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Solar stocks are flying – especially those that make & sell inverters, like Enphase (ENPH-NASD) and SolarEdge (SEDG-NASD). Quick refresher: inverters  are devices that try convert power from DC (solar panels) to AC (what your home uses).  There are lots of inverters out there, with slightly different technologies, but all...
The Last Big Revolution in Energy in the 2000s was underground—The Shale Revolution. The Next Big Revolution in Energy is above ground—The Smart Grid, and the Internet of Things (IoT). What is a Revolution? It’s where disruptive change comes into a market, creating Big New Winners. And that’s happening now with the...
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...
I want to tell you that you HAVE to short natural gas.   I want to tell you that the $8.50/mcf natural gas that we saw this week is crazy.     That the price is going to come down hard.  The market is hugely backwardated--meaning prices are much lower in the months...
CEO Michael Konnert has positioned his Vizsla Resources to be the next high-grade silver producer in Mexico. And he will do it quickly, in one bold stroke, buying a fully permitted mine and land package—called Panuco—in the same area of northwest Mexico that has spawned some of the...
As I’m sure you noticed———the world has just changed.For years now we’ve ignored the fact that Putin’s Russia is a threat. Reality has hit home.  Reliance on Russia for anything important is now a major concern for every Western Country.The obvious problem is energy, but the role that...
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...
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...