Georealist

383 Comments

    • More on Russian Gas [view article]
      And you think Reagan was shortsighted or intellectually incapable because he didn't want long term supply agreements made with the Soviets!!?? Incredible...just ask any of Russia's recent partners how well they've kept their contractual obligations...let's start with BP and work our way East towards Sakhalin.
      Also...it seems that to be taken seriously one needs to understand the difference between natural gas and oil. The BTC pipeline is oil...natural gas is still a regional market...LNG facilities MIGHT be built for fractionation in the US..but since shale deposits are ALREADY delivery record amounts of nat gas I'd think reversing the flow of LNG towards Europe is in the realm of possibility.
      No one knows if the US can be energy independent..along the way to finding out nuclear will certainly play a role, as will compressed nat gas for vehicular transport.
      If the tone of your book is as pompous and pretentious as your article one can only imagine how enlightening the ten copies sold were.       Sep 01 03:57 PM
    • A Compelling Energy Ratio [view article]
      The kicker on ratios..whether it's oil/gas or gold/silver is always the outsized future production or discoveries. On the whole though, it's just another indicator that like silver, nat gas has incredible varieties of use, and just doesn't get lots of respect. The US could well consider LNG export terminals rather than fractionation sites..and start cutting Russian gas out of Europe...why not..they're such lovely people.
      Also...the previous post is testament to poor parental upbringing. Mommy either needs to keep him in his basement bedroom without a computer or supervise him. Truly a male no sober woman would touch.       Sep 01 10:13 AM
    • Allied Irish Banks: With 9% Dividend, This Bank Could Thrive [view article]
      notsosmart has picked the PERFECT screen name..I'll spare myself the thrill of his/her website. AIB most certainly will survive..and if people think property markets have fallen parabolically and may have further to go...then bide your time and Buy Ireland. The Irish market has ALL the earmarks of the geography of wealth and can rise almost as fast as the fall. When I see desirable destination and demographics change I'll start believing in long term housing declines. Aug 31 12:19 PM
    • The Top 10 Lowest Standard Deviation MLPs [view article]
      I like the effort..however, a few things to consider. Std Dev and Div Yield may or may not be reflective of Coverage..prospective resource development, prospective infrastructure development and the risk associated with those two elements...general market fears that might assymetrically affect MLPs in certain geographical locations..etc...
      I'd be more inerested in simply seeing a comprehensive screen for MLPs and Canadian Trusts that deals strictly with the coverage ratios..I'll draw my own conclusions.       Aug 31 12:08 PM
    • How to Take Advantage of Cameco's Shopping Spree [view article]
      pockywhatever is a perfect example of the typical misinformation on this site by posters...Denison Mines has FIVE active mines in the US..two additional in Canada. It is also ready to begin mining operations at several others in 2009. Check their website for some facts. By 2011 No. American production is expected to hit 5 million lbs...Sounds as if WE are hardly hogtied by hostile forces.
      As for the article...Cameco has run into serious issues..money may well help it find a way thru! Here's a slightly different take...I'm not convinced the holdup in mining Cigar Lake is such a bad thing long term.....Many of the 40+ nuclear plants being built or ready to break ground are still years away from supply demand. Eventually Cigar Lake will come on line...by the time it does recognition of future demand could well be at a very high pitch. I like URPTF..DNN..and will buy some CCJ at $28 or below....and keep them in my pocket.       Aug 28 12:10 PM
    • Oil's Jump Pushes Dollar Down [view article]
      I'm not sure Ms Cheng understands fungible...or that Europe's real concern is not oil but natural gas. I'd strongly suggest she hit a real website that understands oil/gas..like Oildrum....that would quickly disabuse her of the fantasy that oil is "propped" up by anything.
      Enjoy the drop we've had because interesting times are coming again to a theatre near us all.       Aug 25 07:12 PM
    • Chávez's New World Order? [view article]
      I don't find much of what Mr. Vierma impressive..or even factually correct.
      1. PdVSA has largely "benefitted" by what can only be accurately described as large scale theft. Private oil companies spent billions and Chavez took those assets and contracts by force. Why any company would do business other than on a cash and carry basis with this country is beyond comprehension.
      2. Mexico's Pemex WAS a major oil exporter..it's not now. What makes Mr. Vierma think they will be again? In fact, Mexico's oil future is in serious doubt because it operates under the same political agenda as Venezuela...resources are used togrease the skids of political power thru welfare.
      3. Lukoil and Chevron ARE privately owned..the others aren't. Russia, which follows a "nationalization&... program by criminalizing companies unwilling to become part of the cartel will soon drive Lukoil to the edge.
      This is the "new world order???" Looks like plain old fashioned intimidation and thuggery..just ask Cemex how forward looking Venezuela is....
      Canada would do well to strive to be as different from Venezuela as possible...if for no other reason than self respect.       Aug 24 03:55 PM
    • Natural Gas Fund Is Flaming Out [view article]
      Will have to disagree with you about UNG..it's an excellent vehicle for taking advantage of abnormally low natgas prices and riding the corrections upward..Trough to peak..and peak to trough...here are the comps..
      UNG +82% UNG -41%
      NatGas +92.86% NatGas -40.74%

      Bottom line..you give upsomething on the upside..small change on the downside..Convenience and liquidity..excellent.       Aug 23 03:03 PM
    • China: Case Study for Global Water ETF [view article]
      Very timely and useful article..I have no idea what Whidbooby is rambling about...or what disgusting third rate garbage User number something is pedaling..Please follow up with some additional analysis.... Aug 21 08:54 PM
    • Russia's Strategic Intent To Use Energy as a Weapon Has Increased [view article]
      Please disregard the pathetic and propagandistic garbage of Wiskey...the Soviet Union fell because it was as inhuman and murderous as Nazi Germany, and as economically sound as today's Venezuela.
      In any case...with all due respect to Mr. Litle, Rusia has been using natural gas as a political weapon for years. What is different is their military boldness with Georgia. Georgia is a message move...sent loud and clear to the Ukraine. Russia has consolidated from the criminal thug period into the Stae as thug period..and European countries who've stood by and expected the US to protect them may be in for a huge surprise.
      This why..ONLY SAFE HAVEN OIL AND GAS INVESTMENTS..PWE..LINE... SEVERAL OTHERS..make sense.
      Why any corporation would invest with a thieving Russian regime is beyond comprehension.       Aug 21 08:49 PM
    • The Current Financial Crisis: 100 Year Storm? [view article]
      The 100 year is a "depression"... think? If Japan had one of these 50 year whoppers then it must have started in 1958....Please, if your going to go hysteric on us at least get the math right. Typical Alpha garbage..... Aug 20 10:17 AM
    • No Renewed Bull Phase for Metals Miners Just Yet [view article]
      Of course Mark Anthony is incorrect as usual. Physical platinum has been falling because of sever restructuring of PGM expected use industrially. Platinum and palladium are still overwhelmingly not investment of jewelry driven markets.
      IF...supplies were tight and demand was level we wouldNOT have seen a 43% drop in palladium and a like drop in Platinum.
      Why Mr. Anthony has a website is beyond me...his Alpha articles are scattered and largely incomprehensible..and he doesn't seem to understand metal market basics.
      I'd also argue with Mr. Cara that what we are seeing could even remotely be seen as a dollar bull. It's...if anything..a response to Euro slamming..the US dollar will get over this short lived reflexive move up soon..and resume it's very long forward looking slide. Uranium..silver (especially) and palladium have great upside potential after a very brief levelling period...October/Nov sounds about right.       Aug 19 05:36 PM
    • What the Russian-Georgian War Means for the Euro [view article]
      Russia is "forced" to deal with Europe?? I think it's largely the other way around. I don't know I'd be placing any currency bets based on the Russian-broader Caucasus developments..However, I definitely would expect every resource Russia has control over to be squeezed hard before let go...oil and nat gas (especially in the Euro-Asian region could cost much more VERY soon. $85 oil is really someones fantasy.... Aug 17 08:38 PM
    • CANROYs Remain Attractive as Oil-Related Investments [view article]
      For those new to the bashing..paultaut and (thankfully) a nuisance contributor named David Bui have continually bashed the Canroys and PWE in particular..they never have understood the nature of cash flow and how the oil/gas Trusts and MLPs (like LINN ENERGY) manage their assets to cover distributions.
      I've invested in the oil/gas end of these Trusts and MLPs for years..and despite political surprises in Canada and the start up hazards of MLPs in the States they have been hugely profitable...I used to hear the same idiotic bashing of PrimeWest..until it was bought out by a Middle Eastern concern at a substantial markup and bonanza for investors.
      PWE in particular has over a decade (14.5 years) of reserves with a mixture of light oil/nat gas/heavy oil (sands)...it is a SAFE HAVEN producer..another aspect bashers just don't seem to fathom! What ARE their investment ideas? They don't have any! Like doomers everywhere they only know what they don't like..and that is inexhaustible!       Aug 17 12:47 PM
    • Painful Surprises and Big Lessons with Precious Metals & Energy [view article]
      Reading this article is a stern reminder why having a macro viewpoint and understanding the foundational movement of investments is critical. Gold and (especially) silvers corections aren't anything but typical and typically severe in a long trend movement. Gold is NOT falling because of a fear of rising US rates! The Fed won't/can't raise rates because of the almost instantaneous collapse of every variable rate debt instrument in existence. Mr. Zeman's notion that traders will not Buy because prices have fallen so far is truly amazing! And inflation "cuts both ways" for gold...!! Even in August that could lock down the dumbest comment of the year award.
      At these prices silver looks especially attractive (down 32% from its last high)...by the by..we really don't need the kind of pretentious doom gloom garbage and "final reckoning" nonsense of James Seaberg (comment above). Central Banks will do what they always do..inflate. The metals correction we see are really regroupings while the fearful and potentially insolvent hoard cash till the next burst of liquidity. You can't profit from the system unless you understand how it works...like it or not.       Aug 17 10:42 AM
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