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
Last year I formed the view that there were opportunities in oil stocks. A handful of oil producers lagged the oil price as equity investors doubted the sustainability of the rebound. But a number of factors suggest that oil, while the price will of course be volatile, is now well... Show More
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
In this short video we discuss the features of STO’s first half of operations, which saw the group report an underlying profit of US$156 million compared to an underlying loss of $5 million a year earlier and a net loss of US$506 million, which included a previously announced US$689 million... Show More
Ambrose Evans-Pritchard, International Business Editor of the Telegraph says “The US has exported its first shipment of natural gas in a historic move that shifts the balance of power in the global energy market and kicks off a struggle with Russia for market share. Surging US supply over the next... Show More
We believe ASIC urgently needs to get involved to clarify the facts around UGL's warning last week. Last week, UGL provided the market with an update that revealed it faced potential damages claim relating to the construction of the Ichthys LNG project. The stock slumped 15 per cent. The warning... Show More
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
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
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
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
Is this the best growth company on the ASX? Releasing from a trading halt this morning expect a big day! Liquefied Natural Gas Limited (ASX: LNG) were suspended Tuesday before the start of trading. Rising from a low of 25.5 cents in late January to the last traded price of... Show More
There is an interesting perspective here http://thediplomat.com/2014/07/mh17s-implications-for-russia-japan-rapprochement/ on the impact on the regional energy balance of the shooting down of MH17. Show More
LNG: Baupost and other US funds now 40% of register; company is fully funded; new management on board: valuation upgrade to $3.32. With 80% of recent placement and a sell-down of the HQC shareholding taken up by US investors (who also own Cheniere Energy: LNG US), the register of LNG... Show More
Woodside's weak growth pipeline highlights stock's overvaluation. Woodside recently exited the Leviathan joint venture, which demonstrated the company's commitment to not overpaying for deals but also its lack of near-term growth options. The resulting high dividend payout ratio retards intrinsic value growth. WPL is exploring for new resources but the... Show More
We are intrigued by the recent price action in LNG Ltd (LNG:ASX). LNG is a promoter of mid-scale liquid-natural-gas (LNG) projects, originally in Australia. The focus has now moved to the USA where they are promoting a similar LNG facility in Louisiana. This move has attracted attention and the stock... Show More
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
Doubts about the ability of Queensland's coal seams to produce enough gas to feed Gladstone's LNG export plants are growing. Claims have emerged that many wells are not producing as expected and that more gas could be needed. Global drilling service provider SES is forecasting growth in its eastern Australian... Show More
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
Latest from APAC Review http://www.apacreview.com.au/ PetroChina pays $US371 for Poseidon, Cathay Pacific grounds Jetstar Hong Kong, Japan turns up pressure on Aussie LNG exports, Crown's Macau hand pays off Show More