oil and gas

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

Mark Gordon

Having signed an agreement to farm into ~39,000 net acres in the highly prospective liquids-rich Montney acreage at ~C$650/acre, Calima Energy now has significant short-term upside potential with recent transactions over the Montney Formation of the Western Canadian Sedimentary Basin valuing land at from C$2,000 to C$5,500/acre. Show More

John Robertson

PortfolioDirect has been publishing resource sector equity portfolio models since mid-2013 stratified to reflect the three development stages within the industry (from exploration to mature production). The segmented approach was designed to assist financial advisers to better match risk with investor profiles. PortfolioDirect also offers a macro overlay model based... Show More

John Robertson

Executives at oil and gas juniors may be indulging their personal aspirations at the expense of shareholder outcomes. The PortfolioDirect rating reviews of oil and gas sector stocks have been highlighting a common feature. Executives, often with large company backgrounds, are highly adept at identifying and defining interesting geologies. In... Show More

John Robertson

Without the benefit of macro forces to attract investors, resource sector equity prices are showing a strong tendency to revert to historical levels or follow well-defined trading patterns. Long gestation offshore oil and gas project developers are especially vulnerable. Carnarvon Petroleum is showing how even relatively successful companies succumb in... Show More