One of the largest undeveloped shale plays in the world will get its First Big Test next month--June—the Beetaloo Basin in northern Australia.
It’s timely, it’s big, and for shareholders of Falcon Oil and Gas (FO-TSXv), it’s free. CEO Philip O’Quigley (yes he lives in Ireland) has done a novel-worthy...
Why oil services stocks are outperforming oil producer stocks
By Brian Hoffman
The share prices of oil service companies have outperformed the share prices of large-cap oil and gas companies’ common shares since the broader stock market indexes started to move higher at the start of September. The...
I'm off to Dubai for a week of meetings, but I want to leave you with some ideas that should leave you...questioning...The Bear Case on oil.
I want to be clear...I'm not a perma-bull on oil. Far from it. I'm an investor, and a trader, looking for a trend. Energy...
Is it time for investors to load up on oil shares--or time to sell? The answer is--it depends what metric you're looking at. On a cash flow basis, they're expensive. But based on Net Asset Valuations (NAV), they're cheap. How can oil stocks be both expensive and cheap? I'll...
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)...
I want to show you the true lowest cost natural gas producer in North America.
I’m not exaggerating.
I’m not guessing.
The financial statements make it absolutely clear--this company has the best piece of land on the continent.
That isn’t opinion; the hard data tells me that it is so.
I’m going to run...
The energy sector is such a typical American-Canadian contrast. It's like the Americans love to shoot guns, and the Canadians love to dodge bullets.
In the USA, the Shale Revolution has turned the American energy industry upside down with huge new supplies of natural gas and light oil.
They have reversed...
Here's a bar bet you energy investors can use: Hey, how much if any is the world under-supplied oil right now?
The answer, says one highly respected voice, would surprise you: They say the global oil market is currently undersupplied by 2 million barrels per day. That's a very bullish...
