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Top Ideas are high-conviction long or short ideas focused on market mispricings with asymmetric risk/reward profiles.
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands
     • Tue, Aug. 26 PTAXF 283 Comments

    Summary

    • Petroamerica made a transformative deal by acquiring Suroco Energy, and addressed all the challenges it was facing.
    • This acquisition significantly strengthens and diversifies the company's asset base.
    • Now, Petroamerica has everything: strong production growth, high netbacks, stellar balance sheet with a strong cash position and an aggressive management.
    • With management focused on continuing to grow, the tremendous valuation gap with the peers can close anytime and Petroamerica's shareholders stand to benefit a lot.
  • If You Are An Alpha Seeker Looking For The Next Big Energy Play, Load Epsilon Energy Now
       • Tue, Jul. 29 EPSEF 359 Comments

    Summary

    • Epsilon Energy is a profitable energy company with a pristine balance sheet.
    • The company has two profitable and growing segments (upstream and midstream).
    • It is drilling the sweet spot of the Marcellus shale.
    • Epsilon's stock is a sleeper and the company's current valuation is irrational.
    • Epsilon's stock has to soar to come in line with the peers' valuation.
  • Lonestar Resources Is The Next Multi-Bagger Getting Ready To Rock In The Lone Star State
       • Sat, Jun. 7 LNREF 345 Comments

    Summary

    • Lonestar Resources is cashing in on Texas Black Gold.
    • The company has a rock solid balance sheet and cheap key metrics.
    • Lonestar Resources is poised to continue its growth and can greatly outperform the market in H2 2014.
  • How To Invest In A Deep Value Investment Opportunity In 3 Easy Steps: Load Caza Oil & Gas, Sit, And Wait
       • Thu, May. 15 CAZFF 332 Comments

    Summary

    • Caza Oil & Gas is a diamond in the rough.
    • The company is an oil-weighted growth play in the Permian Basin with proven assets and a solid balance sheet.
    • Caza's current valuation is severely depressed.
    • Although Caza Oil & Gas is not a biotech or a marijuana stock, its stock offers a potential triple-digit return from the current levels.
  • Nighthawk Energy Sees Triple-Digit Growth By Hitting Sweet Spots In The Denver-Julesburg Basin
       • Wed, Apr. 9 NHEGY 131 Comments

    Summary

    • Nighthawk Energy is a very well-run company with a sound financial plan.
    • Thanks to its low cost and oily wells that have high IRR and fast payouts (3 months), the company has achieved tremendous growth of late.
    • Nighthawk's fast payout is the kind of short payback that any junior producer needs so that cash can be quickly reinvested in the next well to keep growing production.
    • The company has plenty of running room and the continued development of its core properties will drive production, reserves and EBITDA higher over the coming months.
  • Zargon Oil And Gas Is In The Bargain Bin And Ready To Take Off
       • Tue, Mar. 18 ZARFF 108 Comments

    Summary

    • There are always hidden gems in the oil and gas sector.
    • Zargon Oil and Gas is grossly undervalued no matter how you slice it.
    • Zargon Oil and Gas is too cheap to ignore and has some strong catalysts.
  • CAMAC Energy's Gross Overvaluation Is A Gift From Santa Claus To All Short Sellers For 2014
       • Fri, Jan. 3 CAK 47 Comments
  • Look No Further: Chinook Energy Is The Real Deal From The International Energy Patch
       • Dec. 7, 2013 CNKEF 82 Comments
  • Arsenal Energy Offers The Triple Play: Income, Value And Potential For Big Returns
       • Nov. 7, 2013 AEYIF 71 Comments
  • Salamander Energy: A Multi-Bagger Producer Waiting Its Turn In A 'Show-Me' Market
       • Oct. 24, 2013 SALDF 34 Comments
  • Pan Orient: The Gross Undervaluation Is Not Rocket Science
       • Sep. 24, 2013 POEFF 55 Comments