|
|
J. Marshall Adkins
Raymond James
- "The timing and magnitude of recovery will be more asset-specific."
- "Oil-related drilling doubled its market share to >40% of total rig count"
- "We remain confident oil will climb to triple digits in next few years."
- Ironically, terrific strides in productivity are making life miserable and the outlook bleak for the U.S. natural gas industry. Dazzling technological advances coupled with exponential production increases in shale wells have flooded the U.S. with an over-supply of natural gas at the same time that economic woes are driving consumer and industrial demand into the ground. Too much of a good thing does not make a pretty picture. In fact, J. Marshall Adkins, who leads the energy research team at Raymond James, thinks it's pretty ugly. On a more positive note, he tells The Energy Report readers that oil fundamentals remain strong and his firm is as bullish as it can be on oil's long-term future.
- "Get out your sweat rag because the nat gas debate is getting hotter."
|
|
|
|
Joseph Allman
J.P. Morgan
212-622-4864
New York
USA
|
|
|
|
Jaret Anderson
Salman Partners
416-861-9387
janderson@salmanpartners.com
Canada
Verde Potash NPK:TSX.V - "Cambridge process could generate up to $4B of value for shareholders"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "the grade is the highest reported on property to date at 47.81% KCl"
Verde Potash NPK:TSX.V - "top pick signs financing MOU the Brazilian state government"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "highest potash grades of any hole drilled on the property to date"
Verde Potash NPK:TSX.V - "will derisk, quantify Cerrado Verde's upside potential. . .a top pick"
|
|
|
|
Wayne Andrews
Interoil Corp IOC:NYSE
281-292-1800
wayne.andrews@interoil.com
Houston, TX
USA
|
|
|
|
Jill Angevine
Firstenergy Capital
403-262-0668
jtangeuire@firstenergy.com
Calgary
Canada
Rock Energy Inc. TSX:RE - "easily one of the most positively influenced in our universe"
|
|
|
|
Amir Arif
Stifel Nicolaus
(202) 778-1975
arifa@stifel.com
Arlington County, VA
USA
Atlas Energy, Inc. ATLS:NYSE - "will enjoy very strong production growth in 2011"
- Stifel Nicholas Oil and Gas Analyst Amir Arif believes cheap nat gas prices shouldn't keep you from making cash in the gas space. It's all about companies with production growth in low-cost shale basins. "Gas doesn't have positive drivers behind it," he explains, "you want to bet on the volume without diluting the equity." Arif provides some of those names and the reasons behind them in this exclusive interview with The Energy Report.
Atlas Energy, Inc. ATLS:NYSE - "production, cash flow will grow and NAV will most likely increase"
Atlas Energy, Inc. ATLS:NYSE - "it can manage these upcoming lease terms"
Atlas Energy, Inc. ATLS:NYSE - "compelling investment opportunity in the E&P sector"
|
|
|
|
Jeb Armstrong
Calyon Securities
212-408-5823
jeb.armstrong@us.calyon.com
New York
USA
|
|
|
|
Jack Aydin
KeyBanc Capital Markets
917-368-2256
jaydin@keybanccm.com
New York City
USA
Atlas Energy, Inc. ATLS:NYSE - "setting up for significant production, reserve and NAV growth"
|
|
|
|
David Baker
Baker Steel Capital
|
|
|
|
Daniel Barcelo
Bank of America Securities (BAS)
212-933-3390
daniel.barcelo@bofasecurities.com
New York
USA
|
|
|
|
Ronald Barone
UBS
212-713-3848
New York
USA
Energy Transfer Partners L.P. ETP:NYSE - "Weakness overdone, attractive buying opportunity for ETP"
|
|
|
|
David Beasley
Haywood Securities
416-352-4561
dbeasley@haywood.com
Toronoto
Canada
- "High oil prices have made more oil sands projects viable, but new royalties imposed by the Alberta government along with labor and energy costs associated with extraction are making things more challenging. In spite of these factors, oil sands investment remains strong and Alberta-based companies will likely continue to do well."(1/2/08)
|
|
|
|
Douglas Becker
SMH Capital
713-220-5156
|
|
|
|
Ethan Bellamy
Robert W. Baird & Co.
303.270.6322
ebellamy@rwbaird.com
Vanguard Natural Resources, LLC NYSE:VNR - "ENP acquisition likely to be a short-term catalyst"
|
|
|
|
Larry Benedetto
Howard Weil
504-582-2655
larryb@howardweil.com
Louisiana
USA
|
|
|
|
Stephen Berman
Pritchard Capital Partners LLC
212-682-7895
New York
USA
Energy XXI EXXI:NASDAQ - "shallow water, oil-focused core assets and upside from the ultra-deep"
|
|
|
Marshall Berol
Encompass Fund
- Many investors have become impatient with waiting for returns over the long term. Encompass Fund Founders Malcolm Gissen and Marshall Berol say they still invest for the long term, but acknowledge that the long term is now shorter than it used to be. In this exclusive interview with The Gold Report, they discuss how they choose companies for their fund and a new way to play the rare earths sector.
- Malcolm Gissen and Marshall Berol see uranium demand, and a corresponding price increase, continuing in the coming years as more nuclear power plants come online. In this exclusive interview with The Energy Report, Malcolm and Marshall talk about a wide range of opportunities in the energy sector.
|
|
|
|
Chris Berry
House Mountain Partners LLC
917.886.0229
cberry@house-mountain.com
NY,NY
USA
Rock Tech Lithium Inc. RCK:TSX.V; RCKTF:OTCPK; RJIA:Fkft - "focused on the right metal at the right time"
|
|
|
|
Michael Blum
Wells Fargo
212-214-5037
michael.blum@wachovia.com
New York
USA
Energy Transfer Partners L.P. ETP:NYSE - "volumes could increase to 150 MMcf/d by the end of Q111"
Enbridge Energy Partners, L.P. EEP:NYSE - "volumes increased in the Granite Wash and Haynesville"
Vanguard Natural Resources, LLC NYSE:VNR - "third-party acquisition opportunities could be delineated"
Vanguard Natural Resources, LLC NYSE:VNR - "attractive tax-deferred yield of 8.6% with meaningful distribution growth upside tied to future acquisitions"
Energy Transfer Partners L.P. ETP:NYSE - "robust yield of 7.5%, even in current weak environment for nat gas"
|
|
|
|
Michael Bodino
Global Hunter Securities
(817) 840-2929
mbodino@ghsecurities.com
Fort Worth, Texas
USA
Energy XXI EXXI:NASDAQ - "Q211 results mark EXXI's transformation"
Energy XXI EXXI:NASDAQ - "effective strategy, transformational acquisition, big-time growth"
Energy XXI EXXI:NASDAQ - "should generate close to $100 million of free cash flow during fiscal 2010"
Energy XXI EXXI:NASDAQ - "among the oiliest of the offshore producers, a real benefit in this market."
Energy XXI EXXI:NASDAQ - "The properties include 30 fields currently producing 8,000 net boepd, about 77% of which is oil"
|
|
|
|
Michael Bodino
Global Hunter Securities
817-840-2929
mbodino@ghsecurities.com
Fort Worth
USA
|
|
|
|
Andrew Boland
Peters & Co. Limited
403-261-2247
Calgary
Canada
|
|
|
|
Brad Borggard
CIBC World Markets
403-260-8657
brad.borggard@cibc.ca
Calgary
Canada
|
|
|
|
Mark Bridges
CIBC World Markets
mark.bridges@cibc.ca
|
|
|
|
Alexander Burgansky
Renaissance Capital
+7-495-258-7904
ABurgansky@rencap.com
Moscow
Russia
Tethys Petroleum Ltd. TPL:TSX; TPL:LSE - "We are attracted by the combination of TPL's existing development projects. . .and its sizeable exploration opportunities"
|
|
|
|
Daniel Burke
Johnson Rice & Company
504-584-1213
dburke@jrco.com
Louisiana
USA
|
|
|
|
William Burns
Johnson Rice & Company
burns@jrco.com
|
|
|
|
Larry Busnardo
Tristone Capital
303-952-2750
Denver,CO
USA
|
|
|
|
Ken Carroll
Johnson Rice & Company
504-584-1272
Louisiana
USA
|
|
|
|
Marshall Carver
Capital One Southcoast
504-593-6163
marshall.carver@capitalonebank.com
Louisiana
USA
|
|
|
|
Michael Casserly
Fundamental Research Corp
|
|
|
|
B.W. Chambers
TMB Research
416-827-0651
bwchambers@tmbresearch.com
Canada
Eurocontrol Technics EUO:TSX.V - "class-leading energy-marking technology"
|
|
|
|
Subash Chandra
Jefferies & Co.
212-284-2271
schandra@jeffferies.com
New York
USA
Atlas Energy, Inc. ATLS:NYSE - "already surpassed our full-year estimate"
|
|
|
|
Rob Chang
Versant Partners
(416) 849-5008
rchang@versantpartners.com
Toronto
Canada
Energy Fuels Inc. EFR:TSX - "has excellent opportunity to begin consolidating Colorado Plateau region"
Energy Fuels Inc. EFR:TSX - "Glowing with potential"
Uranerz Energy Corp. URZ:TSX; URZ:NYSE.A - "Reno Creek increases company's total known resources by 31.4%"
|
|
|
|
Jonathan Chappell
J.P. Morgan
212-622-6412
jonathan.chappell@jpmorgan.com
New York
USA
|
|
|
|
Ken Chernin
Jennings Capital Inc.
|
|
|
|
Ken Chernin
Jennings Capital Inc.
(902) 496-7007
ken.chernin@jenningscapital.com
Lithium Americas Corp. LAC:TSX; LHMAF:OTCQX - "has world's third largest lithium brine resource, one of only a handful of NI 43-101-compliant projects"
|
|
|
|
David Chiaro
Goldman Sachs
|
|
|
|
Cosmos Chiu
CIBC World Markets
416-594-7106
Cosmos.Chiu@cibc.ca
Toronto
Canada
|
|
|
|
Greg Chornoboy
Jennings Capital
403-292-9485
Calgary
Canada
Tethys Petroleum Ltd. TPL:TSX; TPL:LSE - "HOPEC will introduce TPL to Chinese state oil companies and investors"
Tethys Petroleum Ltd. TPL:TSX; TPL:LSE - "Results expected from three more wells by year-end"
|
|
|
|
Chi Chow
Tristone Capital
|
|
|
|
Robert (Bob) Christensen
Buckingham Research Group Inc.
212-922-2025
New York
USA
|
|
|
|
Andrew Coleman
Madison, Williams & Co.
212-713-8775
andrew.coleman@ubs.com
New York
USA
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "production to increase with no additional exploration needed"
Energy XXI EXXI:NASDAQ - "potential for impactful news remains high"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "we are raising our 2011 estimates"
Energy XXI EXXI:NASDAQ - "we believe will demonstrate a differentiated level of operational acumen in the region, delivering attractive cash flows to shareholders"
Energy XXI EXXI:NASDAQ - "we believe that shares of EXXI could still capture another $2+ in Davy Jones upside"
|
|
|
|
Greg Colman
Wellington West Capital Markets
(416) 640-4890
gcolman@@wwcm.com
- ". . .our analysis suggests this drilling downturn shall too pass. . ."
- "Continue to believe deep & horizontal focus will lead rebound."
|
|
|
|
Bernard Colson
Oppenheimer & Co.
816-932-8022
bernard.colson@opco.com
Missouri
USA
Enbridge Energy Partners, L.P. EEP:NYSE - "We are raising estimates across the board for EEP"
Enbridge Energy Partners, L.P. EEP:NYSE - "investors will still achieve a return"
|
|
|
|
Pierre Connor
Capital One Bank
504-593-6108
Louisiana
USA
Energy XXI EXXI:NASDAQ - "continues as our current favorite GOM name"
|
|
|
|
Robert Cooper
Acumen Capital Research
403-571-0530
rcooper@acumencapital.com
Canada
Rock Energy Inc. TSX:RE - "Elmworth remains the sizzle on the RE story"
|
|
|
|
Jim Crandell
Barclays Capital
212-526-4865
New York
USA
|
|
|
|
Gordon Currie
Salman Partners
403-232-5747
gcurrie@salmanpartners.com
Canada
Rock Energy Inc. TSX:RE - "Lots of junior producers would envy Rock's options"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "our TOP PICK"
Rock Energy Inc. TSX:RE - "Circumstances continue to favor Rock"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "14% premium to NAV. . .is justified by the company's growth potential"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "we think a premium is justified by the company's growth potential"
|
|
|
|
John Daniel
Simmon & Co. International
713-223-7825
Houston. TX
USA
|
|
|
|
Grant Daunheimer
Dundee Securities
403-268-7425
Grant.Daunheimer@dundeesecurities.com
Canada
Rock Energy Inc. TSX:RE - "continues to demonstrate operational success over its enviable asset base"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "We like the improved growth momentum we see at TransGlobe"
|
|
|
|
Raymond Deacon
Pritchard Capital Partners LLC
401-289-2790
rdeacon@pritchardcapital.com
Rhode Island
USA
Atlas Energy, Inc. ATLS:NYSE - "highest rate to date—Washington Cty. wet gas well, which IP'd at 10.3 MMcfe/d."
Energy XXI EXXI:NASDAQ - "Shallow-water GOM permitting is happening"
Atlas Energy, Inc. ATLS:NYSE - "has a significant competitive advantage given that the bulk of their gas reserves are 'dry' gas"
|
|
|
|
David Deckelbaum
UBS Securities
212-713 6138
david.deckelbaum@ubs.com
New York City
USA
Energy XXI EXXI:NASDAQ - "further updates by Q111 to add upside to the Davy Jones prospect"
Energy XXI EXXI:NASDAQ - "Ultra-deep catalyst calendar rich; significant upside remains"
|
|
|
|
Carin Dehne Kiley
Calyon Securities
212-408-5872
New York
USA
|
|
|
Sven Del Pozzo
N/A
|
|
|
|
Ben Dell
Berstein Research
212-407-5817
benjamin.dell@bernstein.com
New York
USA
|
|
|
|
Alejandro Demichelis
BofA Merrill Lynch
+44-20-7996-1568
alejandro.demichelis@baml.com
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "valuation is compelling given Shell's long-term opportunity set"
|
|
|
|
Neal Dingmann
SunTrust Robinson Humphrey
713.247.9000
neal_dingmann@rhco.com
Atlanta, GA
USA
Miller Energy Resources NYSE:MILL; NASDAQ:MILL - "we believe production could double or triple relatively soon"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "owns all its own services, keeping costs low"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "possibility of production exploding"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "We see defined steps to reach over 10,000 boe/d by year-end"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "upcoming catalysts could ramp production. . .and boost reserves"
|
|
|
|
Jean-Pierre Dmirdjian
Oddo Securities Corp.
+33 (0)1 44 51 81 80
jpdmirdjian@oddo.fr
France
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "delivers on its objectives, as expected"
|
|
|
|
Philip Dodge
Stanford Financial Group
561-544-8327
Florida
USA
|
|
|
|
Peter Doig
GMP Securities
403-543-3035
pdoig@gmpsecurities.com
Calgary
Canada
Novus Energy Inc. TSX.V:NVS - "setting the stage for good growth again"
|
|
|
|
Robert Doll
BlackRock, Inc.
|
|
|
|
Gerry Donnelly
FirstEnergy Capital
+44-207-448-0214
gfdonnelly@firstenergy.com
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "production expected to ramp-up 33% to 13,000–13,500 bbl/d in 2011"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Further drilling on Arta Field could double petroleum in-place figures"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "rebound in share price since March 2010"
|
|
|
|
Richard Duprey
The Motley Fool
|
|
|
|
Theodore Durbin
Goldman Sachs
- "we remain impressed with EEP's strong returns and ability to generate growth"
|
|
|
|
Mark Easterbrook
RBC Capital Markets
214-989-1408
Dallas, TX
USA
Enbridge Energy Partners, L.P. EEP:NYSE - "EEP to use the current excess capacity on the pipeline to pick up growing volumes"
|
|
|
John Edwards
Morgan Keegan
Enbridge Energy Partners, L.P. EEP:NYSE - "well positioned to meet the high= end of its projected distribution growth"
Enbridge Energy Partners, L.P. EEP:NYSE - "Elk City acquisition, Bakken Expansion are extremely positive developments"
Enbridge Energy Partners, L.P. EEP:NYSE - "further encouraged by EEP's acquisition of the Elk City Gathering System"
Energy Transfer Partners L.P. ETP:NYSE - "the largest MLP that continues to pay distributions with a $9.5B market cap"
|
|
|
|
Andrew Fairbanks
Merrill Lynch
212-449-6697
New York
USA
|
|
|
|
Joseph Farrell
GMP Securities
(416) 943-6615
jfarrell@gmpsecurities.com
Toronto
Canada
Pinetree Capital Ltd. PNP:TSX - "ranks in the first decile of our multifactor stock-selection model"
|
|
|
|
William Featherston
UBS Securities LLC
Atlas Energy, Inc. ATLS:NYSE - "ATLS shareholders will receive distribution of 41M AHD units worth $5.09/share"
|
|
|
|
Steve Ferazani
Sidoti & Co.
212-894-3326
New York
USA
|
|
|
|
Robert Fitzmartyn
First Energy Capital
403-262-0648
rjfitzmartyn@firstenergy.com
London
England
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "We continue to rank Advantage as a Top Pick"
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "ahead of schedule on its Phase III Glacier Expansion project"
Rock Energy Inc. TSX:RE - "clearly less sensitive to a pressured natural gas pricing complex, which is attractive"
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "We estimate 22% production per share growth over the next year"
|
|
|
|
Mark Flannery
Credit Suisse
|
|
|
|
Jonathan Fleming
Cormark Securities
(403) 750-7209
jfleming@cormark.com
Alberta
Canada
Novus Energy Inc. TSX.V:NVS - "well positioned to drive growth through the highly economic Dodsland Viking light oil play"
Novus Energy Inc. TSX.V:NVS - "well delineated, low geological risk reserves"
Novus Energy Inc. TSX.V:NVS - "now has 82.25 net sections of land in Dodsland area"
|
|
|
|
Jonathan Fleming
Cormark Securities Inc.
jfleming@cormark.com
|
|
|
|
Mark Fletcher
CITI
+44-20-7986-0796 mark.fletcher@citi.com
mark.fletcher@citi.com
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "Q310 results reflect stronger underlying profitability"
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "material increase in U.S. shale gas position "
|
|
|
David Forest
Pierce Points
|
|
|
|
Paul Forward
Stifel Nicolaus & Company
202-778-4340
Washington,D.C
USA
|
|
|
|
Stephane Foucaud
FirstEnergy Capital
+44-207-448-0213
sgfoucaud@firstenergy.com
London
UK
Tethys Petroleum Ltd. TPL:TSX; TPL:LSE - "the fact these volumes appear to be recoverable from a single well highlights the quality of the asset"
Tethys Petroleum Ltd. TPL:TSX; TPL:LSE - "books 8.2 Mbbl. 1P and 27.0 Mbbl. 3P reserves from a single well"
Tethys Petroleum Ltd. TPL:TSX; TPL:LSE - "NUR96H2 well will add significantly to North Urtabulakfield production"
|
|
|
|
Phillip E. Franz
Buckingham Research
212-922-2035
New York
USA
|
|
|
|
John Freeman
Raymond James
713-278-5251
John.Freeman@RaymondJames.com
- ". . .expect the oil price to reach triple digits by the end of 2011"
- "Mantra for 2010: Drill, drill, drill"
- "We would argue that [UNG] is no longer an efficient investment vehicle"
- ". . .data from the publicly traded U.S. gas producers says gas supply ain't falling very fast."
|
|
|
|
Kim Fustier
Credit Suisse
+44 20 7883 0384
kim.fustier@credit-suisse.com
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "upstream cash flow set to grow by 30% over the next two years"
|
|
|
|
David Gagliano
Credit Suisse
212-622-6446
New York
USA
|
|
|
|
Jason Gammel
Macquire Research Equities
|
|
|
|
Ralph Garcea
Haywood Securities Alternative Energy
416-507-2609
Toronto
Canada
- "Yesterday the Senate passed a bill favoring renewable energy projects, solar energy producers look to be the big winners with the longest production tax credit extension of eight years..."
- "The renewable energy and clean technology industries have reached critical mass globally and are staged for continued growth through the next several years." (9/22/08)
- "The amount of [clean tech] investment to be spent in the coming years is staggering, and should provide many opportunities. . ."
|
|
|
|
Thomas Gardner
Simmons & Company International
713-223-7840
tgardner@simmonsco-intl.com
Houston,TX
USA
|
|
|
|
Gordon Gee
RBC Capital Markets
403-299-6986
gordon.gee@rbccm.com
Calgary
Canada
|
|
|
|
John Gerdes
Sun Trust Robinson Humphrey
713-247-9001
John_Gerdes@rhco.com
Houston, TX
USA
|
|
|
|
Fadel Gheit
Oppenheimer & Co. Inc.
|
|
|
|
Soumik Ghosh
RedChip Visibility
1-800- 733-2447
info@redchip.com
South American Silver Corp. SAC:TSX; SOHAF:OTCBB - "moved up 263% in a little over five months"
|
|
|
Malcolm Gissen
Encompass Fund
- Many investors have become impatient with waiting for returns over the long term. Encompass Fund Founders Malcolm Gissen and Marshall Berol say they still invest for the long term, but acknowledge that the long term is now shorter than it used to be. In this exclusive interview with The Gold Report, they discuss how they choose companies for their fund and a new way to play the rare earths sector.
- Malcolm Gissen and Marshall Berol see uranium demand, and a corresponding price increase, continuing in the coming years as more nuclear power plants come online. In this exclusive interview with The Energy Report, Malcolm and Marshall talk about a wide range of opportunities in the energy sector.
|
|
|
|
Steven Gold
Clarus Securities Inc.
(416) 343-2782
Vancouver
Canada
Lithium One Inc. LI:TSX.V - "NI 43-101 confirms Sal de Vida's high-quality lithium brine resource"
Lithium One Inc. LI:TSX.V - "good lithium, potassium levels should exceed thresholds needed to make battery-grade lithium"
Lithium One Inc. LI:TSX.V - "increase in overall grade continues to suggest strong economics"
Lithium One Inc. LI:TSX.V - "LG Chem/Renault agreement strategically positive for LI"
Verde Potash NPK:TSX.V - "much-needed supply of specialty fertilizer"
|
|
|
|
Michael Goldberg
Stonecap Securities
416-342-8594
mgoldberg@stonecapsecurities.com
|
|
|
Greg Gordon
Morgan Stanley
|
|
|
|
Matt Gowing
Mackie Research
416.860.8675
mgowing@mackieresearch.com
Nevada Geothermal Power Inc. NGP:TSX.V; NGLPF:OTCBB - "proven management team, strategic advanced-stage projects"
|
|
|
|
Dan Grager
Peters & Co. Limited
403-261-2243
dgrager@petersco.com
Canada
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Success in vertical fracturing program"
|
|
|
|
Gordon Gray
Collins Stewart LLC
+44 207 523 8383
GGray@collinsstewart.com
UK
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "earnings to exceed BP's for first time since Q209"
|
|
|
|
Arthur Grayfer
CIBC
Arthur.Grayfer@cibc.ca
- "farm-in allows the company to earn Viking lands with a small earn-in commitment"
|
|
|
|
Richard Gross
Barclays Capital
212.526.3143
richard.gross@barcap.com
New York
USA
Enbridge Energy Partners, L.P. EEP:NYSE - "upside surprise was attributable to higher volumes and margins in the Liquids Segment"
Energy Transfer Partners L.P. ETP:NYSE - "upside includes larger-scale project contributions from Marcellus and Eagle Ford"
|
|
|
|
Duane Grubert
Susquehanna Financial Group
203-326-5029
duane.grubert@sig.com
Connecticut
USA
Energy XXI EXXI:NASDAQ - "exposure to low-cost, medium-term gas reserve additions"
Energy XXI EXXI:NASDAQ - "news on production, reserves, and upside volumes supportive of our continued positive stance on Energy XXI securities"
Energy XXI EXXI:NASDAQ - "We expect more exploration success in additional prospects and zones"
Energy XXI EXXI:NASDAQ - "We find deep value EXXI attractive on both the equity side. . .and on the bond side"
Energy XXI EXXI:NASDAQ - "We. . .see material additional upside support above our target"
|
|
|
|
Irene Haas
Canaccord Genuity
713-331-9443
irene.haas@canaccordadams.com
Houston,TX
USA
|
|
|
|
Eric Hagen
Bank of America Securities
303-313-0734
eric_hagen@ml.com
Denver, CO
USA
|
|
|
|
Michael Hall
Wells Fargo Securities, LLC
Atlas Energy, Inc. ATLS:NYSE - "a top idea and prime way to play the Marcellus"
|
|
|
|
Pearce Hammond
Simmons & Company International
713-546-7269
Houston, TX
USA
|
|
|
|
Ellen Hannan
Weeden & Co.
203-628-7647
ehannan@weedenco.com
Connecticut
USA
|
|
|
|
Scott Hanold
RBC Capital Markets
713-403-5658
scott.hanold@rbccm.com
Houston, TX
USA
Atlas Energy, Inc. ATLS:NYSE - "shares reflect just $3,000 per Marcellus acre. . .sharp discount to recent price and Marcellus peers"
Atlas Energy, Inc. ATLS:NYSE - "provides significant long-term exposure to upside in the burgeoning Appalachian Basin at an attractive valuation"
|
|
|
|
Elizabeth Harrow
Schaeffer's Investment Research
eharrow@sir-inc.com
|
|
|
|
David Hart
Westhouse Securities Limited
44-0-20-7601-6125
david.hart@westhousesecurities.com
London
England
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "strong first-quarter performance that benefited from robust upstream activities"
|
|
|
|
Joel Havard
Morgan Joseph LLC
502-588-1833
jhavard@hilliard.com
Louisville
USA
Vanguard Natural Resources, LLC NYSE:VNR - "Alerian MLP Index inclusion may drive purchases of units over Q3"
|
|
|
|
Jeffrey Hayden
Rodman & Renshaw
713-255-5090
jhayden@rodm.com
Houston
USA
- In 2010, some of the best-performing companies in the E&P space transitioned to a heavier focus on oil, which has been strong, and away from natural gas where prices are weak. That trend is likely to continue this year, according to Rodman & Renshaw Senior Analysts Jeff Hayden and Chad Mabry who remain bullish, even though they're not betting on sustained prices above $100/Bbl. In this exclusive interview with The Energy Report, Jeff and Chad bring some growth and value ideas into sharp focus. Read full article here.
Energy XXI EXXI:NASDAQ - "appraisal well confirms sand continuity"
Energy XXI EXXI:NASDAQ - "Increasing target to $22 on better-than-expected reserves"
|
|
|
|
David Heikkinen
Tudor, Pickering, Holt & Co., LLC
713-33753-29
dheikkinen@tudorpickering.com
Houston,TX
USA
|
|
|
|
Lucas Herrmann
Deutsche Bank
+44-20-7547-3636
lucas.herrmann@db.com
London
England
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "remains our preferred major; profit momentum strong"
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "question no longer 'should I invest' but 'when do I invest?'"
|
|
|
|
Irene Himona
Societe Generale
+442077625353
irene.himona@sgcib.com
Paris
France
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "financials are at an inflection point"
|
|
|
|
Grant Hofer
UBS
403-695-3638
grant.hofer@ubs.com
Calgary
Canada
|
|
|
|
Gary Hon
Stonecap Securities
416-342-9918
ghon@stonecapsecurities.com
Toronto
Canada
Strateco Resources Inc. RSC:TSX - "receives strong support for its Matoush uranium project"
|
|
|
|
Darren Horowitz
Raymond James
(713) 278-5269
Darren.Horowitz@RaymondJames.com
St. Petersburg
USA
Energy Transfer Partners L.P. ETP:NYSE - "has second largest GP cash-flow take across our entire coverage universe"
Energy Transfer Partners L.P. ETP:NYSE - "Tiger and FEP pipelines to arrive under budget and ahead of schedule"
- "Producers must dispose of ethane processed from Marcellus gas or face shut ins."
- "From a demand perspective, we believe refinery and industrial demand will continue to trend lower, thereby reducing NGL production by an additional 0.2 Bcf/d."
- ". . .interstate pipeline constraints from the Haynesville should not be a material issue until beyond 2011."
|
|
|
|
Greg Huffman
Wellington West
|
|
|
|
Jon Hykawy
Byron Capital Markets
647-426-1656
jhykawy@byroncapitalmarkets.com
Ontario
Canada
Lithium One Inc. LI:TSX.V - "blessed by very good brine chemistry at Sal de Vida"
Lithium Americas Corp. LAC:TSX; LHMAF:OTCQX - "Cauchari could make LAC one of the largest, least expensive producers in the lithium carbonate market"
Lithium Americas Corp. LAC:TSX; LHMAF:OTCQX - "bigger and better; better grade and chemistry means lower costs"
Talison Lithium Ltd. TLH:TSX - "one of the most interesting land packages in the lithium space"
|
|
|
|
Gudmund Halle Isfeldt
DnB NOR Markets
+47 22948927
gudmund.halle.isfeldt@dnbnor.no
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "Refining margins have held up well during Q2"
|
|
|
|
Michael Jalonen
Merrill Lynch
416-369-7540
Toronto
Canada
|
|
|
|
Bart Jaworski
Raymond James
604-659-8282
Vancouver
Canada
Strathmore Minerals Corp. STM:TSX; STHJF:OTCQX - "increased target reflects our higher assumed $/lb. valuation for STM's resource"
|
|
|
|
Arun Jayaram
Credit Suisse
1-212-538-8428
|
|
|
|
Marc Johnson
M Partners
416.603.7381 x283
mj@mpartners.ca
|
|
|
|
Colin Jones
Dundee Resources
|
|
|
|
Stuart Joyner
Investec Securities
+44 (0) 20 7597 5130
stuart.joyner@investec.co.uk
London
UK
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "clearly in the position of 'king maker'"
|
|
|
|
Ravi Kamath
Global Hunter Securities
rkamath@ghsecurities.com
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "continues metamorphosis from prospect generator to vertically integrated developer"
|
|
|
|
Vishy Karamadam
Ubika Research
(647) 352-0666
vishy@ubikacorp.com
Ontario
Canada
Rodinia Lithium Inc. RM:TSX.V; RDNAF:OTCQX - "Salar de Diablillos could satisfy global lithium demand for 23.5 years"
Rodinia Lithium Inc. RM:TSX.V; RDNAF:OTCQX - "world-class resource; well positioned to be a significant player"
|
|
|
|
John Kartsonas
Citigroup
212-816-6134
john.katsonas@citigroup.com
New York
USA
|
|
|
|
Howard Katz
Research Capital
416-860-6838
howard.katz@researchcapital.com
Toronto
Canada
|
|
|
|
Michael Kay
Standard & Poor's
212-438-3256
Michael_kay@sandp.com
New York
USA
|
|
|
|
Richard Kelertas
Dundee Capital Markets
(514) 396-0320
rkelertas@dundeesecurities.com
Canada
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "just keeps getting better; hole 13 returns 48% grade KCl at shallow depth"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "our top pick amongst the junior potash explorers/developers"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "We expect a significant and positive revaluation of the resources in place"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "completes 2D seismic program—excellent potash continuity"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "AAA is sitting on a resource far bigger than its NI 43-101 resource estimate suggests"
|
|
|
|
Jason Kenney
ING Research
+44 131 447 7710
jason.kenney@uk.ing.com
Edinburgh
Scotland
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "RD Shell is a constant, offering very clear cash delivery"
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "new strategy outlook offers upside"
|
|
|
|
Todd Kepler
Cormark Securities Inc.
403-750-7200
tkepler@cormark.com
Canada
Rock Energy Inc. TSX:RE - "successful testing operations at vertical well at Elmworth"
Rock Energy Inc. TSX:RE - "strong financial position with a steady cash flow stream and healthy balance sheet"
Rock Energy Inc. TSX:RE - "remains poised for growth for the rest of 2010"
|
|
|
|
David Khani
Friedman, Billing, Ramsey &Co. Inc
703-469-1179
Virginia
USA
|
|
|
|
Joakim Kindahl
Carnegie Securities
+46 8 5886 9049
joakim.kindahl@carnegie.se
Etrion Corporation ETX:TSX - "a lot of potential for growth in the near term"
|
|
|
|
Alexander Klein
Dundee Securities
403-509-2662
adklein@dundeesecurities.com
Toronto
Canada
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "West Bakr acquisition will add to TGL's already growing production base"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Success on the Nukhul play continues to drive production growth"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "strong possibility actual 2011 results will exceed company guidance"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Nukhul play provides substantial development potential through 2011 and 2012"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "inventory of exploration prospects provide further potential upside"
|
|
|
|
Leon Knight
Macquarie Equities Research
403-303-8655
leon.knight@macquarie.com
Canada
Rock Energy Inc. TSX:RE - "uniquely positioned to deliver above-average production per-share growth through free cash flow"
|
|
|
|
Alan Knowles
Haywood Securities
403-509-1931
Calgary
Canada
- "While the price of natural gas was up quarter-over quarter in Q4/07, the price remained well below 2005 prices." (4/21/08)
- "Crude inventories fell by 2.4 mmbbl versus expectations for a build of 1.8 mmbbl." (4/16/08)
- "Crude Oil: We have revised our 2008 WTI assumption to US$96.00 per barrel from $84.00 previously, our 2009 assumption to US$93.00, up from $80.00 previously and our 2010+ assumption to US$90.00, up from $80.00 previously." (4/9/08)
- "Crude inventories fell by 3.1 mmbbl versus expectations for a build of 2.3 mmbbl." (4/9/08)
- "Gasoline inventories fell by 4.5 mmbbl versus expectations for a draw of 2.3 mmbbl." (4/2/08)
|
|
|
|
Sardor Koshnazarov
Eurasia Capital
+976 70130078
sardor.koshnazarov@eurasiac.com
Khoroo
Mongolia
Tethys Petroleum Ltd. TPL:TSX; TPL:LSE - "Significant growth potential"
|
|
|
|
J. Frederick Kozak
Canaccord Genuity
403-508-3836
frederick.kozak@canaccordadams.com
Canada
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "production potential continues to grow"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "production remains unaffected by city-confined civil unrest"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "should continue increasing production at oil discovery in Nukhul Formation"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "poised for material production/reserve growth through 2011 and 2012"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "strong balance sheet and extensive resource upside potential"
|
|
|
|
Mike Kozak
Cormark Securities Inc.
(416) 943-6749,
mkozak@cormark.com
Toronto
Canada
Bannerman Resources Ltd. BAN:TSX; BMN:ASX - "Etango offers the greatest leverage and torque to higher commodity prices"
Bannerman Resources Ltd. BAN:TSX; BMN:ASX - "Etango is a robustly economic project"
|
|
|
|
Lewis Kreps
C. K. Cooper & Company
949-477-9211
lkreps@ckcooper.com
Irvine
USA
Transocean Ltd. RIG:NYSE; RIGN:SIX - "the unknown about the stock is now gone"
|
|
|
|
Jean-Charles Lacoste
Cheuvreux
(33) 1 41 89 75 13
jlacoste@cheuvreux.com
France
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "growth rate by 2012 is one of the highest among IOCs"
|
|
|
|
David Ledger
Bligh Capital
612-9225-4477
david@blighcapital.com.au
Sydney
Australia
Mega Uranium Ltd. MGA:TSX - "Mega Uranium Ltd. (TSX:MGA) represents one of the best pure uranium plays in the market"
|
|
|
|
William Lee
Daily Edge
|
|
|
|
Doug Leggate
Citigroup
|
|
|
|
Mark Leggett
BMO Nesbitt Burns
403-515-1508
Calgary
Canada
|
|
|
|
Luke M. Lemoine
Capital One Southcoast Inc.
504-593-6174
Louisiana
USA
|
|
|
Steven Li
Raymond James
Ram Power Corp. RPG:TSX - "positive initial indications on San Jacinto drilling"
|
|
|
John Licata
Blue Phoenix Inc.
|
|
|
|
Ken Lin
Mackie Research
403.750.1284
ken.lin@researchcapital.com
Alberta
Canada
Rock Energy Inc. TSX:RE - "on track to grow production by 20% over the next year"
|
|
|
|
Xin Liu
J.P. Morgan
212-622-4915
xin.liu@jpmorgan.com
New York
USA
Energy Transfer Partners L.P. ETP:NYSE - "Better-than-expected results"
|
|
|
|
Wendy Liu
Desjardins Securities
(403) 532-6611
Alberta
Canada
Novus Energy Inc. TSX.V:NVS - "Viking supercharged, with explosive growth potential"
|
|
|
|
Ronald Londe
Wachovia
|
|
|
|
Cristina Lopez
Macquarie Research
+1 403 539 8542
cristina.lopez@macquarie.com
Alberta
Canada
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "delivering above-average growth and unlocking hidden upside"
|
|
|
|
Adam Low
Raymond James
416/777.4943
adam.low@raymondjames.ca
|
|
|
|
Sharon Lui
Wells Fargo
Enbridge Energy Partners, L.P. EEP:NYSE - "drilling accelerating in the Canadian oil sands and Bakken Shale"
Enbridge Energy Partners, L.P. EEP:NYSE - "the partnership has ample financial liquidity"
|
|
|
|
Luc Mageau
Raymond James
Novus Energy Inc. TSX.V:NVS - "established sizeable Viking land base in Saskatchewan, strong well inventory"
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "company's cash flow and profitability will likely improve substantially"
- "Advantage Oil and Gas Ltd. (NYSE:AAV; TSX:AAV) is definitely one that's making its presence known"
|
|
|
|
Joseph Magner
Macquarie Capital
303-952-2751
joseph.magner@macquarie.com
Denver, CO
USA
Energy XXI EXXI:NASDAQ - "operational momentum continues to build"
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "We think the growth potential of Royal Dutch Shell remains intact"
Transocean Ltd. RIG:NYSE; RIGN:SIX - "highly attractive multiples for the world's premier offshore driller"
Energy XXI EXXI:NASDAQ - "offers significant exploration exposure in the Gulf of Mexico"
Energy XXI EXXI:NASDAQ - "Multiple expansion should drive the shares"
|
|
|
|
Nelson Mah
Northern Securities
Lithium Americas Corp. LAC:TSX; LHMAF:OTCQX - "sizeable M&I resource estimate; total prospective return is 78.0%"
|
|
|
|
Stephen Maresca
Morgan Stanley
212-761-8343
Stephen.Maresca@morganstanley.com
New York
USA
Energy Transfer Partners L.P. ETP:NYSE - "FEP and Tiger projects should add material cash flows"
|
|
|
|
Leo Mariani
RBC Capital Markets
(512) 708-6381
leo.mariani@rbccm.com
Toronto
Canada
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "We have increased our 2009 production forecast by 10%"
|
|
|
|
Geordie Mark
Haywood Securities
604-697-6112
Vancouver
Canada
Uranium Energy Corp. UEC:NYSE.A - "February production was 40% higher than January; growth to continue"
Uranerz Energy Corp. URZ:TSX; URZ:NYSE.A - "positive step toward fully permitting Nichols Ranch project"
Mawson Resources Ltd. MAW:TSX; MWSNF:OTCPK; MRY:Fkft - "very high-grade results from 39 surface channel samples"
Bannerman Resources Ltd. BAN:TSX; BMN:ASX - "potential production commencement starting 2015"
Ur-Energy Inc. TSX:URE; NYSE.A:URG - "on the verge of a permitting breakthrough"
|
|
|
|
Michael (Mike) Mazar
BMO Capital Markets - Canada
403-515-5138
Calgary
Canada
|
|
|
|
John McIlveen
Jacob Securities, Inc.
416-866-8303
jmacilveen@jacobsecurities.com
Toronto
Canada
Nevada Geothermal Power Inc. NGP:TSX.V; NGLPF:OTCBB - "may be able to monetize depreciation Faulkner 1 tax shield for ~$20M"
Ram Power Corp. RPG:TSX - "poised to break out in 2011; many catalysts to move the stock higher"
Ram Power Corp. RPG:TSX - "potentially the largest geothermal resource in the United States"
Etrion Corporation ETX:TSX - "in-depth experience in renewable power and project management"
Nevada Geothermal Power Inc. NGP:TSX.V; NGLPF:OTCBB - "Refinanced with $98.5M from DOE and John Hancock; great news"
|
|
|
|
Dan McSpirit
BMO Capital Markets
303-436-1117
dan.mcspirit@bmo.com
Denver, CO
USA
|
|
|
|
Bart Melek
BMO Capital Markets
(416) 359-4906
Bart.Melek@bmo.com
Canada
|
|
|
|
Adam Melnyk
Canaccord Genuity
1.604.643.1655
|
|
|
|
Jeremy Mersereau
National Bank Financial
Toronto
Canada
Ram Power Corp. RPG:TSX - "several upcoming catalysts in the next quarter"
Ram Power Corp. RPG:TSX - "preliminary flow tests indicate an estimated capacity of 4 MW"
Ram Power Corp. RPG:TSX - "finalized credit facility to maintain current drill program"
|
|
|
|
Tom Meyer
Raymond James
416-777-4912
tom.meyer@raymondjames.com
Toronto
Canada
Ur-Energy Inc. TSX:URE; NYSE.A:URG - "offers near-term development exposure at its Lost Creek ISR project"
|
|
|
Adam Michael
Platform Advisors, LLC
|
|
|
|
Ronald Mills
Johnson Rice & Company
504-584-1217
New Orleans, LA
USA
Energy XXI EXXI:NASDAQ - "additional properties. . .added ~2.2 Mmboe of proved and probable reserves"
Energy XXI EXXI:NASDAQ - "possesses an inventory that should allow for lower production volatility than most Gulf of Mexico producers"
|
|
|
|
Pavel Molchanov
Raymond James
713-278-5270
Pavel.Molchanov@RaymondJames.com
- "Brazil likely to surpass Mexico as #1 oil producer in Latin America."
- "U.S./China wind boom has not yet manifested in offshore wind."
- "U.K. oil production peaked in 1999 and has declined every year since, except 2007."
- "we remain positive on the oilsands as one of the world's premier growth areas for oil production"
- "The feed-in tariff. . .proven to be the most successful incentive model for solar power"
|
|
|
|
Sergio Molisani
UniCredit Research
+39 02 8862 8374
sergio.molisani@unicreditgroup.de
Milan
Italy
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "remains firmly hinged on top quartile, high-value production growth"
|
|
|
|
Kurt Molnar
Stifel Nicolaus
403-268-9156
kmolnar@stifel.com
Alberta
Canada
Rock Energy Inc. TSX:RE - "heavy oil assets provide low-risk foundation for rapid production, cash-flow growth"
|
|
|
Gordon Monk
Performance Capital Advisors
|
|
|
|
Gabe Moreen
Merrill Lynch
212-449-7600
gabriel.moreen@baml.com
New York
USA
Enbridge Energy Partners, L.P. EEP:NYSE - "long-term growth supported by Bakken Shale and Granite Wash exposure"
Enbridge Energy Partners, L.P. EEP:NYSE - "ability to pass through costs on its crude oil pipeline projects protects expected returns, supports growth"
Energy Transfer Partners L.P. ETP:NYSE - "We are particularly intrigued by ETP's entry into the Eagle Ford shale"
|
|
|
|
Tim Murray
Jennings Capital
+1.403.262.0904
tim.murray@jenningscapital.com
Alberta
Canada
Equal Energy Ltd. EQU:TSX; EQU:NYSE - "we look forward to a resolution on this matter that will allow Equal to focus solely on its business without this distraction"
Equal Energy Ltd. EQU:TSX; EQU:NYSE - "cheap would be an understatement"
Primary Petroleum TSX.V:PIE - "increased its Western Montana acreage from 110,000–150,000 acres"
|
|
|
|
Arjun Murti
Goldman Sachs & Company
|
|
|
|
Joel Musante
C.K. Cooper & Company
(949) 477-9300
jmusante@ckcooper.com
USA
U.S. Energy Corp. USEG:NYSE - "attractive inventory of oily projects"
U.S. Energy Corp. USEG:NYSE - "many attractive potential Bakken/3F drilling locations"
Miller Energy Resources NYSE:MILL; NASDAQ:MILL - "redevelopment plan for the Osprey platform approved"
|
|
|
|
Avishkar Nagaser
Macquarie Research
+27 11 583 2280
avishkar.nagaser@macquarie.com
|
|
|
|
Peter Nicol
GMP Securities
+44-20-7647 2819
peter.nicol@gmpeurope.com
|
|
|
|
Shannon Nome
Deutsche Bank Securities Inc.
|
|
|
Eric Nuttall
Sprott Asset Management
|
|
|
|
Randy Ollenberger
BMO Nesbitt Burns
403-515-1502
Calgary
Canada
|
|
|
|
Kim Pacanovsky
McNicoll, Lewis & Vlak LLC
212-542-5875
kpacanovsky@mlvco.com
New York
USA
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "production was above our expected exit rate"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "attractive assets, large acreage position, able to capture higher margin"
|
|
|
|
Kim Page
Wellington West Capital Markets
(416) 847-3400
kpage@wwcm.com
Rock Energy Inc. TSX:RE - "Elmworth acreage remains a call option on gas price recovery"
Rock Energy Inc. TSX:RE - "Valuation is compelling"
- "The UK is viewed as a likely destination for excess LNG cargoes. . ."
- ". . .OPEC would be taking a 'big risk' if they do not readjust supply."
- "Despite surging oil inventories, OPEC Secretary. . .does not expect OPEC to make further cuts to output when they meet on May 28."
|
|
|
|
Robert Paré
Jacob Securities, Inc.
403 975 7627
rpare@jacobsecurities.com
Novus Energy Inc. TSX.V:NVS - "offers excellent exposure to the Viking light oil play"
|
|
|
|
Ian Parkinson
CIBC World Markets
Bannerman Resources Ltd. BAN:TSX; BMN:ASX - "intersected high-grade U308 mineralization at Hyena prospect"
Uranium Energy Corp. UEC:NYSE.A - "We believe Palangana will produce 340,000 lb. by next fiscal year-end"
Bannerman Resources Ltd. BAN:TSX; BMN:ASX - "results may go a long way to attracting partners"
Uranium Energy Corp. UEC:NYSE.A - "on the verge of producing and selling its first yellowcake"
|
|
|
|
Noel Parks
Ladenburg Thalman
(212) 409-2023
nparks@ladenburg.com
New York, NY
USA
U.S. Energy Corp. USEG:NYSE - "substantial Bakken position; solid outlook for 2011 growth"
|
|
|
|
Menal Patel
National Bank Financial
(403) 290-5622
menal.patel@nbfinancial.com
Alberta
Canada
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "strong efficiencies, solid economics even under a $3–$4/mcf gas"
|
|
|
|
Dominique Patry
Cheuvreux Crédit Agricole Group
dpatry@cheuvreux.com
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "superior visibility"
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "our preferred stock among IOCs"
|
|
|
|
Sean Peasgood
Wellington West Capital Markets
416-642-4371
speasgood@wwcm.com
Toronto
Canada
Ram Power Corp. RPG:TSX - "revenues of $1.2M, up 24% quarter-over-quarter"
Ram Power Corp. RPG:TSX - "positive results increase our confidence in 2011 growth objectives"
Nevada Geothermal Power Inc. NGP:TSX.V; NGLPF:OTCBB - "rapid advancement of exploratory and development activities"
Ram Power Corp. RPG:TSX - "we continue to believe Ram is well positioned to be a geothermal industry leader"
Nevada Geothermal Power Inc. NGP:TSX.V; NGLPF:OTCBB - "Ormat JV increases our confidence in NGP's ability to fund developmental projects"
|
|
|
|
Biju Perincheril
Jefferies & Company, Inc.
212-284-2050
bperincheril@jefferies.com
New York
USA
Energy XXI EXXI:NASDAQ - "recent acquisition boosts EXXI's low-risk development opportunity"
|
|
|
|
Terry Peters
Canaccord Genuity
416-869-6597
terry.peters@canaccordadams.com
Toronto
Canada
- "Last week: Near-month crude oil closed out the week at US$106.23/bbl, down 1.3% on the
week, and up 65.3% from this time last year." (4/8/08)
- "Near-month crude oil closed out the week at US$92.69/bbl, down 5.3% on the week, and up 78.7% from this time last year."(1/15/08)
- "As of January 4, 2008, year-to-date, gas futures outperformed oil futures, the TSX
Composite Index and the O&G E&P sub-index. Gas futures are up 4.8% year-to-date,
versus oil futures up 2.0% year-to-date."(1/8/08)
- "Oil pared earlier gains to fall below US$36 a barrel after government data showed that U.S. crude oil stockpiles rose by more than expected last week. . ."
- "As of March 20, 2009, year-to-date the oil sands index has outperformed oil and gas futures and the other TSX Composite indices."
|
|
|
|
Toby Pierce
GMP Securities
+44-20-7647 2822
toby.pierce@gmpeurope.com
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "we believe there's considerable upside for the stock"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "continues to unlock the potential of the rapidly evolving Nukhul play"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "self-funded with growing operations, diverse portfolio"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "executing an active drilling program"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "We see exploration activity continue to build and potential upside from fracing program at Atra as key drivers"
|
|
|
Chris Pikul
Morgan Keegan
Energy XXI EXXI:NASDAQ - "significant potential from Davy Jones"
Energy XXI EXXI:NASDAQ - "oily E&P stock with meaningful drill-bit catalysts and an attractive valuation"
Energy XXI EXXI:NASDAQ - "accretive acquisition complements ultra-deep story"
Energy XXI EXXI:NASDAQ - "the risk-reward outlook for EXXI remains very attractive"
|
|
|
|
Juan Plessis
Canaccord Genuity
1.604.643.0181
jplessis@canaccordgenuity.com
Canada
Nevada Geothermal Power Inc. NGP:TSX.V; NGLPF:OTCBB - "we believe the stock has considerable upside potential"
|
|
|
|
Robert Plexman
CIBC World Markets
|
|
|
|
Mark Polak
Scotia Capital
(403) 213-7349
mark_polak@scotiacapital.com
Alberta
Canada
Primary Petroleum TSX.V:PIE - "Bakken core indicates total organic carbon content in excess of 14%"
|
|
|
|
Byron Pope
Tudor, Pickering Energy & Co.
713-333-2963
Houston, TX
USA
|
|
|
|
Nicholas Pope
Dahlman Rose & Co.
212-702-4511
npope@dahlmanrose.com
New York
USA
Energy XXI EXXI:NASDAQ - "one of [the] best vehicles for exposure to near-term oil prices"
Atlas Energy, Inc. ATLS:NYSE - "With 270,000 net core Marcellus acres, Atlas has room to run for years"
|
|
|
|
David Popowich
Macquarie Research
1-403-539-8529
david.popowich@macquarie.com
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "increased production at West Gharib over seven-fold since Gulf of Suez acquisition"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Lower Nukhul production well above expectations"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "additional production will put the company in good shape"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "still significant unbooked upside, particularly in the Lower Nukhul formation"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "remains our top pick among small-cap international E&Ps"
|
|
|
|
Kent Porteous
Haywood Securities
|
|
|
Chris Potter
Northern Border Capital Management
|
|
|
|
Chad Potter
RBC Capital Markets
|
|
|
|
Siddharth Rajeev
Fundamental Research Corp.
Mawson Resources Ltd. MAW:TSX; MWSNF:OTCPK; MRY:Fkft - "samples returned as high as 0.95m grading 1.424 g/t Au and 1.3% U308"
Fission Energy Corp. FIS:TSX.V; FSSIF:OTCQX - "drilling at Waterbury Lake continues to intersect significant intersections of high-grade uranium"
|
|
|
|
Vikas Ranjan
Ubika Research
(416) 646-1941 ext 102
vikas@ubikacorp.com
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "strong executive team with significant potash experience"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "suitable target in the future"
|
|
|
|
Rehen Rashid
Friedman
|
|
|
|
Roger Read
Natixis Bieichroeder
713-751-1632
Houston, TX
USA
|
|
|
|
Mark Reichman
Madison Williams and Company
713.220.5113
mark.reichman@madisonwilliams.com
Houston,TX
USA
Enbridge Energy Partners, L.P. EEP:NYSE - "strong financial position, GP support and visible growth outlook"
Energy Transfer Partners L.P. ETP:NYSE - "raising target based on relative partnership and peer-group valuations"
|
|
|
|
Justin Reid
Cormark Securities
416-943-6429
jreid@cormark.com
Toronto
Canada
|
|
|
|
Greg Reid
Wellington West Capital Markets
(416) 642-3807
greid@wwcm.com
Polaris Geothermal TSX:GEO - "If all projects went ahead, could generate more than 350MW of production."
Polaris Geothermal TSX:GEO - "U.S. stimulus bill proposals favorable for geothermal developers."
Polaris Geothermal TSX:GEO - "we think they have a great resource there, which, when you put it all together, we think the economics of the projects look good."
Polaris Geothermal TSX:GEO - "Polaris Geothermal Inc., while not having U.S. resources, should benefit from . . .regulatory, energy security, green, etc."
- "Canadian-listed geothermal resource developers will benefit from increasing investor attention..."
|
|
|
|
Thomas Renaud
Arrowhead Business and Investment Decisions
917-370-5879
thomas.renaud@arrowheadbid.com
New York
USA
Mawson Resources Ltd. MAW:TSX; MWSNF:OTCPK; MRY:Fkft - "vast portfolio of uranium exploration assets in Sweden and Finland"
Mawson Resources Ltd. MAW:TSX; MWSNF:OTCPK; MRY:Fkft - "Rompas is a good exploration asset with very high-grade grab samples"
|
|
|
|
Mark Reynolds
Haywood Securities
403-509-1926
mreynolds@haywood.com
Alberta
Canada
|
|
|
|
Stephen Richardson
Morgan Stanley & Co. Incorporated
212-761-3741
stephen.i.richardson@morganstanley.com
New York
USA
|
|
|
|
Jon Rigby
UBS Securities
+44-20-7568 4168
jon.rigby@ubs.com
Royal Dutch Shell Plc RDS.A:NYSE; RDS.B:NYSE - "attractive valuation and catalysts across the balance of the year"
|
|
|
|
Jonathon Robert
Howard Weil Inc.
504-582-2638
Louisiana
USA
|
|
|
|
Jeff Robertson
Barclay's Capital
214-720-9401
jeffery.robertson@barcap.com
Dallas, TX
USA
|
|
|
|
Marc Robinson
Cormark Securities Inc.
416-943-4224
mrobinson@cormark.com
Canada
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "World Bank member invests $10M in AAA"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "intersects two major potash zones with grades of 23.4% and 22.0% KCL"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "highly strategic asset"
|
|
|
|
Marco Rodriguez
Stonegate Securities, Inc.
214-987-4121
USA
U.S. Energy Corp. USEG:NYSE - "increases proved reserves 80% YOY"
|
|
|
|
Ryan Roebuck
M Partners
416.603.7381 x255
rr@mpartners.ca
Toronto
Canada
|
|
|
|
James Rollyson
Raymond James & Associates Inc.
713-278-5254
Houston,TX
USA
|
|
|
|
Richard Roy
Citigroup Global Markets
Vanguard Natural Resources, LLC NYSE:VNR - "capital appreciation, long-term growth and income"
|
|
|
|
Barry Sahgal
Gilfoord Securities
212-940-9219
barry.sahgal@gilfordsecurities.com
New York
USA
|
|
|
|
Paul Sankey
Deutsche Bank Securities
|
|
|
|
Michael Scialla
Thomas Weisel Partners
720-479-2435
mscialla@tweisel.com
Denver, CO
USA
Atlas Energy, Inc. ATLS:NYSE - "core Marcellus holdings. . .have been de-risked more than the north-central PA area"
Atlas Energy, Inc. ATLS:NYSE - "An early mover in the Marcellus Shale, Atlas has assembled the sixth largest position of any public company in the play"
|
|
|
|
Angie Sedita
UBS Securities LLC
1-212-713 3587
angie.sedita@ubs.com
New York, NY
USA
Transocean Ltd. RIG:NYSE; RIGN:SIX - "confident that BP will honor indemnification for liability"
|
|
|
|
Roger Serin
TD Newcrest
roger.serin@tdsecurities.com
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "asset sales, increased production give AAV more flexibility"
|
|
|
Ryaz Shariff
Primevest Capital Corp.
|
|
|
|
Kevin Shaw
Wellington West Capital Markets
403-781-2715
kshaw@wwcm.com
Calgary
Canada
Crown Point Ventures Ltd. CWV:TSX.V - "the stars are beginning to align in Argentina"
Equal Energy Ltd. EQU:TSX; EQU:NYSE - "$55M capex budget in 2011 is poised to deliver CFPS growth of 20%–30%"
Vast Exploration Inc. TSX.V:VST - "Operator Niko continues to move the yardsticks at Qara Dagh well"
Crown Point Ventures Ltd. CWV:TSX.V - "has $35M in cash, no debt and is driving active 2011 program"
Crown Point Ventures Ltd. CWV:TSX.V - "Emerging pure-play Argentina E&P poised to evaluate significant resource upside"
|
|
|
|
Ryan Shay
Cormark Securities
403-750-7202
Calgary
Canada
|
|
|
|
Robin Shoemaker
Citigroup Global Markets
212-816-3258
robin.shoemaker@citi.com
New York
USA
Transocean Ltd. RIG:NYSE; RIGN:SIX - "almost certain to attract the attention of deep value investors"
|
|
|
|
Michael Shonstrom
GVC Capital
303-321-2392
mshonstrom@gvccap.com
Ur-Energy Inc. TSX:URE; NYSE.A:URG - "key NRC Source Material License expected Q211"
Ur-Energy Inc. TSX:URE; NYSE.A:URG - "gained 289.9% in 2010 making it the top-performing stock in Colorado"
Ur-Energy Inc. TSX:URE; NYSE.A:URG - "shares sell at a significant discount"
|
|
|
Yves Siegel
Credit Suisse
212-891-5036
New York
USA
- Credit Suisse Analyst Yves Siegel believes master limited partnerships (MLPs) are strong investment vehicles, particularly in uncertain economic circumstances. "I don't think there are many other places where investors can put their dollars and get a nice return with very moderate risk," he explains. In this exclusive interview with The Energy Report, Yves talks about the "Big Kahuna" and a handful of other well-managed MLP names with impressive yields and sector-leading growth prospects.
|
|
|
|
Alan Sinclair
Seymour Pierce
+44 (0) 20 7107 8094
alansinclair@seymourpierce.com
London
England
Energy XXI EXXI:NASDAQ - "potentially massive upside in EXXI's ultra-deep Shelf position"
|
|
|
|
Brian Singer
Goldman Sachs
212-902-8259
New York
USA
|
|
|
|
Jamie Somerville
TD Newcrest
403 299 8586
jamie.somerville@tdsecurities.com
Alberta
Canada
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "partners have been found and the deal appears to be going ahead"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "drill program likely to provide material discoveries in next 12 months"
TransAtlantic Petroleum Ltd. TNP:TSX; TAT:NYSE - "company's assets hold large resource potential"
|
|
|
|
Jeff Spittel
Natixis Bieichroeder
713-751-1652
Houston, TX
USA
|
|
|
|
David Stein
Cormark Securities Inc.
416-943-6407
dstein@cormark.com
|
|
|
|
Allan Stepa
Desjardins Securities
403-532-6613
Alberta
Canada
Novus Energy Inc. TSX.V:NVS - "financially well positioned to exploit Dodsland (Viking) drilling inventory"
|
|
|
|
Edward Sterck
BMO Capital Markets
+44 (0) 20 7246 5421
Edward.Sterck@bmo.com
Bannerman Resources Ltd. BAN:TSX; BMN:ASX - "proceeds will advance the Etango uranium deposit"
|
|
|
|
Johann Steyn
Citigrouup Global Markets
johann.steyn@citi.com
|
|
|
|
Waqar Syed
Macquarie Equities Research
303-952-2753
waqar.syed@macquarie.com
Denver
USA
Transocean Ltd. RIG:NYSE; RIGN:SIX - "attractively priced, and it appears. . .RIG's liabilities will not exceed insurance coverage"
|
|
|
|
Gordon Tait
BMO Capital Markets
403-515-1501
Gordon.Tait@bmo.com
Alberta
Canada
Advantage Oil and Gas Ltd. AAV:NYSE; AAV:TSX - "Glacier asset should continue to provide production growth into 2011"
|
|
|
|
David Talbot
Dundee Securities
416-350-3082
dtalbot@dundeesecurities.com
Toronto
Canada
Uranium Energy Corp. UEC:NYSE.A - "Salvo intercepts appear thicker than historical results"
Uranium Energy Corp. UEC:NYSE.A - "UEC is joining the ranks of a few select companies"
Ur-Energy Inc. TSX:URE; NYSE.A:URG - "first U308 contract very positive news—a stamp of approval"
Ur-Energy Inc. TSX:URE; NYSE.A:URG - "one of the largest U.S. purchasers now has a bested interest in URG's success"
Strateco Resources Inc. RSC:TSX - "among highest-grade uranium deposits, new intersection is 41% higher"
|
|
|
|
David Tameron
Wachovia Securities
Denver, CO
USA
|
|
|
|
Barbara Thomae
Thomae
|
|
|
|
Mark Thomas
Simmons & Co. International
713-546-7218
Houston,TX
USA
|
|
|
|
Chris Thompson
Haywood Securities
604-697-7433
www.haywood.com
Vancouver
Canada
- "With a potential bottom for the uranium spot price in sight, sale transaction volumes growing and market fundamentals holding firm, many are wondering which way to look among a dearth of oversold uranium producers, developers and explorers."(10/03/07)
- "The HJEI gained 38 points, uranium explorers (
and ) lead in recorded percentage gains."(10/03/07)
- "The performance of the uranium explorer subsector, as gauged by the Haywood Uranium Explorer Index (HUEI), marginally underperformed the Haywood Junior Uranium Index (HJUI) with returns of 3.80%."(11/01/07)
- "Haywood's Junior Uranium Index (HJUI) lost 3 points or 0.2% during the period of October 29 to November 12, to close at 1366, a 1,266% increase since January 1, 2005..."(11/14/07)
- "The bullish view rests mainly on supply-side considerations, which hinge on the ability of primary and non-primary sources of uranium to meet current and future demand requirements for nuclear power generation..."(11/29/07)
|
|
|
|
Jeff Tillery
Tudor, Pickering Energy & Co.
713-333-2964
Houston, TX
USA
|
|
|
|
Jeremy Tonet
UBS Securities
212-713-4838
jeremy.tonet@ubs.com
New York
USA
Energy Transfer Partners L.P. ETP:NYSE - "possesses the highest yield among peers"
|
|
|
|
Simon Tonkin
Thomas Weisel Partners
416.815.3115
stonkin@tweisel.com
Toronto
Canada
Mega Uranium Ltd. MGA:TSX - Mega Uranium Ltd. (TSX:MGA) "quality medium-term uranium project at Lake Maitland, good operating margins, experienced and entrepreneurial management"
|
|
|
|
George Topping
Blackmont Capital
416-865-2158
gtopping@blackmont..com
Toronto
Canada
|
|
|
|
Richard Tullis
Capital One
504-593-6118
richard.tullis@capitalonebank.com
New Orleans
USA
Energy XXI EXXI:NASDAQ - "Liquidity looks good for FY10"
|
|
|
|
John Tysseland
Citigroup
212-816-1442
New York
USA
|
|
|
|
Brian Uhlmer
Pritchard Capital Partners
713-401-1625
Houston, TX
USA
|
|
|
|
Shirish Vaidya
RB Milestone Group
212-918-4838
info@rbmilestone.com
New York
USA
JNR Resources Inc. TSX.V:JNN; OTCPK:JNRRF - "increasing assets, good drill results and upside potential of 46.3% over current price"
Verde Potash NPK:TSX.V - "market for AMZ's end product could as much as double"
|
|
|
|
Warren Verbonac
Union Securities Ltd.
403-205-2224
wverbonac@union-securities.com
Calgary
Canada
Mart Resources Inc. MMT:TSX.V - "Mart could experience substantial production growth"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Notable success achieved at Arta field"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "tenfold production increases"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Among the stocks we cover, this has been the most consistent growth story"
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "beating expectation"
|
|
|
|
Max Vichniakov
Octagon
(416) 306-2514
mvichniakov@octagoncap.com
Toronto
Canada
Verde Potash NPK:TSX.V - "extensive drilling campaign aims to upgrade the resource to the M&I category"
Verde Potash NPK:TSX.V - "economically attractive project and blue-sky potential"
|
|
|
|
Toni Wallis
Canaccord Genuity
604-643-7551
Vancouver
Canada
|
|
|
|
David Wargo
GMP Securities
416-943-6115
dwargo@gmpsecurities.com
Toronto
Canada
Lithium Americas Corp. LAC:TSX; LHMAF:OTCQX - "we believe LAC is the most promising lithium development story with a high likelihood of successfully achieving commercial production"
|
|
|
|
Bob Weir
eResearch
bweir@eresearch.ca
|
|
|
|
Phil Weiss
Argus Research Group
646-747-5481
pweiss@argusresearch.com
New York City, NY
USA
Transocean Ltd. RIG:NYSE; RIGN:SIX - "We are lowering our 2010 EPS estimate. . .and 2011 forecast [on RIG]."
|
|
|
|
MacMurray Whale
Cormark Securities
(416) 943-6708
Ram Power Corp. RPG:TSX - "amended PPA for its 26 MW Geysers project is an important milestone"
Etrion Corporation ETX:TSX - "significant period of project advancement and corporate growth"
Ram Power Corp. RPG:TSX - "an international collection of geothermal assets"
|
|
|
|
John Wilson
Resource Capital Research
02-9252-9405
johnwilson@rcresearch.com.au
Strathmore Minerals Corp. STM:TSX; STHJF:OTCQX - "pursuing enormous opportunities"
- "...Current indications suggest the uranium price is heading to US$148/lb near term, an increase of 7% from the current spot price;and US$165/lb by September 2008, an increase of 22% over the current spot price."(6/07)
- "Uranium sector pullback over the past quarter, many companies are ~ 50%
off their 12 month highs. Over the past month company share prices have started to recover and have bounced strongly off their lows."(9/25/07)
- "Uranium fund sentiment and activity remain important factors in the outlook for the spot uranium price." (3/08)
- "Planned and proposed new nuclear power reactors worldwide have increased in the past two years. From Jan ’07 to Aug ’08 there was an increase of 96 reactors from 222 reactors (Jan ‘07) to 318 reactors (Aug ‘08), a rise of 43% since Jan ‘07."
|
|
|
|
Kirk Wilson
Clarus Securities
403-750-7213
Calgary
Canada
Novus Energy Inc. TSX.V:NVS - "well positioned for growth"
Primary Petroleum TSX.V:PIE - "continues to accumulate its land holdings"
Novus Energy Inc. TSX.V:NVS - "positive cash flow is a turning point in this growth story"
Primary Petroleum TSX.V:PIE - "Western Montana lands alone could be valued at $150M–$270M"
Primary Petroleum TSX.V:PIE - "Potential to exceed other Bakken plays"
|
|
|
|
Robert Winslow
Wellington West Capital Markets
416-847-3403
rwinslow@wwcm.com
Toronto
Canada
Verde Potash NPK:TSX.V - "Cerrado Verde could provide the feedstock for a unique TK fertilizer operation—Brazil's growth supports demand"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "attractive grades continue at shallow depth; supports low-cost project"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "Jr. potash company with strong government support, low-cost potential"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "cash injection fully finances remaining feasibility work"
Allana Potash Corp. AAA:TSX; ALLRF:OTCQX - "significantly de-risked from financing, political and technical perspectives"
|
|
|
|
Jon Wolff
Credit Suisse
212-538-4563
jon.wolff@credit-suisse.com
New Yrok
USA
|
|
|
|
Marvin Wolff
Paradigm Capital Inc.
416.361.3376
mwolff@paradigmcap.com
Canada
Etrion Corporation ETX:TSX - "business model demonstrating low risk, strong returns and steep growth curve"
Etrion Corporation ETX:TSX - "strong management executing aggressive growth plan; robust forecast"
Etrion Corporation ETX:TSX - "uniquely positioned to experience impressive revenue and EBITDA growth"
|
|
|
|
Gavin Wylie
Scotia Capital Inc.
403-213-7333
gavin_wylie@scotiacapital.com
Canada
Vast Exploration Inc. TSX.V:VST - "potential in Kurdistan remains significant"
Vast Exploration Inc. TSX.V:VST - "remains one of the highest reward stories in our coverage universe"
Vast Exploration Inc. TSX.V:VST - "remains one of the highest reward, yet speculative names in our group"
Vast Exploration Inc. TSX.V:VST - "given size of overall prize, the risk-reward tradeoff as attractive"
|
|
|
|
Gil Yang
Citigroup
212-816-5803
gil.yang@citigroup.com
New York
USA
|
|
|
|
Anthony Young
Dahlman Rose & Co.
212.702.4501
ayoung@dahlmanrose.com
New York, NY
USA
Uranerz Energy Corp. URZ:TSX; URZ:NYSE.A - "increasing production provides attractive leverage to spot uranium"
|
|
|
Eric Zaunscherb
Canaccord Genuity
604-699-6631
Vancouver
Canada
- "We believe that the spot uranium price will strongly firm towards the end of the first half of 2008 as utilities resume buying, and supply disruptions play into the market." (2/13/08)
Mega Uranium Ltd. MGA:TSX - "91% of the pounds are now in the indicated category [at Lake Maitland]"
U3O8 Corp. UWE:TSX.V - "We view the exploration potential of U3O8's project in Guyana highly. . ."
|
|
|
|
Wendell Zerb
Canaccord Genuity
604-643-7850
Vancouver
Canada
- "Our outlook for uranium is “steady as she goes”. Utilities continue to be quiet buyers;hedge funds even more so. Fundamentals remain solid."(12/19/07)
- "UxC Consulting is projecting uranium production to increase by 14% in 2008; however, with the various delays and with one- third of 2008 already behind us, we suggest that production will not likely meet this target for 2008." (4/23/08)
|
|
|
|
Annie Zhang
Octagon Capital Corporation
416-304-7792
azhang@octagoncap.com
Toronto
Canada
TransGlobe Energy Corp. TGL:TSX; TGA:NASDAQ - "Production in 2009 increased 22% over the prior year"
|
|
|
|
Michael Zuk
Stifel Nicolaus
(403) 268-9158
mzuk@stifel.com
Alberta
Canada
Novus Energy Inc. TSX.V:NVS - "increases exposure to the Viking in Saskatchewan"
|
|