Streetwise Exclusives


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.


Four Canadian Juniors Poised to Gain in the Oil and Gas Recovery: Angelos Damaskos
Source: Kevin Michael Grace of The Energy Report  05/12/2015

With crisis comes opportunity, as the saying goes, and Angelos Damaskos, principal adviser of the Junior Oils Trust, has capitalized on the panicked selloff of junior oil and gas companies to build positions in four promising names in Western Canada. In this interview with The Energy Report, he explains why oil prices could reach $75 per barrel in the near future, and why companies making good money now will make much more on the upswing, with great benefits to shareholders. In addition, he highlights two Australian companies with highly prospective projects.


Investment in Renewables Generates Illuminating Dividends: John McIlveen
Source: Tom Armistead of The Energy Report  05/06/2015

Renewable energy's days as the industry's disruptive stepchild are nearly over, says John McIlveen, senior vice president of Jacob Securities. Costs have fallen in recent years, making wind and solar competitive in a growing number of markets. In this interview with The Energy Report, McIlveen explains that 20-year take-or-pay contracts are turning renewable energy developers into steady, dividend-paying power producers, and he names the companies making the most of their opportunities.


Three Upstream MLPs with the Discipline to Succeed in the Coming Recovery: RBC Analyst John Ragozzino
Source: JT Long of The Energy Report  04/29/2015

Are you ready for $74 per barrel oil? In this interview with The Energy Report, RBC's John Ragozzino tells us he's anticipating a V-shaped oil price recovery that could bode well for upstream master limited partnerships, the companies that invest in oil and gas assets and have been hit hard by lower prices. He has followed MLPs through the highs and lows, and he knows which had the strength to hedge at the right times and which are liquid enough to take advantage of growth opportunities that could be right around the corner.


Ryan Castilloux's State of the REE Market Address
Source: Brian Sylvester of The Mining Report  04/28/2015

We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors. But soon we will turn the page, says Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, following a price rally for magnetic REEs that could regenerate investor interest and further buoy the sector. In this interview with The Mining Report, Castilloux discusses four REE projects that continue to advance, as well as companies making strides with REE extraction and separation technologies.


The Three Principles that Guide Randall Abramson's Oil & Gas Investment Strategy
Source: Brian Sylvester of The Energy Report  04/23/2015

The market analysis tools used by Randall Abramson of Trapeze Asset Management Inc., suggest that the broad market has been fairly valued for about a year. But by applying apples-to-apples metrics to companies in the energy sector, Abramson has found specific equities trading well below their estimated appraised values. By the end of 2015, Abramson predicts oil prices will rise back to $70 per barrel or more, and undervalued energy equities should propel toward fair value. In this interview with The Energy Report, Abramson pinpoints some unloved energy companies poised for the rebound.


How to Make Money in Renewable Energy: NBF's Rupert Merer
Source: Peter Byrne of The Mining Report  04/21/2015

As the political and financial pressures on fossil fuels mount, investors are starting to explore the renewable energy space with an eye toward reaping its potential. Rupert Merer analyzes that growing energy sector for National Bank Financial and tells The Mining Report why betting on the future of renewables is a prudent strategy for profit growth.


The Message from the Australian Front Is Uranium Is Looking More Attractive: Patersons' Simon Tonkin
Source: Peter Byrne of The Energy Report  04/16/2015

Australia has a lock on a significant portion of the world's uranium reserves. Patersons Securities' Simon Tonkin is the go-to man for analyzing the Australian energy markets. In this interview with The Energy Report, Tonkin tells us how the uranium investment space works—and which junior explorers in Australia, Africa and North America look attractive as the price of yellowcake continues to stabilize.


Joe Reagor: Four Uranium Companies Poised to Profit from the Growth of Nuclear Power
Source: Kevin Michael Grace of The Mining Report  04/14/2015

Nuclear power is enjoying a renaissance, and the world will soon need more uranium. Up to 50% more within a decade, says Joe Reagor of ROTH Capital. In this interview with The Mining Report, he explains that the share prices of uranium juniors remain low because the uranium spot price has not yet risen to reflect the increased demand just around the corner. This provides a great opportunity for canny, long-term investors, and Reagor identifies four companies that have the means to profit from the inevitable need for their product.


Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report  04/07/2015

Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late.


Chen Lin Sees Buying Opportunity of a Lifetime in Energy Stocks
Source: JT Long of The Energy Report  04/02/2015

After correctly predicting $47/bbl oil last year, Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling?, is licking his stock-picking chops at the bargains now available in international oil plays and the ones that could materialize stateside if the artificial pressure on domestic oil created by a ban on exports is not lifted. In this interview with The Energy Report, he names three stocks that are the victims of global hysteria around plunging oil prices and blindness to local opportunities.


With Expertise and a Little Luck, East West Petroleum Reels in Profits Despite Oil Price Plunge
Source: Kevin Michael Grace of The Energy Report  03/26/2015

Many oil companies have been devastated by the oil price debacle. East West Petroleum, on the other hand, is making money, pumping more oil and strengthening its cash balance. CEO David Sidoo tells The Energy Report how shrewd joint ventures and a firm commitment to low costs have led to highly profitable wells in New Zealand and significant upside in Romania.


Five Companies in Australia's Cooper Basin Worth Watching: Canaccord Genuity's Johan Hedstrom
Source: Peter Byrne of The Energy Report  03/26/2015

Canaccord Genuity energy analyst Johan Hedstrom is tasked with scouring the Australian oil patch looking for good deals even as prices slip and slide. In an interview with The Energy Report, Hedstrom minces no words: Pricing and rig costs are obstacles to taking large profits. But there is a silver lining to the energy price cloud—Australian gas exports.


Where Will the Graphite, Lithium and Cobalt for the Battery Revolution Come From?: Simon Moores
Source: Kevin Michael Grace of The Mining Report  03/24/2015

Following the lead of Tesla Motors, LG Chem, Foxconn and others are racing to build megafactories to build batteries for electric cars. Yet even now the world supply of graphite, lithium and cobalt needed to supply these factories is insufficient. In this interview with The Mining Report, Simon Moores, managing director of Benchmark Mineral Intelligence, explains that we can soon expect healthy prices for all three metals, but the juniors that will succeed in the market must first and foremost learn to meet the needs of the end users.


How Healthier Food Boosts Margins for Ag Companies and Investors: AltaCorp's John Chu
Source: Kevin Michael Grace of The Energy Report  03/19/2015

More people are eating better, and demanding food with no gluten, more fiber, less fat and more protein. According to John Chu of AltaCorp Capital Inc., this trend equals tremendous growth potential for companies specializing in high-margin foodstuffs. In this interview with The Energy Report, Chu highlights one such specialty food stock, examines the effects of low oil and natural gas prices on the fertilizer space, and explains why he prefers the prospects of nitrogen-based fertilizers over potash.


Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards
Source: JT Long of The Mining Report  03/17/2015

Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment.


Stephane Foucaud: How to Make Money in the Chaos of Oil and Gas
Source: Tom Armistead of The Energy Report  03/11/2015

Operating in difficult conditions—whether political, logistical or technical—comes with the oil and gas territory, but the collapse in oil and gas prices has added further complexity and risk to the space. Though many companies have lost half or more of their share price in the debacle, Stephane Foucaud of FirstEnergy Capital tells The Energy Report how to find value in small-cap exploration and production names, and provides several examples of companies poised to rebound on the upturn.


When Junior Markets Turn Most Negative in 35 Years, Guess Where Financier Carlo Civelli Puts His Money?
Source: JT Long of The Mining Report  03/10/2015

After 30 years of investing in natural resources, financier and founder of Clarion Finanz Carlo Civelli has declared 2015 to be one of the worst natural resource investing markets he has ever seen. But he is still finding opportunities by funding some of his favorite management teams in neighborhoods where he sees an opportunity to prove resources and attract buyers. In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.


Contrarian Steve Palmer's Balancing Act Stretches from Western Canada to the East China Sea
Source: Peter Byrne of The Energy Report  03/05/2015

Building a small-cap energy portfolio that maintains balance in turbulence requires the ability to spot junior firms with solid backbones. Steve Palmer of AlphaNorth Asset Management has made a career of spotting companies loaded with value, and he tells The Energy Report not only what he looks for, but also where he has found it.


Galaxy Resources: A New Focus to Meet the Coming Lithium Demand
Source: Kevin Michael Grace  03/05/2015

Just two years ago, Galaxy Resources was overleveraged and unfocused. It had lost the support of the market and its shareholders. Today, as Managing Director Anthony Tse explains in this interview with The Energy Report, a new management team has exerted fiscal discipline, consolidated assets and focused the company on its world-class Sal de Vida lithium project in Argentina, positioning Galaxy to supply a metal critical to the explosion in demand for modern electronics and transportation.


Macquarie's Brian Bagnell: Forget Peak Oil; Worry About Peak Demand
Source: Kevin Michael Grace of The Energy Report  02/26/2015

Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon. He tells the The Energy Report that the winners in this sector will demonstrate maximal efficiency and minimal costs, and that even in this time of crisis there are bargains to be had.


ROTH Capital's John White Pumps the Permian for Profit
Source: Tom Armistead of The Energy Report  02/19/2015

John White has initiated coverage on several small-cap exploration and production companies in the Permian Basin, the latest of the major basins to turn in a big way from vertical oil and gas wells to horizontal fractured wells. In this interview with The Energy Report, the ROTH Capital Partners senior research analyst names five Permian players on his list of favorites.


Alphastox's Moshevich Defines the One Thing Strong Energy Juniors Share
Source: Peter Byrne of The Energy Report  02/19/2015

The implosion of oil and gas prices will flush out oil and gas exploration juniors with weak balance sheets and too much debt, says Etienne Moshevich, editor of Alphastox.com. The small-cap companies left standing, however, are poised to soar once the market begins to accelerate. In this interview with The Energy Report, Moshevich touts the benefits of motivated management teams and solid balance sheets for all companies in the energy sector, and singles out seven oil and gas juniors, plus a pair of uranium picks, with outstanding prospects come the turnaround.


Jeb Handwerger: A Surge in M&As Proves that Gold Is Back
Source: Kevin Michael Grace of The Mining Report  02/17/2015

Gold stocks have been trading at huge discounts for years, but even rock-bottom prices couldn't entice takeover bids until the market hit bottom. The bottom is now here, says Jeb Handwerger, founder of GoldStockTrades.com, and M&As are off to a roaring start this year. In this interview with The Mining Report, Handwerger predicts a new record gold price within 18 months, and presents a host of gold and other metal equities poised to take off in 2015.


Global Insecurity Is Good for Gold, Says Mike Niehuser
Source: Kevin Michael Grace of The Gold Report  02/16/2015

International anxiety may be good for gold prices, as gold continues to have a place as a store of value in uncertain times, says Mike Niehuser of Scarsdale Securities. Lower energy prices and a stronger dollar may provide relief for precious metal miners, especially explorers and miners working outside the United States. Management teams that have been forced to adapt to survive should do well in an upturn, and in this interview with The Gold Report, Niehuser discusses a handful of companies that fit the bill, including one in renewable energy.


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