Napoleon is credited with the saying—I would rather have my generals be lucky than good.
And that’s a good saying for Yangarra Resources (YGR-TSX), as they discovered how prolific the Lower Cardium, or “Bioturbated Zone" is in Alberta's massive Cardium formation--all by accident.
They were drilling in the main Cardium zone above--which...
Two catalysts just ratcheted up investor interest in west coast LNG—Liquefied Natural Gas.
One was the re-election of the centre-right Liberal party in British Columbia in May. The second catalyst came in mid-June, when Malaysia’s Petronas announced it wants to spend $16 billion—as fast as government approvals will allow—to ship...
Dear OGIB Reader,
Over the next few weeks, oil and gas companies are going through a special sort of reporting period… and it’s going to have some important ramifications for stock prices — especially for junior gas producers.
Here’s why:
At the end of each calendar year, every single junior energy producer...
It has been a rough couple of months for the shareholders of the big four frac sand suppliers.
At the start of 2017 everyone--including me--was buying into the bullish story for these companies based on the industry trend of sand, sand and more sand. Sand has been the #1 efficiency...
Last week and this week I look at two ag commodities--phosphate and this week -- POTASH. Prices are soaring--but is this the peak of the cycle?
If you only looked at the supply and demand of the potash market, you would come away thinking its balanced.
Potash demand is expected to...
UNIQUE PRODUCT, BRILLIANT STRATEGYNew CEO Explains The Perfect Set-Up forBeyond Tobacco
I have rarely had my eyes opened in a CEO interview like I did last Friday with new TAAT (TAAT-CSE) CEO Setti Coscarella.
The way he outlined the product positioning and marketing plan for TAAT’s Beyond Tobacco cigarettes—no tobacco, no...
Great Investors Share One Trait – They Wait For The Fat Pitch
(Exactly Like This One)
If you want to be a really good investor, you need to be able to do one thing really well:
Sit on your hands and do nothing.
It sounds easy, but it is the hardest thing...
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...
