Recommendations

Most Recent

NexGen Energy Ltd.

Gwen Preston, Resource Maven (2/10/16) "The latest scintillometer result from NXE's Arrow was the best yet."

NexGen Energy Ltd.

David Talbot, Dundee Capital Markets (2/9/16) "NXE's hole -63c2 returned the widest high-grade U3O8 intercepts ever found at Arrow."

Renewable Energy Group Inc.

Jefferson Research (2/5/16) "REGI is showing strong cash flow quality."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (2/5/16) "We maintain our Buy recommendation for POE, which could continue to make distributions to shareholders upon the monetization of assets in Thailand and Indonesia."

Pan Orient Energy Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/2/16) "While many oil companies are going out of business, POE is paying me a handsome dividend."

Agricultural Services

Energy Fuels Inc.

Joe Reagor, ROTH Capital Partners (8/19/15) "EFR is poised to benefit from an improved production mix."

Alternative - Biofuels

Renewable Energy Group Inc.

Jefferson Research (2/5/16) "REGI is showing strong cash flow quality."

Renewable Energy Group Inc.

Brett Wong, Piper Jaffray & Co. (1/15/16) "REGI is well positioned as the largest and lowest-cost producer."

Renewable Energy Group Inc.

Craig Irwin, ROTH Capital Partners (1/12/16) "The implied 2016E equity value of REGI is roughly $200M."

Renewable Energy Group Inc.

Craig Irwin, M Partners (12/16/15) "The omnibus bill that moved forward is a material positive for REGI."

Renewable Energy Group Inc.

Craig Irwin, ROTH Capital Partners (11/4/15) "Our 2016 EBITDA estimate for REGI is $105M."

Alternative - Cleantech

Renewable Energy Group Inc.

The Energy Report Interview with Brett Wong (10/6/15) "REGI could be the biggest winner within the nonintegrated biodiesel providers."

Renewable Energy Group Inc.

Craig Irwin, ROTH Capital Partners (7/22/15) "The Senate's changes to the biodiesel blenders credit could support a material uplift to REGI's profitability."

Alternative Energy

Renewable Energy Group Inc.

John Quealy, Canaccord Genuity (6/1/15) "We expect REGI to benefit from the prospect of biodiesel volume clarity."

Renewable Energy Group Inc.

Brett Wong, Piper Jaffray & Co. (5/31/15) "We are upgrading shares of REGI from Neutral to Overweight."

Renewable Energy Group Inc.

Craig Irwin, ROTH Capital Partners (5/27/15) "We expect positive growth in biodiesel RVOs to serve as a significant catalyst for REGI."

Renewable Energy Group Inc.

Craig Irwin, ROTH Capital Partners (5/6/15) "REGI reported impressive cash flows, with the cash balance increasing by $136M in the quarter."

Renewable Energy Group Inc.

Katja Jancic, Sidoti & Company (5/6/15) "Despite the challenging environment, REGI was able to achieve over 5% YOY revenue growth."

Lithium

NexGen Energy Ltd.

Colin Healey, Haywood Securities (2/2/16) "Six of NXE's first holes in 2016 intersected significant radioactivity."

Nemaska Lithium Inc.

David Talbot, Dundee Capital Markets (2/2/16) "NMX received the first installment of $2.1M of $12.7M from SDTC."

Nemaska Lithium Inc.

The Energy Report Interview with David Talbot (1/5/16) "NMX's world-class Whabouchi project is large and homogeneous, with high grades and low levels of impurities."

Nemaska Lithium Inc.

David Talbot, Dundee Capital Markets (12/1/15) "We initiate coverage of NMX with a Buy recommendation."

Nemaska Lithium Inc.

Teresa Matich, Lithium Investing News (11/22/15) "NXM signed an MOU with Johnson Matthew regarding its lithium project."

MLPs

Pan Orient Energy Corp.

David Popowich, Macquarie Capital Markets (3/21/12) "POE has drilled two successful wells into a new discovery called L53-D East."

Royal Dutch Shell Plc

Quirijn Mulder, ING Securities (1/19/12) "We initiate coverage of RDS with a Buy recommendation."

Royal Dutch Shell Plc

Irene Himona, Société Générale (1/2/12) "RDS has had top exploration performance in 2011."

Royal Dutch Shell Plc

Jean-Pierre Dmirdjian, Oddo Securities Corp. (10/28/11) "RDS' downstream businesses logged a stellar 1,818M in Q311."

Oil & Gas - Equipment

Royal Dutch Shell Plc

The Energy Report Interview with Jason Sawatzky (10/10/13) "One of the three LNG projects advancing the fastest is the RDS project with PetroChina."

Pan Orient Energy Corp.

The Energy Report Interview with Chen Lin (6/25/13) "POE's insider buying has been strong."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (5/21/13) "POE's new oil discovery could prove highly economic."

Royal Dutch Shell Plc

Kim Fustier, Credit Suisse (1/24/13) "RDS looks cheap for what we consider the best-quality oil major in Europe."

Royal Dutch Shell Plc

Gordon Gray, Canaccord Genuity (1/15/13) "We forecast RDS' adjusted net income will be up 28% YOY."

Oil & Gas - Exploration & Production

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (2/5/16) "We maintain our Buy recommendation for POE, which could continue to make distributions to shareholders upon the monetization of assets in Thailand and Indonesia."

Royal Dutch Shell Plc

Philip Waller, Proactive Investors (2/4/16) "RDS investors welcomed the company's decision to maintain its dividend."

Pan Orient Energy Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/2/16) "While many oil companies are going out of business, POE is paying me a handsome dividend."

Royal Dutch Shell Plc

Philip Waller, Proactive Investors (1/27/16) "RDS shareholders have backed its merger with BG Group."

BNK Petroleum Inc.

The Energy Report Interview with Samuel Pelaez (1/26/16) "BKX has been able to squeeze more oil out of every well in this play than anybody ever predicted."

Oil & Gas - Services

Pan Orient Energy Corp.

Bob Moriarty, 321 Gold (1/7/15) "POE is an incredible company selling for peanuts."

Royal Dutch Shell Plc

Bob Ciura, Seeking Alpha (1/7/15) "RDS' fundamentals have remained resilient even in the face of oil's decline."

Royal Dutch Shell Plc

theScreener (10/8/14) "RDS is fundamentally very undervalued compared to its theoretical fair price."

Royal Dutch Shell Plc

Gordon Gray, Collins Stewart LLC (1/16/12) "We see a good opportunity to buy into RDS, our top big-cap pick in the sector."

Royal Dutch Shell Plc

Dave Friedman, Wall St. Cheat Sheet (7/5/11) "RDS delivers double-digit revenue growth in 2011."

Uranium

NexGen Energy Ltd.

Gwen Preston, Resource Maven (2/10/16) "The latest scintillometer result from NXE's Arrow was the best yet."

NexGen Energy Ltd.

David Talbot, Dundee Capital Markets (2/9/16) "NXE's hole -63c2 returned the widest high-grade U3O8 intercepts ever found at Arrow."

NexGen Energy Ltd.

James Kwantes, Resource Opportunities (2/4/16) "The Arrow deposit at NXE's Rook 1 property is a special one."

NexGen Energy Ltd.

David Talbot, Dundee Capital Markets (2/2/16) "Hole AR-16-64c2 may be one of the best intercepts ever drilled at NXE's Arrow zone."

Fission Uranium Corp.

David Talbot, Dundee Capital Markets (2/1/16) "FCU made a potential new high-grade uranium discovery at Patterson Lake South."