One question investors should be asking about new dividend-focused E&P companies in the Canadian oil patch is:
How will they pay their taxes?
Deferring income tax payments is a major part of the business strategy for most junior E&Ps—one that investors don’t realize. Investors have become so used to junior producers (almost) never...
Dear OGIB Reader,
There is a definite seasonality to the oil and gas stocks in Canada—and generally speaking, the top is right now.
In both 2011 and 2012, the TSX Energy Index peaked out the first week of February. In 2010 it was the first week of January.
Each of the last...
In Part 1 of our story on Turkey, contributing editor Jen Alic reviewed the country's intriguing onshore and offshore oil potential. Today in Part 2, we'll look at where the Big Prize lies: the Dadas Shale—a huge unconventional shale play—and which Canadian-listed junior producers may be best positioned in this emerging...
Condensate prices in Canada are soaring—now sitting some $14/barrel ABOVE WTI—making it the most valuable Canadian energy product.
It’s creating huge profits for the lucky few natural gas producers who have large condensate volumes in their production stream.Condensate is both a heavy Natural Gas Liquid (NGL), and a super light...
Activity in the huge Bakken field is going home.
Home is Montana, where the Bakken was originally discovered.
Drilling equipment and crews are moving back across the border from North Dakota—where the Bakken Boom has been the Biggest—boosting Montana’s rig count to 22 from just eight at this time last year....
I’m all about empowering retail investors. I write my blog and my subscriber paid copy to help them gain back an edge against the institutional money that gets better information faster in the markets. I mean, how many retail investors have a paid analyst at their call?
That’s why I’m...
International oil plays have produced some big wins in the junior energy markets in 2012. This year alone, companies like Mart Resources (MMT-TSXv) and Africa Oil (AOI-TSX) were huge wins for risk-tolerant investors (Africa Oil—a 10-bagger).
I’m trying to stretch my political risk comfort zone by flying into Kurdistan—in northeast...
By guest contributor Jen Alic
Jen Alic is a geopolitical analyst and consultant based in Sarajevo, Bosnia-Herzegovina, and the former editor-in-chief of the Zurich-based ISN Security Watch.
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Albania’s Albpetrol Goes to Highest Bidder in Geopolitical End Game
Shareholders in Canadian-owned Bankers Petroleum (BNK-TSX) have profited from two huge runs in the stock since they...
