Will the US oilpatch get flooded with Canadian juniors looking to build and sell production to the new Canadian energy income trusts?  Trusts are now allowed in Canada again – but with foreign assets. After all, energy income trusts in Canada completely transformed the way business was done in the junior markets...
Two public companies drilling in the Montney Formation of North East British Columbia and across the border into Alberta have just announced very large discoveries - more than 20 times the average production from wells in Western Canada. Both discoveries used horizontal drilling (HD). Breaker Energy (WAV-TSX) and Fairborne Energy...
Corporate profits for US companies—especially small caps—could be set to soar 20% in the first half of 2015. That’s what happens when the CPI—the Consumer Price Index—breaks up and away from the PPI—the Producer Price Index. The chart below (courtesy of  Unit Economics in Boston) shows that the Consumer Price Index...
When investors ask me about investing in natural gas stocks, I give them the single most important question to ask producers: How much condensate do they produce? Ask about condensate. Condensate is essentially a very light oil which is condensed from rich natural gas and solution gas from oil. And...
AUTOMATION IS COMING TO CANNABISLOWER COSTS COULD DRAMATICALLYREDUCE COSTS / INCREASE CASH FLOWS  You and I have had an incredible year with the junior gold stocks that I have been bringing you on a regular basis. So many big winners……..Now it is time to pivot to another sector...
I want to find the next Trulieve (TRUL-CSE) in the cannabis space.  The stock has hit new highs over $30/share recently!  After  a five year rollercoaster of stock charts, chewing through BILLIONS in investor equity, Trulieve has what every investor wants: A business model that works A management group...
by +Keith Schaefer There’s always a bull market in energy—you just have to know which sub-sector to buy. So where do my subscribers and I make money right now? You might be surprised by the answer...but first some context... In Q3 2103, oil producers in North America were the place to be, as...
What’s the most un-sustainable part of the global energy complex? Maybe you would say co-ordinated OPEC production cuts. Or perhaps you would bring up high growth rates of shale producers. If you talked about the lack of free cash flow among shale producers you would be getting warm… But for me, when I...