The Market had its biggest UP day in history Monday, with the Dow up 1294 points, as central bankers around the world committed to liquidity for the Market. That will mean lower interest rates and making more money available to keep the global money flow going! Of course, this was...
In many ways the oil industry is a fashion industry, and in 2011 the exciting new model on the investment bankers’ catwalk was the Duvernay shale.
Over $2 billion was spent acquiring big land packages, and the rising price per acre kept the play in the news headlines.
Covering over 100,000...
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...
Investment Profile and Business Overview (ticker: BDI on the TSX)
The Black Diamond Group (BDI) is one of the most boring companies I've ever come across.
They make & rent remote camps for the oilsands workers – from dining rooms to toilets – and supply the temporary office space. There's no technological...
I'm off to Dubai for a week of meetings, but I want to leave you with some ideas that should leave you...questioning...The Bear Case on oil.
I want to be clear...I'm not a perma-bull on oil. Far from it. I'm an investor, and a trader, looking for a trend. Energy...
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...
Ever wonder why the stock of an energy company you love doesn’t go up? You’ve analyzed it and you think it’s undervalued. But the stock doesn’t go up.
Well, I just finished reading one of the best explanations of why that happens. It’s a November 2013 report from oil and...
Sometimes you write a story. Sometimes a story writes itself.
In the next three sentences I’m going to give you everything you need to know.
One…
With more oil and gas producers in financial distress than aren’t, this has to be an historic opportunity to be buying oil and gas assets (especially...