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Oil and Gas Financial

Half the oil price but 4x the free cash flow! Sounds like a pitch from Barnum & Bailey's circus, doesn't it--Step right up folks and see it with  your own eyes! I'm going to show this magic trick--starting with the chart below.  In 2017 at $50 oil, Vermilion Energy (VET-TSX/NYSE)...
THREE THEMES TO CHANGE YOUR ENERGY VIEWS Why Oil and Natural Gas Should Both Be Stronger To 2020 What happens to oil prices if OPEC does not co-ordinate a cut in oil production?  What happens to natural gas prices if Old Man Winter doesn't show up again this year? Energy strategist Dan...
I'm always looking to invest my money in oddball places in energy; subs-sectors that are outside the mainstream.  That would include areas like ethanol, which I've done quite well at, and technology stocks--where I have sometimes lost a lot of money. Other examples include small oil and gas trusts, small...
Natural gas supply and demand fundamentals have changed in a major way.  In March there was way too much gas.  By November there may not be enough...at least at these low prices. NOW is the time to position yourself to profit from it…..BEFORE the money starts flowing into natural gas...
Is The Bakken oil play dead in this low price environment? Continental Resources (CLR:NYSE) and EOG Resources (EOG:NYSE) were two of The Bakken pioneers.  These companies were early movers in the play and amassed big, core land positions--and today have significant production. The Bakken is what initially put these companies on...
The volatility in oil over the last two weeks has been gut wrenching. But an OPEC deal to limit oil production was reached.  The Saudis and the Iranians have always been the stumbling block for such a deal. Why did the Saudis cave now?  I would give two reasons: Last month they...
Apache’s new High Alpine discovery on the SW edges of the Permian Basin is one of the three most important inflection points in the North American energy market in the last decade. (The other two are the rise of the oily Bakken play in North Dakota and the gassy Marcellus...
Look at this chart!  This kind of visual makes an oil and gas CEO proud when addressing his Board of Directors or shareholders. Source: Southwestern Energy Corporate Presentation But despite this beautiful production growth chart--this company has COST investors BUCKETS of money over the past two years. I’ll explain to you what happened--and how you as an investor...