As I explained in Part 1: Atlantic Canada Oil Shale Projects, we're seeing a shale revolution all over the world right now… from the juniors to the seniors.
And we're seeing this increasingly in all-but-forgotten plays. Take the Green Point play, for example. The management team at Shoal Point...
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...
In an exclusive interview, OGIB asks noted author Bill Powers: have investors and the general public been grossly misled about America’s energy future?
Something about America’s shale gas renaissance—and its gilded promise of previously-unthinkable U.S. energy independence—never made sense to Bill Powers.
As the author of the shale-challenging new book “Cold,...
This week the EIA released the first look at its new method for reporting United States crude oil production.
It revealed two things.
First, the EIA’s prior method had been significantly overstating U.S. oil production so far in 2015.
Second, U.S. production appears to have started declining back in April. This is...
When I saw this energy company, I couldn’t believe it. Here is a company with:
no long term debt
$30 million cash
growing EBITDA (cash flow)
When I rushed out to buy the stock, it was paying me a double digit yield.
That’s right—over 10%--on a payout ratio of under 60%.
And trading at just...
Opportunity Is Knocking In The Energy Sector – Are You Prepared To Answer?
On July 8, 2014 I made an incredibly prescient investment decision. I didn’t know it at the time, but it was a huge moment in my investment career.
That decision is documented in this e-mail that I sent to my subscriber...
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...
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...
