The first 55 days of 2016 has raised more money for mining stocks than all of 2015. We delve into how much money is actually on the sidelines and moving onto the golden playing field.
Many oil companies and base metal producers are breaching their debt covenants. In this missive, I break down the solutions that the bankers have come up with. (7 min read)
In 2013, I was the first analyst to publish on an unknown company that had little money, an interesting land position and management team I liked. I believed in the world-class potential of its Montney acreage.
The Iran Sanctions are a done deal. Here we inform you on the winners and losers of Iranian oil coming online and being sold into the international markets (9 minute read).
The hottest topic of conversation today is the speculation that Saudi Aramco may go public with an IPO. But there are some simple questions that no one is asking.
A trip down memory lane: David Einhorn’s oil short and comparing our largest holdings.
An invite to San Francisco and the new elephant in the oil and gas sector.
I had the pleasure of speaking at the 2015 World Nuclear Fuel Market (WNFM) Conference in Paris, France
The Next Asian Flu Pandemic will be caused by this Bubble Popping
The Oil Fundamentals Einhorn got Wrong
Arbitrage: a trade that profits by exploiting price differences of identical or similar financial instruments, on different markets or in different forms.
What the New York Times didn’t tell you, and the Real Threat to US Energy Security
Resource Market Millionaire
How to invest like an insider and make a fortune in the natural resource market
