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Trading Symbols:                                     NEO Share Price Today:                                   $15.50 Shares Outstanding:                                37.6 Million Market Capitalization:                              $580 million Net Debt:                                                  -$75 million Enterprise Value:                                     $507 million Note: NEO reports in USD but I am using CAD in this report Electric vehicle (EV) stocks have gone through the roof. Everything EV is flying.   Car companies that have never sold a car are worth billions.  There are LiDAR...
US energy stocks outperformed Canadian ones last year—but in the last few months, E&P equities in the Great White North have soared. Why? The low Canadian dollar has a lot to do with it, adding an extra 6-10% to the Canadian oil price—which of course is ALL profit. The second...
Turmalina Metals (TBX:TSXV) is the next high grade, tightly structured venture from backers of K92 Mining (KNT-TSXv) – the hottest team in the junior gold sector. The stock price of K92 Mining has rocketed this year… up from 70 cents to $2.70 (almost 400%!) as their Kainantu Mine keeps churning out more and more...
Why EnCana’s Deep Panuke Problems Matter for New England By: Bill Powers Encana Corporation (ECA-NYSE/TSX) got lucky with high gas prices for its Deep Panuke project offshore Nova Scotia—but the failure of that play does not bode well for New England natural gas prices. Along with Exxon’s Sable Island Energy Project (SOEP), also...
SPACs have gone through an entire market cycle in about 3 months. The CNBC SPAC 50 index began the year on a tear, peaked out in mid February, based for two months, and, in the last few days, seem to be breaking out again. Source: CNBC.comDoes that mean its...
As I wrote last month, solar stocks have been on a tear. (HERE) Since early April project developers like Vivint (VSLR-NYSE) and SunPower (SPWR-NSDQ) are up 50% and 100% respectively.  Producers of solar inverters, such as Enphase (ENPH-NYSE) and SolarEdge (SEDG-NYSE), have performed even better. The moves in these names really...
Low prices, high discounts and high condensate prices are conspiring to make this The Week From Hell for Canadian heavy oil producers.  Heavy oil prices are now at the bottom of the barrel. And not to sound like a traitor, but there is a very simple way for investors to...
Compelling Geology. Proven Team.RECON-ENERGY (RECO-TSXV; LGDOF-PINK) Can Be Play-of-the-Year There is not a single doubt in my mind. Reconnaissance Energy Africa (RECO:TSX.V/LGDOF-PINK) is the single most exciting oil stock to watch in 2020. This 60 cent stock is drilling a well that could create more than 100x times its value—yes, in just one...