What would the world pay for a product or technology that could, at a very, very small cost, increase the amount of recoverable oil in the entire earth by 10%? What about 20%?
My next portfolio purchase for Oil and Gas Investments Bulletin is a company which just might be able to do...
There are a couple trends here everyone should be aware of—and it’s all good news for energy investors.THEME #1—DROP IN OIL PRICES MAY COME BUT NOT IN CASH FLOWFirst—the stocks of the major independent producers in the US like EOG (EOG-NYSE) and Pioneer (PXD-NYSE) have had great runs this...
The first two purchases for the newsletter, Rock Energy (RE-TSX) and Petrobank Energy (PBG-TSX) each announced their first quarter (Q1) results in the last week. Both met or exceeded expectations, as oil prices were better than expected through March. Both companies simply continued doing what they have done the...
A Blueprint For Small Cap Oil and Gas Investment Success – Part 1
You only make Big Money on mis-understood investments.
And now that the oil price has collapsed to the point where there is almost no meaningful cash flow, mis-understood investments are easier to find.
That’s because the Market has divided...
It has been two years since I was earnestly combing through junior oil producers to find the best investment. But now that oil prices have moved up from $26-$46/barrel since mid-February, there are—believe it or not—a (very) few junior producers who can grow production within cash flow at these...
In Part 1 I explained how Argentina’s Vaca Muerta shale is the only international play—so far—that looks like it could be bigger than the Bakken.
For investors, the challenge is that most of the activity in Argentina today is controlled by major companies. Names like Shell, ExxonMobil, EOG Resources and...
It’s often tempting to cut and run following a big dump in the stock market, but it’s also a good time to take a breather and reset some priorities to take advantage of the next market cycle.
The good news is that if you’re still reading, it...
Guest Post
Hi, this is Keith Schaefer—even though you don’t recognize the logo above. Since oil crashed back in the fall of 2014 we have had a few false starts at an oil price recovery.
Is this rally real--or another tease?
I’ve helped the editor at Hedge Fund Insiders http://www.hedgefundinsiders.com/, Reece Morgan, start a brilliant investment...