Streetwise Reports' Article Archives — April 2015 back to current month (12)
Are you ready for $74 per barrel oil? In this interview with The Energy Report, RBC's John Ragozzino tells us he's anticipating a V-shaped oil price recovery that could bode well for upstream master limited partnerships, the companies that invest in oil and gas assets and have been hit hard by lower prices. He has followed MLPs through the highs and lows, and he knows which had the strength to hedge at the right times and which are liquid enough to take advantage of growth opportunities that could be right around the corner.
Ryan Castilloux's State of the REE Market Address (04/28/2015)
We are five years into this new market for rare earths: five years that dawned with higher rare earth elements prices, that unfolded with a new generation of publicly listed junior resources companies with REE properties and projects, and that saw a vicious bear market spread across the domestic and global mining sectors. But soon we will turn the page, says Ryan Castilloux, founding director and market research analyst with Adamas Intelligence, following a price rally for magnetic REEs that could regenerate investor interest and further buoy the sector. In this interview with The Mining Report, Castilloux discusses four REE projects that continue to advance, as well as companies making strides with REE extraction and separation technologies.
The Big Opportunity in US Energy Right Now—and Why (04/28/2015)
"Despite the downturn in rig counts, there are a lot of Drilled-but-Uncompleted wells that will get fracked before the rig count turns up."
The market analysis tools used by Randall Abramson of Trapeze Asset Management Inc., suggest that the broad market has been fairly valued for about a year. But by applying apples-to-apples metrics to companies in the energy sector, Abramson has found specific equities trading well below their estimated appraised values. By the end of 2015, Abramson predicts oil prices will rise back to $70 per barrel or more, and undervalued energy equities should propel toward fair value. In this interview with The Energy Report, Abramson pinpoints some unloved energy companies poised for the rebound.
As the political and financial pressures on fossil fuels mount, investors are starting to explore the renewable energy space with an eye toward reaping its potential. Rupert Merer analyzes that growing energy sector for National Bank Financial and tells The Mining Report why betting on the future of renewables is a prudent strategy for profit growth.
The weeding out of the good deals from the bad deals has now begun to restore a balance to Saskatchewan, which maintains the promise of a highly attractive final frontier in which smart management makes all the difference.
Australia has a lock on a significant portion of the world's uranium reserves. Patersons Securities' Simon Tonkin is the go-to man for analyzing the Australian energy markets. In this interview with The Energy Report, Tonkin tells us how the uranium investment space works—and which junior explorers in Australia, Africa and North America look attractive as the price of yellowcake continues to stabilize.
Nuclear power is enjoying a renaissance, and the world will soon need more uranium. Up to 50% more within a decade, says Joe Reagor of ROTH Capital. In this interview with The Mining Report, he explains that the share prices of uranium juniors remain low because the uranium spot price has not yet risen to reflect the increased demand just around the corner. This provides a great opportunity for canny, long-term investors, and Reagor identifies four companies that have the means to profit from the inevitable need for their product.
Smart energy investors pay attention when Dundee Capital Markets' David A. Talbot speaks. With decades of experience as a geologist and financial analyst, Talbot knows his game. He puts his muddy boots on the ground, always visiting a mine before recommending a buy. In a wide-ranging interview with The Energy Report, Talbot opens Dundee's basket of well-positioned uranium mining firms—all well-managed companies that will pump out riches as the uranium price stabilizes.
Where can investors turn when global quantitative easing and the Energizer Bunny of dollars is crushing commodity prices to within an inch of the junior miners' lives? In this interview with The Mining Report, Disruptive Discoveries Journal writer Chris Berry suggests dedicating yourself to understanding the technologies and paradigm shifts that can lower costs, and participating in the growing electric car and energy storage battery markets. He names some of the innovative companies that are finding new ways to separate the most valuable resources and enter the supply chain before it is too late.
After four challenging years in the uranium space, there are finally signs suggesting this part of the commodities market is due for a recovery. . .
After correctly predicting $47/bbl oil last year, Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling?, is licking his stock-picking chops at the bargains now available in international oil plays and the ones that could materialize stateside if the artificial pressure on domestic oil created by a ban on exports is not lifted. In this interview with The Energy Report, he names three stocks that are the victims of global hysteria around plunging oil prices and blindness to local opportunities.
|"POE was drilling water but found a good oil zone!"|
|"AZZ showed recoveries of 87–92% for copper, 82–88% for silver."|
|"DEFN's high-grade rare earths deposit is rich in 'magnet' materials."|