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Yesterday, another junior producer announced that it is entering into a strategic review process. Every time a company mentions the codename “Strategic Alternatives” in a news release, it is simply putting itself up on the block for sale and in the last few weeks, there’s been quiet a few! Continue reading “For Sale” Signs Proliferate in the Oil Patch In its last news release, Open Range Energy reported its strongest Wilrich results yet at its core area of Ansell/Sundance where it brought its 13-26 well on production at a record IP7 rate of 7.8mmcf/d with ~20 bbls/mmcf of associated liquids. In happier times for natural gas (not that long ago), the stock would have Continue reading Open Range Energy: The Upside of Montney Oil at Waskahigan Hyperion Exploration exited 2011 with a bang; the company was able to exceed its exit guidance by spending less capital than anticipated. I believe this strong operational momentum is carried into 2012 with the upcoming operational update and the 2012 capex program due at any day before the end of this month. I never hid Continue reading Hyperion Exploration Carries Strong Operational Momentum into 2012 Palliser Oil & Gas is not your typical heavy oil producer; led by veteran oilman Kevin Gibson, the company is focused on rejuvenating old fields with large oil reserves in place and low recovery factors using a proprietary methodology. Palliser’s HVL (High Volume Lift) methodology sets the company apart from its peers as it has Continue reading Palliser Oil & Gas: Rejuvenating Old Oil Fields Using a Game Changing Methodology NAL Energy NAE.TO 6.56 [-0.01] slashed its dividend by 29% reducing it from an annual $0.84 to $0.60 per share and went into production maintenance mode by reducing its capex to $200M for 2012. Not surprisingly, NAL executed the scenario that I discussed back in December when I demonstrated the unsustainability of their Continue reading NAL Energy to Underperform in 2012? Every single stock with exposure to the Alberta Bakken was on fire in the beginning of 2011 as the play was touted to be similar or very close to North Dakota’s Bakken. Investors were expecting to hit it big with IP rates of 500+ bopd but the dream of gushing oil never materialized. The first Continue reading DeeThree Exploration: Are Investors Missing the Forest for a Tree? Aroway Energy ARW.VN 0.00 [N/A] is a junior producer in the Peace River Arch area that I featured back in mid-October when it was trading in the mid $0.30s where I emphasized several strong points. This is one of a few companies that outperformed this year and it deserves Continue reading Aroway Energy Exceeds 2011 Production Guidance In case you haven’t noticed, NAL Energy NAE.TO 6.56 [-0.01] is on a 2 for 1 sale right now after falling from a high of $14 earlier this year down to the current $7 level. It seems investors are aggressively betting on a dividend cut and the trading pattern kind of reminds you of Daylight Continue reading NAL Energy: A Dividend Cut in 2012? 
The latest release from Eagle Energy trust is the kind income investors get all excited about. Eagle is currently yielding 12% at current prices but unlike the ex-trust dividend paying energy corporations it is 100% weighted to oil, with no debt and is expecting to achieve its 50% payout ratio target for the next 3 Continue reading Eagle Energy Trust: A Dream Come True For Income Investors? It’s been a rough year for Reliable Energy investors, between disappointing results in Montana and lowering their guidance for 2011 REL has been stuck in the lower levels of its trading range. However, the ship is turning and this Bakken light oil junior producer is finally on the right track following Continue reading Reliable Energy Production Hits 1100 bopd Milestone |
   
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February 29th, 2012 
Category: 
My DIY stock portfolio is overweight in Canadian oil producers for a reason. I believe Oil consumption is on the path of growth for the next decade and I intend to take every advantage possible of it:
