- 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.
Canacol Energy: On Track for Success Following Q2 Earnings
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
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...
Gear Energy: Much More Upside Ahead
Strong cash flow generation with 18% FCF yield. Lower debt and safe net debt to FFO multiple. Great management and...