The latest PortfolioDirect investment report contains reviews of Lion Energy, Zeta Petroleum, Orca Energy and Liquefied Natural Gas.  The overall rating...

John Robertson

PortfolioDirect

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 - Indonesia, Romania, South Australia and north America, respectively.  Of the four stocks reviewed, Lion Energy now has the best risk profile.  The Liquefied Natural Gas risk rating has taken account of some slippage in toll contract timing but also a 500% share price rise which has priced the company for a near perfect outcome despite outstanding permitting and execution risks.


4 topics

John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.