The Coming Energy Infrastructure Overcapacity Glut
October 1, 2015
By: Bill Powers
When free money is thrown at any part of the energy industry for a long enough length of time, the natural boom bust cycle can be taken to extremes and massive distortions can develop.
Due to unprecedented access to all forms...
Half the oil price but 4x the free cash flow! Sounds like a pitch from Barnum & Bailey's circus, doesn't it--Step right up folks and see it with your own eyes!
I'm going to show this magic trick--starting with the chart below. In 2017 at $50 oil, Vermilion Energy (VET-TSX/NYSE)...
Each January I look back at last year's trading and remind myself what cost me money. In Part 1, I wrote about what MADE me money. In this article, I look at what decisions, what trading patterns, didn't work out? What lessons did I learn--again?
So what cost me money...
Dear Friend,
As one of today’s more sophisticated investors, I think you understand what’s about to happen.
But tell me if you disagree with my assessment: The launch of the Fed’s new program of quantitative easing will mark the start of an explosive new rally in gold.
Of course, we’ve already seen...
Sometimes finding the next big opportunity requires nothing more than common sense.
By 2018 frac sand demand in the United States will have tripled from 2016.
Common sense is all you need to know that this will be very good for frac sand stocks.
That is simple economics.
It really is very simple.
As...
Dan Loeb's Bearish View on Frac Sand Stocks
Earlier this week, I showed you how the share prices of frac sand suppliers have crashed since February and have generated a lot of pain for shareholders.
Here is the not so pretty picture:
Ticker
Company
2017 Share Price Peak
Current Share Price
Decline
% Decline
SLCA
U.S. Silica
$61.49
$37.39
$24.10
39%
EMES
Emerge Energy
$24.45
$11.19
$13.26
54%
HCLP
Hi-Crush
$23.30
$13.37
$9.93
43%
FMSA
Fairmount Santrol
$13.12
$5.00
$8.12
62%
Shareholders...
The SmartGrid is here to redefine how we generate, deliver, and pay for electricity—and that will be a big opportunity for energy investors in 2016.
The SmartGrid will help utilities reduce demand among their customer base during the very expensive peak periods, and cost-effectively increase their use of renewable energy.
The...
I can’t decide it Cobalt International (CIE:NYSE) is one announcement way from being a five-bagger or one news release away from being a disaster.
If a person knew which way this was going to go--there are some Big Fast Easy Capital Gains to be made. But I just don't know...