April 25th, 2014

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Oil Market Update
Clive Maund  Apr 23  

Now Drilling for Oil in Texas
Bob Moriarty  Apr 22  

Striking Gold in the Bakken
Bob Moriarty  Apr 13  

A Prelude to Another Energy Economics: My Bet is on Japan to Remain in the Winners' Club
Ferdinand E. Banks  Mar 22  

Still Another Know-It-All Handout on the Economics of Nuclear Energy
Ferdinand E. Banks  Mar 18  

»» more editorials in the archives

market data

Ux U3O8 Price (Uranium)April 21st, 2014
$32.50 -$0.50

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expert analysis & newsletter briefs

Energy XXI

"Last month, Energy XXI announced that it will acquire Energy Partners. This is part of a plan to create the largest pure-play Gulf of Mexico shelf producer. In my view, this will allow Energy XXI to boost its low-risk inventory, effectively resetting the clock on its development plans. It is similar to what happened after the firm's acquisition of properties from Exxon Mobil Corp. in 2010: the increased inventory allowed it to have a deeper backlog and to be more selective with its development plans. This deal with Energy Partners allows Energy XXI to do the same thing. In the short term, it will find low-hanging fruit to monetize, generating more production growth and cash flows over the next 12–24 months." (4/24/14) - The Energy Report Interview with Andrew Coleman

Arianne Phosphate Inc.

"There's an advanced phosphate developer in Quebec that I like called Arianne Phosphate Inc. It currently has an NI 43-101 feasibility study completed. Arianne has a very high-grade phosphate deposit at Lac ŕ Paul in Quebec. The feasibility study shows a 25-year mine life with annual production of 3 million tonnes of phosphate concentrate with a grade of 38.6% P2O5. There are many zones still to explore that will expand the resource. The feasibility study shows that after beneficiation, the resource will provide among the highest P2O5 grades in the world. I think the company is an attractive takeover target given its location in Quebec, the vertical integration of the phosphate market and the very strong economics of the project.

[Permitting] should be a very important catalyst. The stock went up to CA$1.69, and it's backed off to CA$1.15. I think it's way too cheap right now. I think it's a stock that you want to own now. It's a big resource of 590 Mt of 7.13% Measured and Indicated ore. I don't think it will have any major problems on the permitting side. The one area it's going to have to deal with is the capitalization of the project. It may require a capex of $1.21 billion. On the other hand, it certainly has a really strong following, with a very low estimated production cost of $93.70 per tonne. The average selling price will likely be around $200 per tonne. This is a wonderful margin. Furthermore, it's a commodity that is relatively scarce in North America." (4/17/14) - The Energy Report Interview with Michael Berry

Fission Uranium Corp.

"We've had some wonderful discoveries in the Athabasca led by Fission Uranium Corp." (4/17/14) - The Energy Report Interview with Michael Berry

Uranerz Energy Corp.

"One company with the in situ leach advantage is Uranerz Energy Corp. It recently announced that the NRC has allowed Uranerz to commence production at Nichols Ranch in Wyoming. Production means cash flows and liquidity." (4/17/14) - The Energy Report Interview with Michael Berry

Manitok Energy Inc.

"Manitok Energy Inc. announced its year-end reserves, showing strong growth in proved developing producing reserves and oil weighting and 60% net asset value/share improvement, which we believe highlights the current discount valuation. . .we reiterate our Buy recommendation and $4 target." (4/16/14) - Chad Ellison, Dundee Capital Markets

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The Energy Report ()
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from the publisher
  Robert J. Moriarty

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April 25th, 2014

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