Recommendations

Most Recent

NexGen Energy Ltd.

Colin Healey, Haywood Securities (5/19/16) "NXE released off-scale results from all four shear zones and more high-potential assays are still pending."

NexGen Energy Ltd.

David Talbot, Dundee Capital Markets (5/19/16) "NXE's results further demonstrate the robustness of Arrow and the potential for additional expansion."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (5/19/16) "We maintain our BUY recommendation for POE based on its strong financial position."

Fission Uranium Corp.

David Talbot, Dundee Capital Markets (5/17/16) "We expect FCU's resource growth from 106 MM lbs U3O8 to ~140 to 150 MM lbs upon completion of a new estimate."

NexGen Energy Ltd.

Alexander Pearce, BMO Capital Markets (5/16/16) "We are launching coverage on NXE and would look to buy on any pull back in its valuation multiples."

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.

Craig Irwin, ROTH Capital Partners (5/6/16) "REG-Geismar profitability should continue ramping into YE2016 as REGI tightens commercial relationships; we reiterate our Buy rating."

Renewable Energy Group Inc.

Craig Irwin, ROTH Capital Partners (4/22/16) "We expect REGI to report healthy Q1/16 results."

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."

Alternative - Cleantech

Renewable Energy Group Inc.

Craig Irwin, ROTH Capital Partners (5/6/16) "REG-Geismar profitability should continue ramping into YE2016 as REGI tightens commercial relationships; we reiterate our Buy rating."

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.

Craig Irwin, ROTH Capital Partners (5/6/16) "REG-Geismar profitability should continue ramping into YE2016 as REGI tightens commercial relationships; we reiterate our Buy rating."

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."

Lithium

Nemaska Lithium Inc.

David Talbot, Dundee Capital Markets (5/11/16) "We reiterate our Buy rating for NMX, our top Li pick, with an increased price target."

Nemaska Lithium Inc.

Gwen Preston, Resource Maven (4/6/16) "NMX's updated feasibility study shows a 30.3% after-tax IRR for its Whabouchi project."

Nemaska Lithium Inc.

David Talbot, Dundee Capital Markets (4/5/16) "The feasibility study for NMX's Whabouchi likely beat all expectations."

Nemaska Lithium Inc.

Teresa Matich, Investing News Network (4/4/16) "The new FS for NMX's Whabouchi shows a 100% increase in after-tax NPV."

Nemaska Lithium Inc.

David Talbot, Dundee Capital Markets (3/14/16) "We urge investors to buy NMX, our top Lithium pick."

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

Pretium Resources Inc.

Gwen Preston, Resource Maven (5/20/16) "PVG has completed the infill drill program at its under-construction Brucejack project in British Columbia."

Integra Gold Corp.

Gwen Preston, Resource Maven (5/20/16) "ICG needs to drill the Triangle zone from underground and will soon have all the funds to do so."

Pan Orient Energy Corp.

Bill Newman, Mackie Research Capital (5/19/16) "We maintain our BUY recommendation for POE based on its strong financial position."

Pan Orient Energy Corp.

The Energy Report Article by Chen Lin (5/12/16) "When Talisman starts drilling at POE's East Jabung, it will be one of the most followed events in the energy space."

NexGen Energy Ltd.

David Sadowski, Raymond James (5/9/16) "NXE is our top uranium pick for exposure to what we view as the best uranium discovery globally in over 25 years."

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.

Colin Healey, Haywood Securities (5/19/16) "NXE released off-scale results from all four shear zones and more high-potential assays are still pending."

NexGen Energy Ltd.

David Talbot, Dundee Capital Markets (5/19/16) "NXE's results further demonstrate the robustness of Arrow and the potential for additional expansion."

Fission Uranium Corp.

David Talbot, Dundee Capital Markets (5/17/16) "We expect FCU's resource growth from 106 MM lbs U3O8 to ~140 to 150 MM lbs upon completion of a new estimate."

NexGen Energy Ltd.

Alexander Pearce, BMO Capital Markets (5/16/16) "We are launching coverage on NXE and would look to buy on any pull back in its valuation multiples."

Fission Uranium Corp.

Alexander Pearce, BMO Capital Markets (5/16/16) FCU's management has a proven track record of resource delivery."