What’s good for oil prices is bad for natural gas prices—and vice versa.  So the negative oil prices that investors saw mid-April should be good for natgas supplies (down) and natgas stocks (up!).But will that really be the case—can this rally in natgas stocks be for real? ...
It has been a rough couple of months for the shareholders of the big four frac sand suppliers. At the start of 2017 everyone--including me--was buying into the bullish story for these companies based on the industry trend of sand, sand and more sand.  Sand has been the #1 efficiency...
CEO Michael Konnert has positioned his Vizsla Resources to be the next high-grade silver producer in Mexico. And he will do it quickly, in one bold stroke, buying a fully permitted mine and land package—called Panuco—in the same area of northwest Mexico that has spawned some of the...
There is a BIG move afoot in the gold and silver market right now--investor demand is stepping up. The smaller plays--junior producers and developers--are now getting funded for millions of dollars, setting the stage for bullish news flow for months on new discoveries and production announcements. I have...
A Six Percent And Growing Royalty On Surging Permian Production At this point I’m sure you are familiar with charts like the one below. This chart shows where production in the Permian Basin is going over the next four or five years. This is the chart from one analyst.  I can show...
Alberta Gas - All Dressed Up and No Place to Go? By Chris James, CFA Canadian natural gas prices could drop by well over half in 2015 as new pipelines allow very cheap Marcellus gas to flood North America says a November 4 report by Canadian brokerage firm Macquarie Securities. The report--titled...
WHY DOES RICK SOUND SO HAPPY IN THIS ENERGY MARKET? INTERVIEW WITH RICK RULE, SPROTT US HOLDINGS INC. Rick Rule is a naturally happy guy, despite being immersed in one of the most depressed parts of the economy right now.  I’ve known Rick for almost two decades, and it was his...
I am itching for 2020 to get started. As the calendar turns into a new year, I have FOUR junior mining plays that will come to trade—all of them before the end of Q1 2020.  In fact, one will likely list the week of December 2. These four stocks alone are...