I want to tell you about a new development in fracking that’s getting some press down in the US. This is actually pretty simple, but if I’m correct in interpreting this, it would be quite important in the global oil patch.
From what I can tell, EOG Resources is increasing...
North Dakota did it again. July oil production numbers for the state was another record high—and it was a BIG one.
Monthly stats from the EIA (US Energy Information Administration) showed North Dakota production jumping by a whopping 55,000 barrels per day in July to reach nearly 875,000 barrels per...
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...
In early 2013 the junior energy market turned on a dime—it went from rewarding growth, to rewarding sustainability—companies that grow within cash flow.
Few companies can do this—and the smaller you are, the more difficult it is. But one of the smallest doing this successfully is Brian Schmidt’s Tamarack Valley...
One man’s junk is another man’s treasure. One company’s natural gas headache is another company’s opportunity.
George Fink and his Pine Cliff Energy (PNE-TSXv) are the aspirin for other natural gas producers. George wants to buy natural gas assets now while the price is low, and asset valuations are even...
Editor's Note: Today's OGIB is my interview with fund manager Chris Theal...
The Big Investing Themes for Kootenay Capital fund manager Chris Theal right now is oil field service companies (OFS), and heavy oil producers.
Driving these two themes are:
1. Liquid Natural Gas (LNG) in North America
2. The huge growth in...
Editor's Note: Today's OGIB is the transcript of my recent interview with Peter Byrne of The Energy Report (TER) on a growing debate in North America's Great Experiment: the Shale Revolution, and I also talk about which junior producers I'm keeping close tabs on right now in the oil patch.
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The Energy...
In Part 1 of my series on tax pools, I explained how the new dividend-paying junior producers will use up their tax shelters by drilling less—crimping cash flow much sooner than expected.
In this article, I create a “tax pool universe” to help investors discover:
1. which companies have big tax...
