The Energy Report
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"FCU's PLS is the most exciting exploration project globally, in our view, with significant resource potential." (2/26/14) Fission Uranium Corp. - David Sadowski, Raymond James More >
"LAM might enjoy a valuation premium that the market normally attributes to producing assets." (2/25/14) Laramide Resources Ltd. - Sheldon Modeland, Edison Investment Research More >
"We expect to see higher production rates from EFR should uranium prices improve on the back of Japanese reactor restarts and the recent expiration of the HEU agreement." (2/25/14) Energy Fuels Inc. - Sheldon Modeland, Edison Investment Research More >
"Exposure to the highly prospective Athabasca Basin could make UEX an important player on the regional M&A scene." (2/25/14) UEX Corp. - Sheldon Modeland, Edison Investment Research More >
"FCU is one of our top picks." (2/25/14) Fission Uranium Corp. - David Talbot, Dundee Capital Markets More >
Sector Experts
Peter Epstein
In 2011, CFA Peter Epstein left his senior analyst position at a $3B hedge fund and formed MockingJay Inc., a consultancy for companies in the natural resources space and an informal investment adviser to high net worth investors, family offices and funds. The company's mission is to increase awareness of select natural resource companies. Epstein's areas of expertise include uranium, coal, potash, gold and oil & gas. He has published hundreds of articles on investment sites such as Seeking Alpha, The Motley Fool and Au-Wire.com.
Recent Interviews
Capture Upside in Undervalued, Underfollowed Energy Stocks: Peter Epstein (7/25/13) Big gains are rarely found by jumping on the bandwagon. Peter Epstein, independent analyst and founder of MockingJay Inc., argues that market darlings won't reward latecomers; that's why he spends his time finding undervalued, underfollowed junior resource companies. In this interview with The Energy Report, Epstein shares his resource stock diamonds in the rough, including a uranium name commercializing a groundbreaking technology and a graphite company beating its competitors to market.
Recent Quotes
"PGLC appears to be comfortably funded for the next six to nine months." (8/16/13) Pershing Gold Corp. - Peter Epstein, Seeking Alpha More >
"PPI's location in Arizona gives it unparalleled access to the U.S. market west of the Mississippi." (7/31/13) Passport Potash Inc. - Peter Epstein, Seeking Alpha More >
"TCF is a much more compelling play than a lot of domestic natural gas stocks." (7/25/13) CBM Asia Development Corp. - The Energy Report Interview with Peter Epstein More >
"EFR will have two of the top-five uranium development projects in the U.S. once it closes on its announced acquisition of Strathmore." (7/25/13) Energy Fuels Inc. - The Energy Report Interview with Peter Epstein More >
"PPI's delivered costs will be untouchable west of the Mississippi; it has easy access to West Coast and Gulf of Mexico ports for exports to Asia." (7/25/13) Passport Potash Inc. - The Energy Report Interview with Peter Epstein More >
"ZEX is an oversold, underfollowed stock that controls 78,000 net acres of highly prospective oil properties in California." (7/25/13) Zodiac Exploration Inc. - The Energy Report Interview with Peter Epstein More >
Notable Quotes
"FCU's PLS has brought renewed optimism for exploration in the southwestern areas of the Basin." (3/6/14) Fission Uranium Corp. - The Energy Report Interview with Derek Hamill More >
"UEX Corp. is also a candidate for near-term production, with its Shea Creek and Hidden Bay projects." (3/6/14) UEX Corp. - The Energy Report Interview with Derek Hamill More >
"All of FCU's drilling efforts are currently being met with success." (3/5/14) Fission Uranium Corp. - David Talbot, Dundee Capital Markets More >
"There is much upside for NZ stock in 2014." (3/4/14) New Zealand Energy Corp. - Bill Newman, Mackie Research Capital More >
"If MMT's Umugini pipeline gets commissioned, production goes past 20,000 bbl/d and the losses are cut to under 5–10%, that would be a positive thing for the stock, there's no question." (2/27/14) Mart Resources Inc. - The Energy Report Interview with Justin Anderson More >