Uranium Market and Ur-Energy: What Does Not Kill You, Makes You Stronger.
A growing deficit set to worsen every year. US uranium market and section 232: regardless of the outcome, uranium price must rise. Link: https://seekingalpha.com/article/4275189-uranium-market-ur-energy-kill-makes-stronger?source=all_articles_title
Canacol Energy: On Track for Success Following Q2 Earnings
2019 Q2 earnings were decent, but much better outlook ahead. Canacol Energy finally achieves record 217 MMcfpd in natural gas sales: Much higher cash flow from now on. Link: https://seekingalpha.com/article/4289579-canacol-energy-track-success-following-q2-earnings?source=all_articles_title
Abqaiq Attack and U.S. Crude Inventories: A New Risk Premium
KSE export policy remains very aggressive. Extremely low imports have wiped out 69MM barrels since June. Link: https://seekingalpha.com/article/4292353-abqaiq-attack-u-s-crude-inventories-new-risk-premium?source=all_articles_title
Gear Energy: Much More Upside Ahead
[vc_row type=»in_container» full_screen_row_position=»middle» scene_position=»center» text_color=»dark» text_align=»left» overlay_strength=»0.3″ shape_divider_position=»bottom» bg_image_animation=»none»][vc_column column_padding=»no-extra-padding» column_padding_position=»all» background_color_opacity=»1″ background_hover_color_opacity=»1″ column_link_target=»_self» column_shadow=»none» column_border_radius=»none» width=»1/1″ tablet_width_inherit=»default» tablet_text_alignment=»default» phone_text_alignment=»default» column_border_width=»none» column_border_style=»solid» bg_image_animation=»none»][vc_column_text] Strong cash flow generation with 18% FCF yield. Lower debt and safe net debt to FFO multiple. Great management and buyback program about to start. Link: https://seekingalpha.com/article/4293315-gear-energy-much-upside-ahead?source=all_articles_title[/vc_column_text][/vc_column][/vc_row]
