longer they will be in effect, and why uranium should be on investors' radar screens today. He also discusses four uranium companies that are in position to benefit from the looming uranium shortage.
Some of Brien Lundin's Precious Metals Picks Are Up More Than 400%. What Is Next?
Source: Patrice Fusillo of The Gold Report 05/03/2016
A battle royale is brewing between gold bulls and commercial traders who are short gold, says Brien Lundin, publisher of Gold Newsletter. That tug of war, which should play out in the coming weeks, could result in either a severe correction or a spectacular rise in the price of gold and silver. No matter which way it goes, in this interview with The Gold Report, Lundin recommends that investors continue to look at companies with world-class resources that are still being priced at a fraction of what their values should be. Lundin should know; some of his recommendations are up more than 400% from December and January.
Low Prices for Oil Cure Low Prices for Oil
Source: Bob Moriarty 04/27/2016
Back-to-Back Good News for Nevada Energy Metals
Source: Keith Kohl 04/27/2016
Not long after Nevada Energy Metals expanded its presence in the Clayton Valley, the company announced it added claims to its San Emidio property. Keith Kohl of Oil & Gas Trader explains what this means to investors.
LiTHIUM X Is Not Alone—Profiling This Marketplace Darling and Others in the Sweet Spot
Source: Patrice Fusillo of The Gold Report 04/25/2016
After several years of bear markets for miners, many mining equities have lept upward in the last few months. LiTHIUM X Energy ranks among the leaders of the pack, up many-fold. Barry Allan, vice chair of mining at Mackie Research, and Research Analyst Ryan Hanley put out a report in March for the PDAC convention, highlighting a number of promising mining companies. In this interview with The Gold Report, Allan and Hanley profile a handful of those companies, including LiTHIUM X.
Torchlight Energy: Unlocking Value into the Oil Bear
Source: Dallas Salazar of Capgainr.com 03/17/2016
The low price of oil has meant that a lot of companies are going broke, but not so with Torchlight Energy. A subsidiary of D.R. Horton is spending $50 million, fully funding the development of Torchlight's Orogrande project over the next 24 months.
Source: Joe McAlinden for The Gold Report 03/02/2016
A cacophony of recession chatter is filling the airwaves. Some experts are already declaring we are in one while others are raising warning flags. Their message has not been lost on the masses: Google searches for the word "recession" have risen to the highest level since 2012. Interestingly, many commentators cite the 20% decline in global stock prices as the warning signal, if not the cause. But veteran investor Joe McAlinden believes the U.S. economy will continue to expand in the year ahead.
Graphite: What iPhones, NASCAR and Tesla Have in Common
Source: Special to The Gold Report 02/29/2016
Focus Graphite CEO and Director Gary Economo says the tipping point is coming for natural flake mining developers—even during a depressed commodities cycle. This optimistic view is based on the urgent necessity of manufacturers today to source those critical materials and technologies needed to meet globally mandated CleanTech targets in advance of a 2020 deadline. Focus, says Economo, is on strategic trajectory to capitalize on global change with his company's high-purity graphite deposit, Lac Knife in Quebec.
Brian Bagnell's Tips for Smart Oil and Gas Investing
Source: Tom Armistead of The Energy Report 02/04/2016
In today's tough price environment where most oil and gas juniors are losing money, a strong balance sheet is the key to survival, says Brian Bagnell. Access to liquidity will also help these companies hold on until prices rise again. Bagnell, a research analyst for Macquarie Capital Markets, tells The Energy Report he expects a gradual turnaround to begin late this year, and gives his tips on identifying companies that can weather the storm.
Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance?
Source: JT Long of The Energy Report 01/26/2016
There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended.
Chen Lin: Chinese Volatility Could Fuel a Lithium-Price Rocket Launch
Source: JT Long of The Energy Report 01/19/2016
When China's stock market started cratering at the beginning of the year, veteran investor and newsletter writer Chen Lin was rubbing his hands in anticipation of the opportunities that would be opening up, particularly in lithium and natural gas. In this interview with The Energy Report, the author of What is Chen Buying? What is Chen Selling? shares his insights on what pushed battery-grade lithium prices up fourfold and which companies could benefit from a continued supply-demand imbalance. As a bonus, he also lists the three companies he thinks could take advantage of high overseas natural gas prices to actually return money to investors in the energy space.
Dundee's David Talbot Says Green Energy Trend Is Your Friend
Source: Brian Sylvester of The Energy Report 01/05/2016
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.
A Year of Tips for Winning the Natural Resource Investment War
Source: The Energy Report Staff 12/29/2015
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.
Gear Up for a Violent Uranium Price Spike: Cantor Fitzgerald's Rob Chang
Source: Kevin Michael Grace of The Energy Report 12/22/2015
The price of uranium is still in the doldrums, but that will change soon—and violently, says Rob Chang of Cantor Fitzgerald Canada. In this interview with The Energy Report, he explains that electric utilities will begin to run short of fuel even before 2020, when 33 additional reactors are expected to come on line. With that in mind, Chang predicts that prices could triple in the next few years, and highlights a half-dozen equities that will likely supply the increased demand and thereby deliver multiples to investors.
Shale Investing 101: Matt Badiali Reveals the Science Behind Oil Investments that Pay Off Big Time
Source: JT Long of The Energy Report 12/08/2015
As Matt Badiali, geologist and editor of the Stansberry Resource Report, explains, it has only been in the last few decades have we learned to release the potential of the massive oil and gas reservoirs in the U.S. Now we are learning how to tell if a shale project will be profitable. In this Energy Report article, he shares three names he is watching closely.
Is There a Bright Spot in Commodities? Ask Paul Renken
Source: Tom Armistead of The Energy Report 11/10/2015
Demand for commodities is in the doldrums, but the fundamentals of uranium and lithium are favorable when compared with other materials, says Paul Renken, mining analyst for VSA Capital Ltd. In this interview with The Energy Report, Renken notes that rising demand for batteries will soon exert pressure on lithium production capacity and that well-placed uranium juniors are in position to meet demand from nuclear power plants now in development. Investors must be patient, but diligent selection will be rewarded.
Marin Katusa's Transformative Vision of a Post-Fission/Denison Merger Uranium World
Source: JT Long, The Energy Report 11/03/2015
Investors have spoken, and they said they don't want a merger of Fission Uranium and Denison Mines. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares his insight on why Fission investors rejected the deal and where he is finding value in the uranium and oil sector today.
U.S. Global's Frank Holmes and Brian Hicks: The One Essential to Transform Your Resources Portfolio? Patience.
Source: JT Long of The Energy Report 10/27/2015
For investors willing to take a long-term view on their resource portfolios, this could be the best of times, says U.S. Global Investors CEO and Chief Investment Officer Frank Holmes. If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market. In this interview with The Energy Report, Fund Manager Brian Hicks shares the names of the juniors farther up the food chain that he is adding to the fund.
Why Opportunistic Investor Chen Lin Is Hoping for $20/Barrel Oil
Source: JT Long of The Energy Report 10/20/2015
A quick drop to $20/barrel oil could be the best thing for energy companies with enough cash in the bank to take advantage of the sharp bounce predicted in the wake of such a dramatic fall. In this interview with The Energy Report, newsletter writer Chen Lin names two companies that could not only survive the oil price downturn, but also are perfectly positioned in the global market to start generating barrels of cash for investors.
Jim Collins Prescribes Five Micro-Cap Names to Build Portfolio Immunity
Source: JT Long of Streetwise Reports' Special Situations 10/08/2015
In a volatile macroeconomic world, micro caps can offer some immunity as they move based on company news rather than front page headlines. But you have to pick your companies carefully. In this interview with Streetwise Reports' Special Situations, Jim Collins, founding partner of The Portfolio Guru, shares the names of a handful of companies he found in his travels to the LD Micro Conference and beyond.
Piper Jaffray's Brett Wong: How to Profit from Government Mandates in Biofuels
Source: JT Long of The Energy Report 10/06/2015
New proposed EPA requirements for the renewable fuel standard program, combined with challenging sugarcane harvests in South America, could increase demand for biodiesel, creating opportunity in a struggling energy sector. In this interview with The Energy Report, Piper Jaffray Analyst Brett Wong names a growing company that could profit from government mandates.
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.
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