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 >
ATLS: Attractively Structured JV
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AMIR ARIF, Stifel Nicolaus
(10/06/2010)
"Atlas Energy: We continue to believe that any entry point under $30 is a great price for those investors willing to have patience for the coming 6–12 months. Once new takeaway capacity is added in late December, meaningful production growth should resume in Q111 and beyond. More importantly, while the name screens high from a balance-sheet perspective, we believe the company will enjoy very strong production growth in 2011, while essentially living within cash flow, thanks to its attractively structured JV. Therefore, as takeaway volumes come on in December, volume growth returns in H111 and production/EBITDA grow without any material change to the balance sheet, this name should do well. . .again the key driver will be development on takeaway capacity and the closer we get to the start-up date for some of those compressors, the stock will continue to creep higher, in our opinion." |
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Under SEC rules, analysts are required to disclose their interest in securities that they cover. We strongly encourage you to contact them to understand any potential conflicts of interest they may have.
More Experts
"FCU's deal with CGN helps to financially and technically derisk PLS." (12/21/15) Fission Uranium Corp. - David Talbot, More >
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