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Adrian Day
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Adrian Day's Global Analyst
(410) 224- 8885
info@AdrianDay.com
Download Sample Newsletter (PDF)
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Ram Power Corporation (TSX:RPG)
"we are putting it in the 'Aggressive' part of our investment pyramid"  
"That shift in the world's economic center to Asia and emerging markets is behind the Resource 'supercycle.'"  
". . .the medium- and long-term story for higher prices remains."  
"...we are witnessing now an episode that will be recounted, centuries hence, as central to 'the decline and fall of the American empire'."  
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Doug Casey
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Casey Energy Speculator
800-528-0559
info@caseyresearch.com
https://www.caseyresearch.com/learnMore.php?pubId=2
Download Sample Newsletter (PDF)
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Casey Research
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Casey's Daily Resource Plus
Casey's Daily Resource Plus">Casey's Daily Resource Plus
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"Increased demand from refiners. . . pulled crude out of its three-day slump on Wednesday."  
". . .crude stocks fell by 2.9 million barrels in the week ended July 3. . ."  
"I see the markets settling down for a few months before the fourth quarter."  
"[EIA] report could set up a battle between the bulls and the bears."  
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Casey Research
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Conversations with Casey
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". . .I'd be much more inclined to bet on something like a lithium explorer or producer than on a new car company."  
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James Dines
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Dines Letter
(800) 845-8259
https://www.jamesdinescompany.com/dinesorder_dinesletter.html
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"The good news is that the price of uranium is up again"  
". . .to reduce carbon dioxide emissions to acceptable levels, we will need to build 50 to 100 nuclear plants in the U.S. by midcentury."  
". . .we suspect that the Obama Administration might finally be seeing the radioactive light."  
"We suspect that Obama's nuclear decision would be revealed by an anticipatory bull market in uranium-mining shares."  
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Brian Hicks and Keith Kohl
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Energy and Capital
http://www.energyandcapital.com/subscribe
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“We're in remission right now. . . but when oil demand rebounds, ‘the energy challenge will come back with a vengeance.’”  
"...oil is already below the production cost in those marginal areas where essentially all of the growth in world oil production must come from (if any)."  
"By 2012, about 253,000 megawatts of wind energy will have been installed, which shakes out to a 169% growth explosion in the next four years."  
"Unless Mexico can successfully boost production, it may be forced to cut all exports as early as 2012. That will seriously impact us considering 11% of our oil imports come from Mexico (our 3rd largest importer)."  
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Elliott Gue
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Energy Strategist
1.800.832.2230
energystrategist@kci-com.com
http://www.energystrategist.com/
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"Under the [SEC's] new rules, companies can establish reserves using newer technologies."  
"I expect natural gas and nuclear power to garner much more attention this year as so-called bridge fuels"  
"The relationship between U.S. oil inventories and global crude oil prices is broken for the simple reason. . ."  
"Australia is recovering faster than the rest of the developed world. . ."  
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Brent Cook
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Exploration Insights
(858) 755-3616
bcook@explorationinsights.com
http://www.explorationinsights.com
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Brien Lundin
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Gold Newsletter
(504) 837-3033 (800) 877-8847
http://www.goldnewsletter.com
Download Sample Newsletter (PDF)
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MAX Resource Corp. (TSX.V:MXR; OTCBB:MXROF)
"Good news expected soon from Gold Hill."  
"The solar industry is growing by leaps and bounds -- posting 20% to 25% compounded growth annually. Yet, as a power source, solar still cannot compete with conventional forms of electrical generation. Only with government subsidies can the economic gap be currently overcome. Yet rising fuel costs, combined with ongoing technological advances, are narrowing that gap. When it is fully closed, the market for solar (and solar stocks) will
absolutely explode." (6/08)  
Titan Uranium (TUE-TSXV)
"Few juniors have property positions as extensive and promising...and these properties are about to see very aggressive drilling." (3/08)  
"With the gold stocks running, it’s an opportune time to take some profits from this over-extended sector, and redeploy them in the rebounding uranium sector."(11/07)  
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Jason Hamlin
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Gold Stock Bull
(310) 717-8828
Jason@GoldStockBull.com
http://www.goldstockbull.com
Download Sample Newsletter (PDF)
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Western Lithium Corporation (TSX.V:WLC)
"will outperform its peers both in the short and long term"  
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Peter Grandich
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Grandich Letter
(732) 642-3992
Peter@Grandich.com
http://www.Grandich.com
Download Sample Newsletter (PDF)
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"Despite wild fluctuations within the commodities market, the long-term uranium
price has held constant for the last nine months. The uranium industry is part of
the solution to the global problem of meeting the growing demand for electricity
in a cost-effective manner...Demand is outpacing supply and will continue to do so for the
foreseeable future." (3/4/08)  
"The results speak for themselves. Crosshair has entered the race to discover and deliver a world-class uranium mine." (1/08)  
"I believe the sharp correction in prices is over and we’re likely to move back above triple-digits by spring. The fundamentals of uranium remain strong, demand far exceeds supply."(10/31/07)  
"First and foremost, I am now officially jumping back in the bullish (uranium) camp. A much needed but painful correction is all but over and as previously forecasted, I believe only companies with clearly defined production or real deposits that have more than average chances to become producing mines will rule the day."(10/15/07)  
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Lawrence Roulston
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GreenTech Opportunities
http://www.greentech-opportunities.com/
Download Sample Newsletter (PDF)
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David Coffin
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Hard Rock Advisory Journal
(800) 528-0559
hra@publishers-mgmt.com
http://www.hardrockanalyst.com
Download Sample Newsletter (PDF)
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Jay Taylor
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J.Taylor's Energy & Energy Tech Stocks
http://energy.miningstocks.com/
Download Sample Newsletter (PDF)
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Jay Taylor
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J.Taylor's Gold, Energy & Tech Stocks
(718) 457-1426
http://www.miningstocks.com
Download Sample Newsletter (PDF)
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Acro Energy Technologies (TSX.V:ART)
"Acro appears to be a very undervalued stock. . .the upside would appear to be even greater"  
"Bad news on weather, production, or the Middle East could spike it to $157 before a pullback. We have several support and resistance oil prices all the way to $176 during 2008." (7/2/08)  
"For the most basic and fundamental reasons, your editor is becoming extremely bullish on oil and other forms of energy, most notable of which is uranium."(12/29/07)  
"...we find little reason not to remain extremely bullish on uranium given all that is going on in the hydrocarbon markets these days."(12/21/07)  
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Canaccord Adams
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Junior Mining Weekly
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". . .further [U308] supply expected to enter the market next month."  
Mega Uranium Ltd. (TSX:MGA)
"16 grab samples from the Bruce River property with U3O8 values between 10 ppm to 950 ppm"  
". . .Ux Consulting and TradeTech saw declines in their U3O8 spot price indicators this week "  
Western Lithium Corporation (TSX.V:WLC)
"Kings Valley. . .is one of the largest undeveloped lithium projects globally."  
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Michael S. (Mickey) Fulp
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Mercenary Musings
contact@mercenarygeologist.com
http://www.mercenarygeologist.com
Download Sample Newsletter (PDF)
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David Morgan
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Morgan Report
1-509-464-1651
support@silver-investor.com
http://www.silver-investor.com
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Canaccord Capital
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Morning Coffee, Canaccord Capital
(416) 869-7918 (Toronto, Canada); (604) 643-7027 (Vancouver, Canada)
http://www.canaccordadams.com
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"The price of spot uranium fell again last week."  
". . .the market remains soft, but demand is expected to begin to pick up in H2/10"  
Tethys Petroleum Ltd. (TSX:TPL)
"rallied after providing details on the testing of. . .AKD-01 (Doris) exploration oil discovery"  
Western Lithium Corporation (TSX.V:WLC)
"[Kings Valley] potentially one of the world's largest strategic, scalable and reliable sources of high-quality lithium carbonate "
 
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Natural Gas Weekly
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"At the New York Mercantile Exchange (NYMEX), futures prices also increased for the report week as the second week of the heating season began."  
"Natural gas spot prices decreased at most market locations in the Lower 48 States this past week, failing to respond to the increase in heating load that occurred across much of the country."  
"Natural gas in storage was 3,405 billion cubic feet (Bcf) as of October 31, which is about 2 percent above the 5-year average."  
"Natural gas spot prices in the Lower 48 States this report week increased as a result of cold weather in some major gas consuming areas of the country, several ongoing pipeline maintenance projects, and the continuing production shut-ins in the Gulf of Mexico region."  
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Penn Energy
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OGJ Newsletter
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Energy XXI (NASDAQ:EXXI)
"net production from the acquired interests is expected to reach 10,000 boe/d"  
". . .1.4 million grant to seal abandoned Gulf of Mexico oil and gas wells in state waters."  
"The U.S. BLM named a 12-member team. . .to evaluate 77 deferred oil and gas lease parcels in southeastern Utah"  
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Keith Schaefer
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Oil & Gas Investments Bulletin
877-844-8606
www.oilandgas-investments.com
Download Sample Newsletter (PDF)
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oilbarrel.com
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oilbarrel.com
www.oilbarrel.com
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". . .a guide to 10 frontier territories shaping up that could ignite investor interest during the year."  
"The fact is that speculation is now the main determinant of the oil price."  
". . .in 2009, it was estimated that up to 100 million barrels of crude oil was stored offshore"  
TransGlobe Energy Corporation (TSX:TGL; NASDAQ:TGA)
"Even with the lower commodity price environment, the company generated positive cash flows of US$12.6 million"  
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Claude Cormier
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Ormetal Report
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KCI Investing/Elliott Gue
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Personal Finance Weekly
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"If we do see a correction, look on it as a gift, a last-chance buying opportunity before a year-end run-up."  
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Lawrence Roulston
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Resource Opportunities
(604) 697-0026
info@resourceopportunities.com
http://www.resourceopportunities.com
View Sample Newsletter
Download Sample Newsletter (PDF)
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"...with the extreme pessimism now seen towards the commodity board, the technical and fundamental factors are now in a wonderful buying position. In fact, we would use the colloquial – Table Pounding Buying Opportunity" (9/3/08)  
Cornerstone Capital Resources (TSX.V:CGP, FSE:GWN, OTCBB:CTNXF)
""...an exceptional balance of high potential rewards with modest risk..."  
"Speculators are now heavily involved in the metals markets, increasing the degree of volatility. In spite of the uncertainty with regard to the near-term direction in the metals markets, the longer-term outlook remains very bullish." (March 2006)  
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Jason Hommel
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Silver Stock Report
j@silverstockreport.com
http://www.silverstockreport.com/
Download Sample Newsletter (PDF)
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"...Thus, the world is creating new money at about a rate nearly 100 times faster than the world's value of new gold."(6/05/07)  
"...With a market this tight, and the world this unaware, the silver price will probably rise much higher than anyone can predict."(5/23/07)  
"...And I don't believe in peak silver, even though I know a silver shortage is imminent."(5/01/07)  
"... But the biggest problem today is that the dollar, as we know it, has become corrupte' and now does not mean a weight of silver at all, but it is merely a "unit of account'."(4/9/07)  
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John Pugsley
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Stealth Investor
(760) 672-1711
info@stealthinvestor.com
http://www.stealthinvestor.com
Download Sample Newsletter (PDF)
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Polaris Geothermal (GEO.TO)
"Here is a company with a C$50-million market cap that has the probability of developing over 300 MW of power."  
Ongoing education, excellent connections and a wealth of experience combine to give John Pugsley, editor of Stealth Investor, insights that are both compelling and provocative. He talks about the importance of patience, a focus on fundamentals and the criteria he’s using to identify the next wave of winners.  
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Eric Dany
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Stock Prospector
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Unbridled Energy (UNE.V)
"Buy now for monster gains."(8/22/07)  
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Ron Struthers
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Struthers Resource Stock Report
(519) 374-9332
resource@bmts.com
http://www.playstocks.net/
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"In the past 20 years, the cost of wind power has fallen approx. 90%."  
"Despite a global recession, the wind industry turned in its best yearly performance ever."  
"I am losing confidence in how these [Nat Gas] ETFs work. . ."  
"This is truly a unique opportunity to make some bid money with low risk."  
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David Chapman
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Technical Scoop
david@davidchapman.com
http://www.davidchapman.com
Download Sample Newsletter (PDF)
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"In inflation-adjusted terms oil prices have fallen back to levels seen late last year and are now back below the peak levels of 1980."  
"So is oil in a bubble? We do not believe so. The dollar is in a long decline and until it stops falling oil prices will keep on rising. Add in the still growing global demand in the countries where fuel has been subsidized plus the potential for war in the Mid East, and we could yet see those prices of $150 and $200." (6/6/08)  
"...And remember as well the billions that have been poured into the Chinese markets by Western companies, hedge funds and even private equity funds. A collapse in China would have global consequences..."(2/23/07)  
"...Gold and precious metals should resume their bull runs in 2007, with an outside chance of gold running to $1,000 an ounce..."(December 22, 2006)  
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Victor Goncalves
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The Green Dollar Report
vg@enereport.com
http://www.greendollarreport.com/
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John Mauldin, Millennium Wave Advisors, LLC
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Thoughts from the Frontline
(800) 829-7273
johnmauldin@investorsinsight.com
http://www.johnmauldin.com
Download Sample Newsletter (PDF)
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"He has a powerful command of the energy problem we face. . .is totally electable as a Senator. And he is black"  
"Oil is backing up in the system—production not in line with demand destruction."  
"For several years, the IEA has predicted that supply would keep up with demand that was expected to reach 116 million barrels a day by 2030, up from around $87 million barrels today. The agency is reportedly now coming to the conclusion, which will warm the hearts of believers of the Peak Oil thesis (like HCM), that it will be difficult to squeeze more than 100 million barrels per day out of the ground over the next two decades. It appears that higher oil prices are here to stay." (6/2/08)  
"What's more important: the fact that global oil production is falling ... or that the oil-exporting nations are cutting off their exports?" While the two questions are clearly linked, it is the nuance of the export question that clearly matters the most. Especially if you live in a country such as the US, which currently imports about 70% of its oil." (5/19/08)  
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Roger Wiegand
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Trader Tracks
(718) 457-1426
cbassi@miningstocks.com
http://www.tradertracks.com
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"Would Israel, Iran, Russia and the USA manufacture a potential war incident to spike falling oil prices?"  
Despite severe economic turmoil, demand for oil is rising significantly—in fact, it will hit somewhere in the range of $150 to $157, according to Roger Wiegand, editor of Trader Tracks. In this exclusive interview with The Energy Report, Wiegand takes a close look at the untamed commodities bull and names some of his favorite buys. (10/08/08) Read full article  
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Uranium Stocks Newsletter
http://www.uranium-stocks.net
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"Apart from the occasional pop northwards by a stock that genuinely has some good news. . . the order of the day will be a fairly static one."  
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Haywood Securities
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Uranium Weekly
604-697-6112
gmark@haywood.com
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"Signs of [U308] sector interest rekindled"  
"We are currently experiencing a paradigm shift in the uranium market. . ."  
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US Global Investors Weekly
(800) 873-8637
http://www.usfunds.com/
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"Chinese refinery runs and crude oil imports jumped sharply in March."  
"Crude oil futures gained 2% for the week. . .the fifth consecutive weekly gain."  
"After three decades without starting a single new plant, the American nuclear power industry is getting ready to build again. According to the Nuclear Regulatory Commission, 21 companies say they will seek permission to build 34 power plants, from New York to Texas."  
"The U.S. DOE has received 19 applications from 17 electric power companies for federal loan guarantees totalling $122 billion to support the construction of 14 nuclear power plants."  
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Adrian Van Eck
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Van Eck Precious Metals and Oil Hotline
http://www.vanecktillman.com/hotline2_orderform.php
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"We believe crude oil is a lot closer to a low than most people currently expect. There is a legitimate chance that it saw its final lows for the cycle last week."  
"...We believe the odds favor a test and likely breakout of that cycle high (between $725.00 and $730.00 an ounce) during the year ahead. We also expect to see gold make a run at the $1,000.00 level before the bull market comes to an end..."(February 2, 2007)  
"...During the next 100 days, gold has an excellent chance of trading above $635.00 an ounce."(October 27, 2006)  
"The dollar is headed lower. Gold is headed higher. If you agree with those predictions, then you should view gold stocks as a bargain right now - and not a lead weight tied around your neck."(October 4, 2006)  
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Larry Oakley
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WallStreetCorner
843-705-2373
Up415@aol.com
http://www.WallStreetCorner.com
Download Sample Newsletter (PDF)
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Canaccord Adams
|
Weekly Energy Outlook
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TransGlobe Energy Corporation (TSX:TGL; NASDAQ:TGA)
"best relative value given their expected growth profile"  
"All of the energy sub indices, except TSX Energy E&S, underperformed the S&P/TSX Composite Index last week."  
"As of October 17, 2008 year-to-date, gas futures outperformed the oil futures, the Junior E&P index, and the other TSX Composite indices."  
"Near-month natural gas closed out the week at US$7.94/mmbtu, up 1.3% on the week and up 41.0% from this time last year."(9/4/08)  
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Canaccord Adams
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Weekly Energy Review
416-869-6597
terry.peters@canaccordadams.com
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TransAtlantic Petroleum Corp. (TSX:TNP)
"We reiterate our BUY recommendation and 12-month target price of US$3.75"  
TransGlobe Energy Corporation (TSX:TGL; NASDAQ:TGA)
"Success on this well [Arta field] could set up a multi-well development drilling program for 2010"  
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