Streetwise Reports' Article Archives — December 2015 back to current month (4)
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.
The price of uranium is still in the doldrums, but that will change soon—and violently, says Rob Chang of Cantor Fitzgerald Canada. In this interview with The Energy Report, he explains that electric utilities will begin to run short of fuel even before 2020, when 33 additional reactors are expected to come on line. With that in mind, Chang predicts that prices could triple in the next few years, and highlights a half-dozen equities that will likely supply the increased demand and thereby deliver multiples to investors.
Eric Coffin, editor of HRA Journal, one of the must-read newsletters in the junior mining sector, questions Fed Chair Janet Yellen's timing, warns investors about the growing divergence between equity and higher yield market and discusses which companies are poised to profit from uranium's mined supply deficit.
As Matt Badiali, geologist and editor of the Stansberry Resource Report, explains, it has only been in the last few decades have we learned to release the potential of the massive oil and gas reservoirs in the U.S. Now we are learning how to tell if a shale project will be profitable. In this Energy Report article, he shares three names he is watching closely.
|"TRCH is looking attractive here; it broke out of a base pattern."|
|"UGE is well on its way to a high-margin, recurring revenue stream."|