Argentina is the “Comeback Kid” story of 2014. After getting vilified for nationalizing one large ownership block in the prolific Vaca Muerta shale play in 2012, Big Oil is coming back in a Big Way—and dragging up the share price of the fast growing juniors in the play.
Most investors...
Editor's Note: In my last story I explained how lower gas prices could affect reserves, as reserve reporting season is underway. Below, here's a look at how some junior oil companies might fare.
- Keith
Part 3 of a 3-part Series
Reserves redux:
Last time we talked about reserve reports and how natural...
The best new shale oil play you’ve never heard of is getting ready to explode onto investors’ radar early in 2011 – the Alberta Bakken.
Located on either side of the Alberta/Montana border, the key land packages in this play have been assembled with very little news or...
The next Big Thing in oil and gas is... water.
It's one of the industry's biggest threats, and one of investors' biggest opportunities. It's an emotional issue for everybody, and has the potential to be THE galvanizing political force in the North American oil patch in 2012.
Consider these statistics: each...
Yes Virginia there is a Santa Claus. Private equity fund Edge Natural Resources LLC is taking Canamax Energy private--at 67 cents, or a hair shy of a double over Thursday’s share price.
It has been my largest position for a junior for two years, and gives me--and the subscribers who bought it...
Here is an energy issue I thought would have been resolved years ago--but it's going to court this week in Alberta. The central question is simple--what takes priority if a producer goes bankrupt--environmental liabilities to plug & abandon (P&A) wells, or creditors.
What's happening is that the Alberta Energy Regulator...
August is often one of the best months to buy natural gas stocks; gas prices and the commodities stocks overall are at a low. There is often (but not last year!) a run up in gas prices in the fall – and stocks follow – as...
Oil stocks traded REALLY well yesterday. You could just say ‘DUH!’ but there’s more to it than that.
Through the day, weakness—what little of it there was—was bought. Stocks opened higher and kept running. Most closed at or near their highs.
The Biggest Gains were reserved for those stocks that had...