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Rice Energy is one of the single most watched names in E&P (primarily focused in the Marcellus/Utica resource plays); not an easy title to earn.But Rice Energy → Read More
As Energy XXI has gotten more stressed, its story has become more interesting.The Energy XXI story has recently become even more interesting in light of the com → Read More
Natural gas has fallen from $2.25 to $1.97 over just the last thirty days.We thought now would be as good a time as any to update our “Monitoring of the Marcell → Read More
We update one of our best ideas TTM -- shorting energy lenders into lower energy pricing decks.This strategy has now yielded 16.8% TTM with a 0.89 bps beta to t → Read More
Triangle Petroleum is a name we’ve only just recently followed.After hearing about the unique financial and operating structure at Triangle and after investigat → Read More
It’s more good news for GreenPower Motor Co.This morning as the tech-first transportation-startup has secured even further adoption for its new, white-labeled E → Read More
BioHiTech is one of a few players in a new wave of technology-based solutions for onsite waste management. Essentially a startup, BioHiTech is looking to addres → Read More
One Horizon is out with a downloads and revenue update.I'm now even more optimistic regarding the monetization potential of Aishuo than I was before.I update readers as to how this new information alt → Read More
After recently taking on the responsibility of consulting a mid-size ownership group of Energy XXI shareholders, we felt compelled to break out the Energy XXI capital structure even further.The Senior → Read More
After recently taking on the responsibility of consulting a mid-size ownership group of Energy XXI shareholders, we felt compelled to break out the Energy XXI capital structure even further.The 2020 s → Read More
As Energy XXI has become more and more stressed the story has has become more and more interesting/binary.We believe we have a comprehensive, multi-layered roadmap for evaluating Energy XXI’s health a → Read More
We have entered what many feel are the final stages of the current energy credit cycle.If I’ve said it once before I’ve said it a thousand times, risk is never more magnified or more potentially damag → Read More
CUBI has done it again. CUBI continues to find more and more creative ways to drive shareholder value - inclusive of providing highly visible value unlocking long into the future. Jay Sidhu has execut → Read More
I review Applied Minerals' annual meeting.After posting a blowing calendar Q4 from a development standpoint, management seemed confident of the future.CEO Andre Zeitoun addressed all questions head-on → Read More
FSNN is out with big news regarding an accretive acquisition.With this acquisition FSNN addresses many of the bear thesis bullet points I believe were creating buyer reluctance.Look for FSNN to move h → Read More
Applied Minerals has secured national distribution coverage via its third distribution partnership in as many weeks.With the coverage Applied Minerals now appears ready to access a deep roster of vert → Read More
With WTI oil pricing at ~$39 and NYMEX natural gas spot pricing at $2.12 (as of 12/7/2015), not one North American oil or natural gas resource play is economic. → Read More
After recently taking on the responsibility of consulting a large ownership group of SandRidge Energy shareholders, we felt compelled to break out the SandRidge capital structure even further.The Seni → Read More
Estimating oil and natural gas E&P company viability is extremely difficult.Even more difficult -- for those looking to do the near-impossible -- is estimating oil and natural gas E&P company future c → Read More
Diamcor is out with yet another substantial uptick to its diamond tender size.The company also reported continued progress in its efforts to secure higher volumes and more consistency of water; water → Read More