Streetwise Reports' Article Archives — December 2014 back to current month (8)
Chris Berry Identifies Commodity Companies with the Disruptive Advantage (12/30/2014)
Globetrotting Chris Berry, founder of House Mountain Partners, finds most retail and institutional investors sitting on the sidelines waiting to see where the energy sector is headed before jumping back into the game. Game-changing disruptive technologies or sustainable end-user agreements are what companies need to succeed and he shares some likely names in the cobalt, lithium, nickel, graphite—even uranium—spaces in this interview with The Mining Report.
8 Billion Reasons to Invest in Potash: Paradigm's Spencer Churchill (12/23/2014)
Potash producers have 8 billion reasons why demand for the minerals that increase food production will grow in the coming decades. Plus, a sinkhole emerging under a Russian mine is raising questions about the ability to produce enough fertilizer to feed what is projected to be an even larger and more demanding global population. The right companies could reap the benefits of exposure to the agricultural market. In this interview with The Mining Report, Paradigm Capital Analyst Spencer Churchill shares some of his favorites and talks about a unique streaming model that benefits from immediate upside.
Turbulent Times Call for Insulated Investments: Steven Salz (12/18/2014)
Turbulence and volatility are in Steven Salz's forecast for the energy market. The special situations analyst at M Partners tells The Energy Report that falling oil prices are hurting oilfield services companies in different measures depending on their specialties, but that all are taking hits. A sign of the times: He thinks the Halliburton/Baker Hughes merger may be the first of a series of consolidations in the space.
Chen Lin: Low Oil Prices Fuel Bonanza Increases in Ethanol Stocks (12/11/2014)
Chen Lin was one of the very few who foresaw the collapse in oil prices, so investors are well advised to pay attention to his advice. In this interview with The Energy Report, the author of the What is Chen Buying? What is Chen Selling? newsletter touts the prospects of a few oil companies that can prosper in the downturn, and explains why cheap oil means high profits for U.S. ethanol producers.
Rob Chang Spins Yellowcake into Gold and Gold into Green (12/09/2014)
The long winter of falling uranium prices is about to give way to a Japanese spring. In an interview with The Mining Report, Cantor Fitzgerald's Rob Chang discusses the return of the small producers as an increasingly hungry market looks to eat up all of the available uranium. Plus, Chang likes gold and enlightens us on how gold miners are shaking profits out of slag.
Micro-Cap E&Ps with Less Risky Businesses: Casimir's Philip Juskowicz (12/04/2014)
Many small-cap exploration and production companies have had a good run in recent years, but are now getting whacked given their strong connections to oil prices. But the news is not all bad: Philip Juskowicz of Casimir Capital makes a good case for certain micro-cap names. In this exclusive interview with The Energy Report, Juskowicz discusses four companies with strong narratives, two with defensive assets, and notes that natural gas names could see market love as margins widen.
Reactors Restart Uranium Mines: Thomas Drolet (12/02/2014)
Thomas Drolet has decades of experience in capitalizing on the movement of international energy markets. The chief of Drolet & Associates Energy Services is not sanguine about the long-term potential of fracking, but in this interview with The Mining Report, he tells us why now is a great time to reinvest in the uranium space.
As Excitement Builds in the Montney, Companies Seek More Infrastructure (12/02/2014)
"Even with significant oil and gas reserves trapped in shale, a variety of factors need to come together to turn a given region into a significant producer."
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