I bought a lot of solar stocks back in January. I see solar as the big energy play of 2023, not hydrocarbons. Junior solar developers are REALLY cheap--but not because of cash flow multiples. Multiples are much higher than oil & gas. But the take-out value of solar projects--because of...
Pioneer Power Solutions has seen its stock nearly quadruple since March, and investors can be forgiven if they think it’s because of their sexy, mobile EV-charging products.
Source: Stockcharts.comThe stock went ballistic the day the company announced huge Q4 2022 financials—revenue up 172% to $9.5 million, with higher margins YoY. Most importantly—they reported real...
Late last summer we published two blogs outlining the case for copper and copper stocks (here, and here).What we said was:
Yes, it is hard to buy copper stocks when they are down big (they were at the time) but…
It is always hard to buy commodity stocks at the time you should be buying them.
We...
Fosterville South Exploration Ltd. (FSX:TSXV) is the newly listed junior that owns the ground
Due south
on the same fault
with the same geochemical and geological signatures
as the highest grade, lowest cost mine in the world today – Kirkland Lake Gold’s (KL:NYSE/TSX) Fosterville Gold Mine in south-central Australia.It’s a huge land package — totalling...
The gold miners and gold itself endured a rough week last week.There are plenty of explanations of what contributed to the fall. There was
the reversal in long-bonds (see bottom of this article)
the flight to sell what is liquid
just the overall panic that pervaded all asset classes.
But I think that...
PLANT & CO (VEGN-CSE / VGANF-PINK) ISTHE TOP GROWTH STOCKIN THE TOP GROWTH SECTOR–PLANT BASED FOODS
Plant & Co.(VEGN:CSE) is poised to be the next huge breakout company in the scorching hot plant-based food sector. The market is DESPERATE for quality plant based stocks to own. I’m convinced that Plant & Co. is...
SPACs have gone from hot to not to somewhere in between.
Are we back to a rational market? I would not go that far, but SPACs are once again being valued more on their business and less on the hype.
That’s good because the dirty little secret about SPACs is that not...
I'm about to open a small window into the arcane world of oil producers' hedging. There are lots of industry terms you've never heard of....but the bottom line is this:Oil producers routinely write WAY out of the money hedges and pocket a small premium on a situation they know...