In Part One of this series I introduced readers to “Kurt’s Bible” a great piece of energy stock investing wisdom written by Canadian energy analyst Kurt Molnar of Raymond James.
In Part Two here, I want to warn energy stock investors of a huge risk that they are taking if...
To me, the Market (Dow/S&P 500) is a bit of a binary trade right now. It’s pretty clear to me that the Market is determined to retest its late August lows. If it bounces, I think I can safely buy stocks and likely add to my biggest position again...
Investors now have the very first pure play on fracking sand... as US Silica (NYSE: SLCA) went public on the NYSE on February 1st at $17/share, raising $42 million. Prior to this IPO, the only frac sand companies were either private or held by oil companies.
There is a huge...
Peabody Coal (BTUUQ-NYSE) is a CRAZY, HIGH-RISK trade. This stock was up 600% this week at one point on Friday. But it could literally be worth almost zeroon Wednesday morning, after they report their quarterly.
But it could also be on the way to $43, as I'll explain.
Peabody Coal’s stock is already...
The hottest oil play in the western world is the Delaware sub-basin of the Permian in SW Texas. Producers are seeing huge increases in flow rates as they figure out proper fracking techniques. Rates are doubling from 1500-3,000 boepd! And payout times for wells are now as low as...
Commodity’ is now a four letter word.
Metal prices have collapsed. Oil is plummeting. Natural gas and coal are struggling, and iron ore is on death’s door.
But right now, there is one commodity that everyone agrees will rise in price this year.
The Big Banks are piling into the idea. Analyst...
What are the Fathers of the Shale Revolution doing now?
You would be surprised—I sure was. The main part of the technical team from Mitchell Energy—which combined fracking and horizontal drilling to start The Shale Revolution in Texas’ Barnett Shale in 1998—is now working for a 15 cent junior in...
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...