- 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
Gear Energy: Much More Upside Ahead
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
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...
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...