Mark Gordon

With four fully funded high impact wells expected to be drilled on two potentially company making projects over the next two years, Melbana Energy is now realising the fruition of a period where it has built up an unrisked Prospective Resource base of 1.1 Bboe. Show More

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Mark Gordon

With a fully permitted three well drilling programme expected to commence in December this year, Calima is set to realise significant value from its 100% held liquids rich acreage in the Montney Formation of British Columbia. Calima has made considerable progress since our October 2017 initiation report, and we have... Show More

Antipodes Partners

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going to wipe out the “old world” (i.e. centralised baseload generated from nuclear and fossil fuels). Whilst we do accept that there will be a transition we... Show More

Mathan Somasundaram

Sunset Strip | Aussie market took a breather with weak China and housing data despite positive global lead. BOJ delivered a surprise stimulus kicker for global markets and tried to keep Japan on the recovery path. Domestic economy is stuck in low growth while policy offering from all sides of... Show More

Intelligent Investor

Why BHP wants to change LNG pricing. They did it with coal and with iron ore. Now the world's largest miner, BHP Billiton, wants to change the way LNG is priced. The head of BHP's marketing division says he favours a system where LNG trades on its own fundamentals rather... Show More

John Robertson

Liquefied Natural Gas (ASX:LNG) is being added to the S&P/ASX 200 this month with the implicit recommendation that it should be bought for the nation's most risk averse investors. The company has three development sites and $50 million in the bank but no sales, profits or even commercial contracts committing... Show More

John Robertson

The latest PortfolioDirect investment report contains reviews of Lion Energy, Zeta Petroleum, Orca Energy and Liquefied Natural Gas. The overall rating for each stock is based on an assessment of market and milestone risk factors displayed by the company. The four stocks cover a wide range of geographic exposures -... Show More

John Robertson

KGL Resources (KGL), Alliance Resources (AGS), Liquefied Natural Gas (LNG) and Reward Minerals (RWD) have been reviewed and rated in the latest weekly PortfolioDirect/resources investment report. Liquefied Natural Gas is strongly differentiated from others in the sector. It is seeking to construct an LNG plant in Louisiana where the company's... Show More

Tom McKay

In 2012, the United States consumed almost 9 million barrels of gasoline per day and 4 million barrels of distillate fuels, most of them used in transportation, according to the U.S. Energy Information Administration. Now, the dominance of diesel is being seriously challenged by natural gas as the equipment needed... Show More