The Energy Report
Notable Quotes
"With the LOI signed, we urge investors to bolster positions in FCU." (12/22/15) Fission Uranium Corp. - David Sadowski, Raymond James More >
"FCU is taking the right steps regardless of whether PLS is ultimately acquired or developed into a mine." (12/22/15) Fission Uranium Corp. - Heiko Ihle, Rodman & Renshaw More >
"I am quite excited about POE in 2016." (12/16/15) Pan Orient Energy Corp. - Chen Lin, What Is Chen Buying? What Is Chen Selling? More >
"BKX's Oklahoma asset has significant value." (12/16/15) BNK Petroleum Inc. - Michael Charlton, iA Securities More >
"EFR is one of the few companies in a position to write long-term sales contracts and deliver into them at several times its current production rate." (12/17/15) Energy Fuels Inc. - The Gold Report Interview with Eric Coffin More >
RDS: Cash Surge Coming
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LUCAS HERRMANN, Deutsche Bank
(07/07/2010)
"Cash Surge Coming—Two years ago we wrote that to our minds the question on Shell was no longer 'should I invest' but 'when do I invest?' With projects that account for almost 30% of Shell's upstream value commissioning over the next 6–9 mos., we revisit our investment case and find a well-diversified business that, under the direction of a new CEO and significant exploration success, looks even better placed to deliver a strong and sustainable uplift in cash flows and value. . .the recent pullback affords an excellent entry point: Buy. The startup of a suite of its mega projects over the next 6–9 months combined with improved resource optionality at a time of enhanced investment discipline suggests to us a much improved financial outlook. . .with over 600kboe/d of new production concentrated on long-lived, plateau-type assets requisite of limited future investment the quality of, and visibility around Shell's production base looks set to rise markedly. The diversity of its portfolio also suggests a lower level of corporate risk than many in the industry." |
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More Experts
"FCU's deal with CGN helps to financially and technically derisk PLS." (12/21/15) Fission Uranium Corp. - David Talbot, More >
"NXE is our top pick across all commodities." (12/22/15) NexGen Energy Ltd. - The Energy Report Interview with Rob Chang More >
"FCU will continue to explore and add pounds to what is already a world-class project." (12/22/15) Fission Uranium Corp. - The Energy Report Interview with Rob Chang More >
"EFR is well positioned to benefit from higher uranium prices." (12/22/15) Energy Fuels Inc. - The Energy Report Interview with Rob Chang More >
"FCU intends to sell $82M or 19.9% of the company to CGN Mining." (12/22/15) Fission Uranium Corp. - Jeb Handwerger, Gold Stock Trades More >