Do you know what a royalty is? I don’t mean the Queen of England.  In business, it’s where one party gets a small slice of revenue—with no costs. It’s a free ride. In oil and gas, it’s often called a GORR—Gross OverRiding Royalty. In mining, it’s often called an NSR—Net Smelter Return,...
Canadian natural gas producers are hoping to spend a minimum $20 billion on shipping Liquid Natural Gas (LNG) to Asia in the next 2-9 years. The size of the prize is huge—spot natural gas in Japan can be as high as $17/mcf—more than 10x Canada’s spot price of $1.50...
Free-Alert readers often ask me for an example of a full company report that I prepare for my subscribers onOGIB portfolio stocks.  So here is one that I did late last year on a stock that turned out to be my biggest win so far of 2014--Pacific Ethanol, symbol PEIX-NASD.Retail investors didn't understand ethanol in early 2013 when...
INSIDERS BOUGHT NEARLY 9 MILLION SHARESIN THE OPEN MARKETOF THIS JUNIOR GOLD STOCK And With Good Reason--It's the Cheapest Million Ounces In Nevada!!! What is the most tell-tale sign that a stock of a junior gold mining stock is going higher?  Insider buying—by a long shot.  Obviously a good drill hole, a...
The Canadian dollar has dropped 25% against the US dollar in the last 18 months, going from 94 cents to 71 cents.  That's horrible news for Canadian drivers, as the lower loonie (as Canada's dollar is affectionately nicknamed) has almost completely eliminated any savings at the pump, while oil...
Sum of the parts analysis is out of style. Today we invest on memes and charts and symbols like Call me a dinosaur but I think there is still value to good old-fashioned research. Acacia Research Group (ACTG – NASDAQ) requires some digging. It checks many of the boxes of a difficult...
Investors are flocking to the EV space—Electric Vehicles—for two reasons: ESG—Environmental Social Governance the Market sees a global transition to EVs from oil fueled cars One of the EV highlights of the year is Tesla’s Battery Day event next Tuesday.Investor hopes are high for A Big Reveal.  Elon Musk has hinted that...
By Dave Forest In Part I of this series we saw how Mexican demand for U.S. gas exports has surged by 92% over the last 5 years. And with proposed new export projects slated to take up to 10% of U.S. production, Mexico could be the surprise driver of marginal...