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@tsxpro

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  • An Unexpected Surge In U.S. Condensate Production: From Eagle Ford To Canada [View article]
    Nice article Keith. If you look at what Goldman Sachs is telling us, the Canadian producers are increasingly long bitumen looking out next few years. So I think that bitumen will bear the burden of the discount and condensate will remain in very high demand as transport capacity increases via pipeline and rail. You can grab a few Canadian condensate producers today at very low historical valuations that are right next door to the hungry buyers. :)
    Feb 17 10:20 PM | Likes Like |Link to Comment
  • Natural Resources Investor Sprott Resource Corp. Is Now A Big-Time Dividend Play [View article]
    It is important to point out that they lost $75 million before tax from operations, so that includes all of their investment gains and losses. Including losses from previous quarters I wonder how they chose the timing to initiate $48 million in dividends straight out of shareholder equity per year?
    Jan 10 03:15 AM | Likes Like |Link to Comment
  • Argentinean Energy Stocks: The Nationalization Fear And The Dead Cow Appeal [View article]
    Dirt cheap valuations for sure. Those like me that have had their clocks cleaned before will ensure that the political discount on these stocks will remain for the foreseeable future. Very scary place to put your money!
    Nov 29 01:00 PM | 1 Like Like |Link to Comment
  • "The theme for this year, next year, and probably the extended period beyond ... will be everything having to do with cost control," says Rio Tinto (RIO) CEO Tom Albanese, as his company aims to cut $5B in operating costs by the end of 2014. Commodity prices are weak, yes, but in just 5 years, Australia has gone from being among the cheaper places to operate to the most expensive. [View news story]
    Interesting comments, same could be said for the Aus energy sector as well.
    Nov 29 01:58 AM | Likes Like |Link to Comment
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