Streetwise Reports' Article Archives — May 2014 back to current month (15)
Joe Giamichael's Top Two Oil & Gas Fixer-Uppers (05/29/2014)
Joe Giamichael likes a project. The founder of Umbrella Research & Advisory finds underperforming junior explorers and producers with fundamentals that spell success, and he works with them to achieve their potential. In this interview with The Energy Report, Giamichael describes the strategies that have allowed these companies to thrive, and why the good times are just beginning for shareholders.
Pad Drilling: Innovation in the Oil and Gas Industry (05/29/2014)
"Pad drilling is one of the most significant innovations in the oil and gas industry in recent times."
The Lower the Uranium Price, the Higher the Rebound (05/27/2014)
"Uranium prices still are irrationally low. This basing period is the best time to accumulate if you are a long-term investor who believes uranium will rebound."
Cash in on Energy in Ukraine and the Rift Basins of Eastern Africa (05/22/2014)
Sometimes a major's trash is a junior's treasure. That's the story in East Africa, where majors began outlining resources and then ditched them for onshore assets. In their wake, junior companies with technical expertise are ready to unlock more wealth than the large caps thought possible. In this interview with The Energy Report, Canaccord Genuity Director of Research Christopher Brown fills us in on hidden opportunities in the rift basins of east Africa. He also shares an interesting perspective on how to make money on oil and gas ventures in Ukraine.
Surfing the Volatility Curve with Jason Wangler (05/22/2014)
There is money to be made as oil and gas prices fluctuate. Wunderlich Securities' Analyst Jason Wangler is no Pollyanna—he casts a cold, analytical eye on the volatility of the energy markets. In this interview with The Energy Report, Jason explains how to create a solid portfolio of attractive North American juniors—with lucrative side trips to South America and Africa.
Survival Strategies in the Atacama Desert: Chilean Lithium Miners Manage by Playing the Regs (05/20/2014)
Lithium is an essential component of batteries for small electronics and large electric vehicles as well as for materials for the housing and construction industry. In this interview with The Mining Report, economist Daniela Desormeaux, founder of signumBOX and widely quoted expert on industrial chemicals, shines a light on the lithium industry for investors looking for a new opportunity.
Which Resource Areas Show Signs of Strength? (05/19/2014)
"Global growth in 2014 is likely to accelerate, for the first time in four years, to 3.5%, according to ISI. This is constructive news for commodities."
Phil Juskowicz: How to Beat the Street to North American Energy Profits (05/15/2014)
When differentials emerge, it's time for investors to take notice. Phil Juskowicz, a managing director in Casimir Capital's research department, smells opportunity in micro-cap oil and gas companies, which have lagged behind the small caps for the last three years. In this interview with The Energy Report, Juskowicz explains how they are undervalued, and why they are the ultimate leveraged plays in the (very likely) event of natural gas demand growth.
Fadel Gheit: Lift Oil Export Ban, Free Domestic Profits and Defeat Russia (05/15/2014)
Oppenheimer & Co. Managing Director and Senior Energy Analyst Fadel Gheit knows how to thwart Russia's aggressive tendencies and encourage domestic oil and gas production: Lift the ban on oil exports. In the absence of a strategic U.S. energy policy, some companies will do better than others. In this interview with The Energy Report, conducted during earnings season, Gheit shares some of his insights on which companies have catalysts with bottom-line impacts.
Bill Newman: Get Over Your Fear and Go for Black Gold in Argentina (05/08/2014)
It's been a long time since the Repsol fiasco in Argentina, and the oil-rich nation has been making steady efforts to encourage foreign investment in its energy sector. Bill Newman, vice president of international oil and gas with Mackie Research Capital, insists investors should focus less on political risk and more on the world-class Vaca Muerta shale play. In this interview with The Energy Report, Newman names oil and gas majors and junior explorers making progress, and recommends a few names that are taking advantage of Argentina's production incentives.
How to Exploit the Coming Natural Gas Export Explosion: Frank Curzio (05/08/2014)
There's more than one way to invest in energy, and you don't have to choose between majors and juniors. Frank Curzio, editor of the Small Stock Specialist newsletter, tells us exactly why every investor needs a diversified portfolio of juniors, large-cap oil and gas producers and natural gas services. In this interview with The Energy Report, Curzio talks of a shifting political climate and why it could mean a massive boom for U.S. natural gas exports. Don't let yourself be caught out in the cold when the natural gas market catches fire.
Malcolm Shaw: Why Is the Market Ignoring These Companies? (05/06/2014)
Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting uranium discoveries on the planet. Yet Shaw, a partner at Hydra Capital Partners Inc., is sometimes mystified by the lack of investor interest. In this interview with The Mining Report, Shaw talks about these projects and more, explaining how a savvy investor can profit from diamond-in-the-rough opportunities.
Albania Is Fertile Ground for Oil Opportunities (05/05/2014)
"Today Bankers' Albanian discovery is the largest onshore oilfield in all of Europe."
Angelos Damaskos: The Best Way to Profit from Peak Oil (05/01/2014)
The era of cheap oil is over, declares Angelos Damaskos. In this interview with The Energy Report, the principal adviser of the Junior Oils Trust says that oil will become progressively more expensive to find, with prices topping the all-time high of $147 per barrel within 10 to 20 years. He counsels that investors should avoid the majors (too stodgy) and the pure explorers (too risky) and should instead choose producers or near-producers, highlighting five companies with good reserves and room to grow.
Are You Smarter than the Average Portfolio Manager? Joe Reagor Says to Invest in Energy Six Months Ahead (05/01/2014)
According to Joe Reagor, analyst with ROTH Capital Partners, the average portfolio manager focused on uranium sees the potential for the uranium price to rebound in the second half of 2014—that's why some uranium miners have already felt jolts in their share prices. In this interview with The Energy Report, find out about companies with crucial access to capital, and how undervalued oil and gas producers in the U.S. and Poland could deliver stealth profits to your energy investment portfolio.
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