Marin Katusa: Tricks Anybody Can Use to Out-Invest the Top Fund Managers
Source: Karen Roche of The Energy Report  (6/30/15)
You don't have to be a geologist or a workaholic fund manager to spot deals in the natural resources space—although it helps if you know a good one. Focus on the people behind the company, find out if they have skin in the game, and wait until you can get in at a lower price than their price. Then be patient. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares some of the names in the uranium and oil and gas space that could add up to future profit for any investor. More >

VSA Capital's Paul Renken Follows the Flow of Risk Capital into the Battery Space
Source: Brian Sylvester of The Energy Report  (6/23/15)
Paul Renken, mining analyst with London-based VSA Capital, says risk capital is being invested ahead of actual consumer demand in the high-technology battery/electric vehicle sector, and believes the "if-you-build-it-they-will-come" mentality pervading the space is an investment wave of the future. In this interview with The Energy Report, Renken offers insight into what he wants in battery materials equity plays, as well as in uranium and fertilizer plays, all of which are primed to power energy portfolios. 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 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 >

Uranium Got You Down? Better Days Are Ahead: Cantor Fitzgerald Canada's Rob Chang
Source: Tom Armistead of The Energy Report  (6/9/15)
Uranium's price has been low and stagnant for years, but that's going to change, says Rob Chang of Cantor Fitzgerald Canada. Chang foresees volatility as the 2020 uranium deficit draws closer and demand for the limited stockpile drives the price up. In this interview with The Energy Report, the analyst points out that investors can find bargains throughout the space, and describes a handful of companies he considers particularly interesting. More >

How to Ride the Lithium Battery Boom: JGL Partners' Jonathan Lee
Source: Tom Armistead of The Energy Report  (6/2/15)
Tesla's Gigafactory and Powerwall, plus other proposed battery plants and uses, are sparking a surge in demand for lithium, says Jonathan Lee of JGL Partners. Lee tells The Energy Report that he expects double-digit compound annual growth rates over the next few years as battery prices continue to fall and demand rises. The lithium space is small and entrenched, but the widening gap between supply and demand is prying an opening for new entrants, which Lee believes provide the best investment opportunities in the sector. More >

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 >

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 >

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 >

How to Pick the Winners in the Keystone Debate
Source: Money Morning  (5/7/15)
"There will be some big winners if the pipeline proceeds—but a lot more will be either unaffected or potentially hurt by more oil sloshing into the U.S. market." More >

Investment in Renewables Generates Illuminating Dividends: John McIlveen
Source: Tom Armistead of The Energy Report  (5/6/15)
Renewable energy's days as the industry's disruptive stepchild are nearly over, says John McIlveen, senior vice president of Jacob Securities. Costs have fallen in recent years, making wind and solar competitive in a growing number of markets. In this interview with The Energy Report, McIlveen explains that 20-year take-or-pay contracts are turning renewable energy developers into steady, dividend-paying power producers, and he names the companies making the most of their opportunities. More >

Three Upstream MLPs with the Discipline to Succeed in the Coming Recovery: RBC Analyst John Ragozzino
Source: JT Long of The Energy Report  (4/29/15)
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. More >

Ryan Castilloux's State of the REE Market Address
Source: Brian Sylvester of The Mining Report  (4/28/15)
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. More >

The Big Opportunity in US Energy Right Now—and Why
Source: Keith Schaefer, Oil and Gas Investments Bulletin  (4/28/15)
"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." More >

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 >

How to Make Money in Renewable Energy: NBF's Rupert Merer
Source: Peter Byrne of The Mining Report  (4/21/15)
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. More >

Is This Where Investors Should Be Looking When Oil Recovers?
Source: James Stafford, Oilprice.com  (4/21/15)
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. More >

The Message from the Australian Front Is Uranium Is Looking More Attractive: Patersons' Simon Tonkin
Source: Peter Byrne of The Energy Report  (4/16/15)
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. More >

Joe Reagor: Four Uranium Companies Poised to Profit from the Growth of Nuclear Power
Source: Kevin Michael Grace of The Mining Report  (4/14/15)
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. More >

Dundee's David Talbot Charges Ahead, Confident that Uranium Has a Bright Future
Source: Peter Byrne of The Energy Report  (4/9/15)
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. More >

Disruptive Stock Watcher Chris Berry Cautions Investors About the Real Potential of Deflation
Source: JT Long of The Mining Report  (4/7/15)
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. More >

A Commodities Market Rebound Investors Don't Want to Miss
Source: Peter Krauth, Money Morning  (4/3/15)
After four challenging years in the uranium space, there are finally signs suggesting this part of the commodities market is due for a recovery. . . More >

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 >

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 >