Canacol Energy: Colombia’s Largest and Cheapest Independent Natural Gas Producer
Solid expansion plan: ~200mmcfpd by June 2019 and ~315mmcfpd by 2022 and replacing Chevron as the largest supplier of gas to the Caribbean coast. Fixed contracts should guarantee strong and predictable cash flow from operations: ~$160MM by the end of 2019, ~$200MM-2020 and ~$250MM- 2022 with ~50% CFO to revenue ratio. Link: https://seekingalpha.com/article/4267533-canacol-energy-colombias-largest-cheapest-independent-natural-gas-producer?source=all_articles_title
U.S. Crude Inventories Are Set to Decline In 2H 2019: Take A Look at Refinery Throughput and Adjustment Factor
KSA will keep exports low until they balance US market. Unusually low US refinery throughput and extremely high adjustment factor explain to a large extent the recent surplus in US crude inventories. Link: https://seekingalpha.com/article/4274068-u-s-crude-inventories-set-decline-2h-2019-take-look-refinery-throughput-adjustment-factor?source=all_articles_title
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]
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