Russell Stanley of Jennings Capital, an expert on mergers and acquisitions, knows how to find the margin in the increasingly profitable energy service industry, and explains the rules of this investment game.
While we fixate on sexy headlines about Chinese military threats in the South China Sea, for instance, or Washington 'lifting the ban' on crude oil exports, we miss the bigger stories—and we miss the reality.
As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts.
With ample stores and cheap prices, natural gas-related equities have taken a beating and continue to be battered. While it is always difficult to call a bottom, the tide may be turning for natural gas companies despite the latest data.
Where will the wealth created by the fast growing Liquid Natural Gas (LNG) market be concentrated in the coming years? In a word – Australia. It’s the #4 exporter of LNG in the world already, and seven new plants are in various stages of planning and development.
Excitement hit the crude markets this week as U.S. inventories boomed to nine-year highs, but the fact that the price of a barrel of oil only fell by a few cents could mean this is not the whole story.