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 | The Energy Report |
| Chen Lin: Chinese Volatility Could Fuel a Lithium-Price Rocket Launch |
| When China's stock market started cratering at the beginning of the year, veteran investor and newsletter writer Chen Lin was rubbing his hands in anticipation of the opportunities that would be opening up, particularly in lithium and natural gas. In this interview with The Energy Report, the author of What is Chen Buying? What is Chen Selling? shares his insights on what pushed battery-grade lithium prices up fourfold and which companies could benefit from a continued supply-demand imbalance. ATuesday, January 19, 2016 |
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| The Energy Report |
| Why Opportunistic Investor Chen Lin Is Hoping for $20/Barrel Oil |
| A quick drop to $20/barrel oil could be the best thing for energy companies with enough cash in the bank to take advantage of the sharp bounce predicted in the wake of such a dramatic fall. In this interview with The Energy Report, newsletter writer Chen Lin names two companies that could not only survive the oil price downturn, but also are perfectly positioned in the global market to start generating barrels of cash for investors.
The Energy Report: InTuesday, October 20, 2015 |
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| The Energy Report |
| Chen Lin Sees Buying Opportunity of a Lifetime in Energy Stocks |
| After correctly predicting $47/bbl oil last year, Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling?, is licking his stock-picking chops at the bargains now available in international oil plays and the ones that could materialize stateside if the artificial pressure on domestic oil created by a ban on exports is not lifted. In this interview with The Energy Report, he names three stocks that are the victims of global hysteria around plunging oil prices anSunday, April 5, 2015 |
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| The Energy Report |
| Malcolm Gissen and Marshall Berol: Welcome to the Golden Era of Oil Gas |
| The Energy Report: In your May 31 annual report, you wrote: "The most important change we have made to improve performance has been to increase the [Encompass] Fund's exposure to the energy sector, while reducing exposure to metals." Why have you done this?
Malcolm Gissen: We believe that we are now living in a golden era of oil and gas. We believe that demand for oil and gas will continue to grow faster than supply. This provides a unique opportunity to invest in companies that do not have a gFriday, September 12, 2014 |
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| The Energy Report |
| Cash in on Energy in Ukraine and the Rift Basins of Eastern Africa |
| The Energy Report: Christopher, you cover oil and gas explorers operating in the rift basins of Africa and South America. How is the introduction of hydraulic fracturing technology affecting the oil and gas industry operating in these rift basins?
Christopher Brown: Fracking is in its infancy in the eastern African basins. Companies are mostly pursuing conventional targets. As these prospects mature, the companies will need to unlock the remaining resource. The idea is to identify the conventioThursday, May 22, 2014 |
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| The Energy Report |
| Malcolm Shaw: Why Is the Market Ignoring These Companies |
| The Mining Report: Malcolm, uranium's spot price is at a 52-week low. What is your forecast for the uranium price moving forward?Malcolm Shaw: The spot price is still depressed from overhang in the spot market that stemmed from the Japanese reactor shutdown in 2011. Japan was widely expected to begin reactor restarts this summer, but it appears that may be pushed back to early fall. It should be the starting pistol for a move in the spot price. I wouldn't be surprised to see the spot price recovTuesday, May 6, 2014 |
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 | The Gold Report |
| Malcolm Shaw: Why Is the Market Ignoring These Companies |
| Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting uranium discoveries on the planet. Yet Shaw, a partner at Hydra Capital Partners Inc., is sometimes mystified by the lack of investor interest. In this interview with The Mining RTuesday, May 6, 2014 |
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| The Energy Report |
| A Pair of Top Picks, a Risky Pair and an Ace in the Hole: Justin Anderson Shows His Hand |
| The Energy Report: Justin, welcome. Tell us about Salman Partners Top Pick Index. Why was it established?Justin Anderson: Top Pick Index was established to contrast the performance of our company's favorite investment ideas against a Canadian benchmark of general stocks and to see how those investment ideas performed. Analysts look at the stocks under their coverage and then they try to pick one or two stocks that they think are going to be the best performers in that group over the next 12 montThursday, February 27, 2014 |
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| The Energy Report |
| Four International OG Juniors for a Globe-Sweeping Shale Revolution: Christopher Brown |
| The Energy Report: Christopher and Kimberly, welcome. International oil and gas companies need to have more skills than purely domestic companies�diplomatic skills, ability to navigate regulatory bureaucracies, financial depth to survive political turmoil and knowledge of import and export protocols are just a few. How do the juniors manage this?Christopher Brown: Juniors are able to leverage off previous technical information that majors typically leave behind in a number of these jurisdictionsThursday, November 7, 2013 |
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| The Energy Report |
| Bill Newman: As Argentina Backpedals, Will Oil and Gas Companies Step on the Gas |
| The Energy Report: How is the news that Argentina holds the fourth-largest shale oil reserve in the world affecting business plans for companies that operate there? Bill Newman: The U.S. Energy Information Administration (EIA) report that was released in June 2013 showed that Argentina has a technically recoverable shale oil resource of 27 billion barrels, so it reaffirms the large potential of Argentina. Although the shales plays are in an early stage of appraisal, we don't believe the potentiaTuesday, August 6, 2013 |
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| The Energy Report |
| Marshall Berol Craig Valdes: Buy Energy Stocks - On Sale Now! |
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Marshall Berol and Craig Valdes are concentrating their focus on resource stocks in their Encompass Fund portfolio.In this exclusive interview with The Energy Report, they share their current thinking regarding the energy sector and give us the names of some stocks that are attractively priced now and that could do well as global energy demand grows.Thursday, July 21, 2011 |
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| investing in energy - The Energy Report |
| Marshall Berol Craig Valdes: Buy Energy Stocks - On Sale Now! |
| Thursday, July 21, 2011 |
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| The Energy Report |
| Adam Michael: Base Stock Evaluation on $90 Oil |
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Platform Advisors Founder Adam Michael searches the globe for oil and gas discovery stories with established cash flows that support share value in reasonably secure political environments.In this exclusive interview with The Energy Report, Adam reveals some names from his own portfolio holdings that he believes could generate considerable upside production growth to return significant multiples for investors, even if oil prices hover at $90/bbl for the next year.Monday, May 30, 2011 |
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| investing in energy - The Energy Report |
| Adam Michael: Base Stock Evaluation on $90 Oil |
| Monday, May 30, 2011 |
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 | Richard Mills - Aheadoftheherd |
| Colombian Oil, The Next Big Thing |
| .Monday, December 7, 2009 |
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