Keith Schaefer | TalkMarkets | Page 4
Publisher, Oil and Gas Investments Bulletin
Contributor's Links: Oil & Gas Investments Bulletin
I started my subscription service in mid-2009 because I could see there was no place where retail investors could go to easily find which oil and gas companies were creating huge shareholder wealth by using exciting new technologies, such as horizontal drilling, fracing and 3D seismic. These ...more

All Contributions

Latest Posts
49 to 64 of 88 Posts
Refineries – Why I’m Not Ready To Buy
The big news out this last week was that Philadelphia Energy Solutions (PES​) will permanently shut its South Philadelphia refinery in the next month.
Green Plains Inc Sinks Into The Red.. And Maybe The Black
These are dark days for the ethanol industry. It’s very much a different story from 2013-2015, when Green Plains was a great investment, and one of my biggest wins. It went from $4-$48 in two years, and I caught the run from $9-$30.
Are Shipping/Tanker Stocks Finally Worth Owning? A 3-Year Check-In
Shipping has not been a great industry – for management teams or investors – for several years now.
The Bull Market In Oil Nobody Is Appreciating
Heavy oil should – and normally does – trade at a discount to light oil because it is more expensive to refine. But now that gap is closing, and now heavy oil actually trades at a premium in many places around the world.
What’s Happening In The Permian–From A SmallCap Oil Producer
The Permian is the fastest growing oil play in the world – by far. That can create big logistical problems and higher service costs. How does a small operator navigate these issues, and what opportunities come out of this?
It’s Happening Now—And These Two Stocks Are Always First
Both Suncor and Valero have broken out. This is a solid indication that funds flow is coming back to the energy sector.
In One Sense, This Company’s Huge Success Makes No Sense
Aveda Transport and Energy Services hit record revenue (US$52 million) and record positive cash flow (just over $5 million) this last quarter, Q2 17.
This Is Where The Leverage Is In Energy This Fall
Investors will find the most leverage in the energy market this autumn in…energy metals.
The Biggest Story In Energy In The Last 2 Years
Lithium is probably the most newsworthy metal in decades. Roughly 40% of lithium demand goes to the battery business today and energy metals specialist Chris Berry has this percentage rising to as much as 66% by 2025.
Only Four People Can Move The Global Oil Market
The first half 2017 U.S. oil storage levels are much more bullish than normal despite no help from the OPEC production cuts.
How To Create The Largest Ethical Cobalt Explorer In The World
The number 1 cobalt explorer in the world is being formed now with a proposal for a 3 way merger that would unite one of the leading cobalt camps outside the Congo.
Lithium Prices To Stay High To 2024–UBS
Lithium is like the "frac sand" of the new, greener, energy era.
Kinder Morgan Canada – Is This Now A Sucker’s Bet?
Kinder Morgan currently trades at 14 times 2016’s EBITDA–which is hardly a bargain. On projected 2020 EBITDA levels however the valuation looks better even with all of the additional debt and preferred equity that will be required factored in.
If Frac Sand Is So Hot—Why Are Sand Stocks So Cold?
It has been a rough couple of months for the shareholders of the big four frac sand suppliers.
The Biggest "Blue" Sky In Energy Is Right Here
Investors have made huge capital gains in the last decade in energy metals—think uranium in 2007-2008, lithium in 2011 and lithium again in 2016.
Is The Time Right To Short Natural Gas?
Is it time to short natural gas?I think the time is close.I got short UNG - NYSE yesterday–the very liquid natgas ETF.
49 to 64 of 88 Posts