Nawar Alsaadi

Value, contrarian, long-term horizon, activist investor
Nawar Alsaadi
Value, contrarian, long-term horizon, activist investor
Contributor since: 2007
Company: Semper Augustus Capital
12/8/15
Nawar Alsaadi
End in Sight final copy, added few slides on the 1980s, oil dollar relationship and where prices will bottom: http://bit.ly/1m99xUK $USO
12/7/15
Nawar Alsaadi
End in Sight, the 2014-2015 oil crash and the likelihood of a price rebound in 2016: http://bit.ly/1RB6G38 $USO $XLE $XEG
12/8/15
Great presentation, Nawar.
12/8/15
Thank you for great details. I believe unless supply/Demand ratio is corrected. We may be in for long depressed market.
2/4/15
Nawar Alsaadi
My interview with Hard Asset Investor regarding the oil market: https://lnkd.in/bDWUEn5
11/20/14
Nawar Alsaadi
Doubled position in $PWE/$PWT today, world class management, great assets, I expect a triple in the next 2 years.
They have enough non-core assets to lower debt: Japanese BC NG venture, CIC heavy oil venture, the Duverney shale and also the Swan Hills.
11/24/14
Do you still have a large position in Epsilon Energy? I bought a bunch more shares a couple weeks ago at $3.38.
8/26/14
Nawar Alsaadi
Appearance on BNN this morning (7 min video): http://bit.ly/1ARh90p
8/20/14
Nawar Alsaadi
Current top picks for capital gain/income: PWT, TBE and RMM.UN, for income DRG.UN and AGF.B. Cutting down on CUS in favour of those names.
8/21/14
Are you still holding on to Epsilon Energy?
Glad to see you are on the TBE train :)
7/24/14
Nawar Alsaadi
The Bull of Heaven makes it as #1 Best Seller (business biographies) on Amazon (.ca): http://bit.ly/1z8WrYO , get your copy today!
7/2/14
Nawar Alsaadi
My radio interview with Bill Good on CKNW (June 30th): http://bit.ly/1rYCrUS
6/20/14
Nawar Alsaadi
The Bull of Heaven, book trailer is ready for viewing at: http://bit.ly/1m284fs
Already finished my copy. Fantastic read. Thanks for taking the time to write it.
Thanks Rockefeller, I am very glad you liked it :).
6/19/14
Nawar Alsaadi
My book (The Bull of Heaven) is now available on Amazon: http://amzn.to/1uFKkOM , official release PR coming shortly.
I look forward to reading it!
Thanks :), I hope you enjoy it.
5/12/14
Nawar Alsaadi
$KGC is looking very attractive at current levels, turn around going well, Russia discount is creating a buying opportunity.
4/21/14
Nawar Alsaadi
How To Profit From Keystone XL's Indefinite Delay $CXUSF http://seekingalpha.com/a/1a3ch
4/18/14
Nawar Alsaadi
Keystone XL decision is delayed by another year, rail is only game in town, Canexus $CUS $CXUSF should react well on Monday.
4/10/14
Nawar Alsaadi
Canexus $CXUSF $CUS making money in the chemical business for over 50 years!. Will pick it instead of a momo stock any day!
4/8/14
Nawar Alsaadi
Canexus Corporation Positioned For A 30% Rebound. http://seekingalpha.com/a/19m15
4/7/14
Nawar Alsaadi
Canexus Corporation Positioned For A 30% Rebound $CXUSF http://seekingalpha.com/a/19m15
4/1/14
Nawar Alsaadi
Exiting $LNV. Doubling up on $CUS.
3/31/14
Nawar Alsaadi
$LNV acquired by $SGY for $5.99. $SGY raising its dividend by 11%. Congrates to all $LNV sharesholders.
3/14/14
Nawar Alsaadi
(TSX:$CUS) oil by rail terminal still on track for $50m EBITDA by Q4. Stock up 7%, I expect an additional 20% to 60% upside by year end.
3/11/14
Nawar Alsaadi
Canexus (TSX: $CUS) looks like a good buy here, an excellent way to hedge Canadian oil differentials with the NATO terminal ramping up.
2/28/14
Nawar Alsaadi
Surge Energy $SGY, buys 19.8% of Longview $LNV: http://bit.ly/1hIioEL , I expect a final deal for $LNV/$ZPTAF at $6+
2/24/14
Nawar Alsaadi
My deepest condolences to Longview's staff and Mr. Drader's family on the passing of Mr. Kelly Drader. $LNV
2/13/14
Nawar Alsaadi
2/13/14
Nawar Alsaadi
Calgary Herald on the Longview pending buyout: http://bit.ly/1mdhQ00 $ZPTAF
2/11/14
Nawar Alsaadi
My press release on the latest developments at Longview Oil: http://prn.to/M9xVUd , $ZPTAF
2/10/14
Nawar Alsaadi
Longview Oil receives a hostile buyout offer with shares. Makes sense that now AAV is out (they wanted cash). LNV worth $6+. $ZPTAF
2/5/14
Nawar Alsaadi
$AAV finally out of $LNV, the size and the timing of the offering is providing at excellent buying opportunity at $LNV. I am adding.
LNV does look attractive now. Didn't mean to take away from your post.
Finished my own analysis of LNV and purchased a position.
1/29/14
Nawar Alsaadi
As the $CDN hits 89c, NG prices at 4 years high, next door competitor Cabot $COG hits a new high $EPSEF $EPS is looking like a real steal.
1/23/14
Nawar Alsaadi
Marcellus TGP-4 differential shrinking to 10c with NYMEX as of yesterday: http://bit.ly/1hOIAyK , $EPSEF $EPS
1/10/14
Nawar Alsaadi
KKR looking to invest $500m to few billions in Canadian energy stocks: http://bit.ly/1cL3Kvk , $LNV $AAV
12/20/13
Nawar Alsaadi
For those interested in the 10 pages analysis report on Epsilon Energy prepared by Adam Goldstein in collaboration with me, send me a note.
Antique, thanks for your interest, but your email is bouncing. Please email me at Nawaralsaadi@yahoo.com & I will respond with the report.
I would like to read this as well. Thanks in advance.
12/19/13
Nawar Alsaadi
Canadian WCS differentials narrow materially on the BP refinery news: http://bit.ly/J7PMZA $LNV