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...
Free cash flow in the North American energy sector is about to soar, and that trend should continue for the next 5-10 years—even with declining oil and gas prices—says US brokerage firm Raymond James (RJ). For investors, it could (should?) mean higher multiples as energy producers turn into more sustainable...
What’s the biggest lesson retail investors need to learn to increase profits in these markets? It’s knowing how and when to trade volatility. The professionals say trading volatility really is the only way to make money in a flat to down market, which the energy sector (especially the juniors!) has gone through since...
By: Bill Powers Valuing public companies is a black art. Analysts use many metrics, and when delivering a final price target on a stock, use the average of several methods—cash flow multiple, Net Asset Value and the esoteric “management premium”. But I want to suggest to investors that right now, one of...
Top Energy and Mining CEOs on Hot Seat March 5 in Toronto. Investors, Here's Your Free Invite Hedge fund activist investor Zach George of FrontFour Capital will deliver the keynote address at the Subscriber Investment Summit on March 5, 2016 at the Hilton Toronto. Photo: Colleen De Neve / Calgary Herald (Source) Contrary to popular...
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...
What are the Fathers of the Shale Revolution doing now? You would be surprised—I sure was.  The main part of the technical team from Mitchell Energy—which combined fracking and horizontal drilling to start The Shale Revolution in Texas’ Barnett Shale in 1998—is now working for a 15 cent junior in...
Here’s a current chart of the oil price you probably don’t recognize: This is a custom built chart of Canadian heavy oil prices (Western Canada Select--WCS)—in Canadian dollars. (Canadian dollar charts are hard to find!).  This chart takes into account the lower Canadian dollar against the greenback.  It shows that...