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...
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...
  In Part 1 of my series on tax pools, I explained how the new dividend-paying junior producers will use up their tax shelters by drilling less—crimping cash flow much sooner than expected. In this article, I create a “tax pool universe” to help investors discover: 1. which companies have big tax...
The top growth sector for investors in 2011 Hydraulic fracturing, or “fracing” companies are overtaking drilling companies as the largest subset of the energy services sector – and research from two Canadian brokerage firms suggests that investors can expect fracking companies to continue growing strong into 2011 and beyond. All the...
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...
Dear OGIB Reader, Over the next few weeks, oil and gas companies are going through a special sort of reporting period… and it’s going to have some important ramifications for stock prices — especially for junior gas producers. Here’s why: At the end of each calendar year, every single junior energy producer...
Heavy oil stocks will be The Top Investment in Energy if oil keeps gaining past the $45/barrel mark. The secret is in the numbers.  Let me show you how and why using Baytex Energy (BTE-NYSE/TSX) as a perfect example—because they have both light shale oil in the Eagle Ford and...
Activity in the huge Bakken field is going home. Home is Montana, where the Bakken was originally discovered. Drilling equipment and crews are moving back across the border from North Dakota—where the Bakken Boom has been the Biggest—boosting Montana’s rig count to 22 from just eight at this time last year....