Streetwise Oil & Gas - Exploration & Production Interviews



Rick Rule and Porter Stansberry's Guide to Protecting Your Portfolio from the Ravages of the Currency Wars
Source: Karen Roche of The Gold Report  (6/25/15)
Russia, China and the U.S. are in a battle for currency dominance and natural resource stocks have been buffeted as a result. When the dust settles, smart natural resource investors could be the big winners as long as they have taken the right protective measures. In this interview with The Gold Report, Sprott USA Holdings CEO Rick Rule and Stansberry & Associates Investment Research founder Porter Stansberry—the men behind the upcoming Sprott-Stansberry Vancouver Natural Resource Symposium—share their strategies for picking good companies no matter what happens on the political front. More >


'Rent' the Oil Space to Blunt the Jagged Downside of Volatility: Paradigm's Ken Lin
Source: JT Long of The Energy Report  (6/16/15)
Worried about a volatile oil and gas market? Paradigm Capital's Ken Lin advises waiting for quality companies to take a hit before swooping in to stock up, and then taking profits on the way up to avoid being caught in future carnage. In this interview with The Energy Report, Lin outlines eight companies with underlying strength. More >


Chris Berry Michael Berry

Chris and Michael Berry: What the Boomers Got Wrong—and Right—About Natural Resource Investing
Source: JT Long of The Gold Report   (6/15/15)
What do Gen Xers not understand about value investing? What can Millennials learn from today's resource investors? In anticipation of Father's Day, The Gold Report, quizzed Chris and Dr. Michael Berry, authors of the Disruptive Discoveries Journal, on how investing has changed over the years in the gold, silver, niche metals and energy space, and what they are investing in today to make sure they survive to see the next cycle. More >


Brian Hicks

U.S. Global's Brian Hicks Shares His Summer Plans for Creating the Ultimate Resource Fund
Source: JT Long of The Energy Report  (5/26/15)
You may want to rethink those tickets to Hawaii, and instead spend the summer basking in the opportunities developing in three different sectors of the oil market. In this interview with The Energy Report, U.S. Global Resources Fund Manager Brian Hicks shares the names of the juniors that could benefit from the current volatility. Plus, he reveals the dramatic shift he made in the fund this year that allows him to get paid to wait for the market to catch fire. More >


Keith Schaefer

Now Is the Time to Own the Oil & Gas Leaders: Keith Schaefer
Source: Tom Armistead of The Energy Report  (5/19/15)
U.S. shale oil producers have responded to the oil price collapse so quickly, and with such discipline, that they've shown they are able to turn production on and off as if with a light switch. As Keith Schaefer tells The Energy Report, that means it's time to be nimble, and to keep small positions until oil finds a stable new price level. More >


Angelos Damaskos

Four Canadian Juniors Poised to Gain in the Oil and Gas Recovery: Angelos Damaskos
Source: Kevin Michael Grace of The Energy Report  (5/12/15)
With crisis comes opportunity, as the saying goes, and Angelos Damaskos, principal adviser of the Junior Oils Trust, has capitalized on the panicked selloff of junior oil and gas companies to build positions in four promising names in Western Canada. In this interview with The Energy Report, he explains why oil prices could reach $75 per barrel in the near future, and why companies making good money now will make much more on the upswing, with great benefits to shareholders. In addition, he highlights two Australian companies with highly prospective projects. More >


Randall Abramson

The Three Principles that Guide Randall Abramson's Oil & Gas Investment Strategy
Source: Brian Sylvester of The Energy Report  (4/23/15)
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. More >


Chen Lin

Chen Lin Sees Buying Opportunity of a Lifetime in Energy Stocks
Source: JT Long of The Energy Report  (4/2/15)
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. More >


Johan Hedstrom

Five Companies in Australia's Cooper Basin Worth Watching: Canaccord Genuity's Johan Hedstrom
Source: Peter Byrne of The Energy Report  (3/26/15)
Canaccord Genuity energy analyst Johan Hedstrom is tasked with scouring the Australian oil patch looking for good deals even as prices slip and slide. In an interview with The Energy Report, Hedstrom minces no words: Pricing and rig costs are obstacles to taking large profits. But there is a silver lining to the energy price cloud—Australian gas exports. More >


With Expertise and a Little Luck, East West Petroleum Reels in Profits Despite Oil Price Plunge
Source: Kevin Michael Grace of The Energy Report  (3/26/15)
Many oil companies have been devastated by the oil price debacle. East West Petroleum, on the other hand, is making money, pumping more oil and strengthening its cash balance. CEO David Sidoo tells The Energy Report how shrewd joint ventures and a firm commitment to low costs have led to highly profitable wells in New Zealand and significant upside in Romania. More >


Philip Richards

Why Goldman Sachs Is Wrong About Commodity Prices: Philip Richards
Source: JT Long of The Mining Report  (3/17/15)
Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment. More >


Stephane Foucaud

Stephane Foucaud: How to Make Money in the Chaos of Oil and Gas
Source: Tom Armistead of The Energy Report  (3/11/15)
Operating in difficult conditions—whether political, logistical or technical—comes with the oil and gas territory, but the collapse in oil and gas prices has added further complexity and risk to the space. Though many companies have lost half or more of their share price in the debacle, Stephane Foucaud of FirstEnergy Capital tells The Energy Report how to find value in small-cap exploration and production names, and provides several examples of companies poised to rebound on the upturn. More >


When Junior Markets Turn Most Negative in 35 Years, Guess Where Financier Carlo Civelli Puts His Money?
Source: JT Long of The Mining Report  (3/10/15)
After 30 years of investing in natural resources, financier and founder of Clarion Finanz Carlo Civelli has declared 2015 to be one of the worst natural resource investing markets he has ever seen. But he is still finding opportunities by funding some of his favorite management teams in neighborhoods where he sees an opportunity to prove resources and attract buyers. In this interview with The Mining Report, he shares his secret for finding companies that can create value despite challenging market conditions, and he reveals where he is putting his money today.

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Steve Palmer

Contrarian Steve Palmer's Balancing Act Stretches from Western Canada to the East China Sea
Source: Peter Byrne of The Energy Report  (3/5/15)
Building a small-cap energy portfolio that maintains balance in turbulence requires the ability to spot junior firms with solid backbones. Steve Palmer of AlphaNorth Asset Management has made a career of spotting companies loaded with value, and he tells The Energy Report not only what he looks for, but also where he has found it. More >


Brian Bagnell

Macquarie's Brian Bagnell: Forget Peak Oil; Worry About Peak Demand
Source: Kevin Michael Grace of The Energy Report  (2/26/15)
Brian Bagnell of Macquarie Capital Markets has two caveats for investors in junior oil and gas companies: Expect extreme volatility, and don't expect oil prices above $70/barrel anytime soon. He tells the The Energy Report that the winners in this sector will demonstrate maximal efficiency and minimal costs, and that even in this time of crisis there are bargains to be had. More >


John White

ROTH Capital's John White Pumps the Permian for Profit
Source: Tom Armistead of The Energy Report  (2/19/15)
John White has initiated coverage on several small-cap exploration and production companies in the Permian Basin, the latest of the major basins to turn in a big way from vertical oil and gas wells to horizontal fractured wells. In this interview with The Energy Report, the ROTH Capital Partners senior research analyst names five Permian players on his list of favorites. More >


Etienne Moshevich

Alphastox's Moshevich Defines the One Thing Strong Energy Juniors Share
Source: Peter Byrne of The Energy Report  (2/19/15)
The implosion of oil and gas prices will flush out oil and gas exploration juniors with weak balance sheets and too much debt, says Etienne Moshevich, editor of Alphastox.com. The small-cap companies left standing, however, are poised to soar once the market begins to accelerate. In this interview with The Energy Report, Moshevich touts the benefits of motivated management teams and solid balance sheets for all companies in the energy sector, and singles out seven oil and gas juniors, plus a pair of uranium picks, with outstanding prospects come the turnaround. More >


Bob Moriarty

Low Oil Prices Are an Act of Economic Warfare: Veteran Investor Bob Moriarty
Source: Karen Roche, The Energy Report  (2/12/15)
This is a wonderful time to have cash and be in the oil business, according to Bob Moriarty of 321energy.com. That's because savvy juniors can go shopping for assets being sold as "uneconomic" when oil is $40–50/barrel. But the low price won't last, he tells The Energy Report, predicting much higher oil within the year. And while that increase will cause oil stocks to rise in tandem, Moriarty reminds investors that it still pays to be selective. More >


Garth Braun

Blackbird's Garth Braun: Leveraging Leadership, Foresight and Natural Gas Liquids
Source: George S. Mack of The Energy Report  (2/10/15)
When an energy company has grown its share price more than 400% against strong headwinds in one year, that's an attention-getter. The formula, as always, is to get the right management, after which value will be created and growth will follow. CEO Garth Braun of Blackbird Energy Inc. has made sweet lemonade out of a sour market in fossil fuels. In this interview with The Energy Report, Braun describes his business model and talks about his management and leadership style. More >


Michael Waring

Michael Waring Has Seen the Energy Downturn Movie Before, and He's Not Worried
Source: Tom Armistead of The Energy Report  (1/29/15)
With oil and gas prices down, it's time to cull the herd, sell marginal producers and double down on the strong ones in your portfolio, says Michael Waring, founder of Galileo Global Equity Advisors Inc. In this interview with The Energy Report, Waring explains that this kind of correction happens every 10 years in this space. It presents opportunities for companies to improve and investors to profit—and he names four companies he considers most likely to succeed. More >


Jason Wangler

Jason Wangler Throws a Lifeline to Oil and Gas Investors
Source: Tom Armistead of The Energy Report  (1/15/15)
The crash in oil prices and the continued depression in gas prices have exploration and production companies and their services providers hunkered down, cutting capital expenditures and trying to bring spending into line with income, says Wunderlich Securities Analyst Jason Wangler. The likely survivors have similar traits, and in this interview with The Energy Report, Wangler shares their secrets, and names companies he expects will have an especially bright future. More >


Rich Masterson

Revolutionary Oil Prospector Richard Masterson Shares Fracking Investment Opportunities Gov. Cuomo Can't Touch
Source: George S. Mack of The Energy Report  (1/8/15)
Richard "Rich" Masterson, a Midland, Texas-based consulting geologist, has helped originate oil and gas projects with previously unseen potential. In this interview with The Energy Report, Masterson describes the significance of innovative science and new methods of prospecting to locate and liberate large amounts of energy, regardless of NIMBY politics like those playing out in New York State. He also brings projects and companies with potential upside for investors to the surface. More >


Are You Ready for the January Effect?
Source: JT Long of The Mining Report  (1/6/15)
As far back as 1942, economists have noted that small-cap companies in particular tend to surge at the beginning of the year in a cycle known as the January Effect. After the year we have seen in the natural resources space, The Mining Report checked in with sector experts to find out whether they are expecting this traditional gift, how they are preparing for it and what companies could benefit. More >


Steven Salz

Turbulent Times Call for Insulated Investments: Steven Salz
Source: Tom Armistead of The Energy Report  (12/18/14)
Turbulence and volatility are in Steven Salz's forecast for the energy market. The special situations analyst at M Partners tells The Energy Report that falling oil prices are hurting oilfield services companies in different measures depending on their specialties, but that all are taking hits. A sign of the times: He thinks the Halliburton/Baker Hughes merger may be the first of a series of consolidations in the space. More >


Chen Lin

Chen Lin: Low Oil Prices Fuel Bonanza Increases in Ethanol Stocks
Source: Kevin Michael Grace of The Energy Report  (12/11/14)
Chen Lin was one of the very few who foresaw the collapse in oil prices, so investors are well advised to pay attention to his advice. In this interview with The Energy Report,
the author of the What is Chen Buying? What is Chen Selling? newsletter touts the prospects of a few oil companies that can prosper in the downturn, and explains why cheap oil means high profits for U.S. ethanol producers. More >


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