The global energy industry has been finding much more natural gas than oil since 1980. If you are willing to believe "official" stats from anyone, it would be the Energy Information Agency (EIA) in the US. They recently published two excel spread sheets showing the growth in oil reserves...
By Scott McLeod
Contributing Editor
(Note: Click here for Part I of this article)
The Company That's Shaping Up To Be the Next Big Player in the Oil Sands
STP’s Properties (before the North Peace acquisition)
Financials
- $65M cash in the bank,
- $55M undrawn credit line
- Debt: ZERO (NOTE that STP had $50M...
A Solid Income Stream with Inflation Protection Built In
James Keller is an analyst with Thermopolis Partners, LLC. Located in Jackson Hole Wyoming, Thermopolis Partners is an infrequent contributor to Oil and Gas Investments Bulletin. MMcfe = million cubic feet equivalent.
Investors today are starved for yield. Witness the 10-year...
There are a couple trends here everyone should be aware of—and it’s all good news for energy investors.THEME #1—DROP IN OIL PRICES MAY COME BUT NOT IN CASH FLOWFirst—the stocks of the major independent producers in the US like EOG (EOG-NYSE) and Pioneer (PXD-NYSE) have had great runs this...
A Blueprint For Small Cap Oil and Gas Investment Success – Part 1
You only make Big Money on mis-understood investments.
And now that the oil price has collapsed to the point where there is almost no meaningful cash flow, mis-understood investments are easier to find.
That’s because the Market has divided...
In Part 1 I explained how Argentina’s Vaca Muerta shale is the only international play—so far—that looks like it could be bigger than the Bakken.
For investors, the challenge is that most of the activity in Argentina today is controlled by major companies. Names like Shell, ExxonMobil, EOG Resources and...