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editorials

 
Torchlight Energy - A NewCo Turnaround Story That's Been Derisked
  Jul 22  

Opportune Time for Oil & Gas Exposure
Stephan Bogner  May 21  

Oil Market Update
Clive Maund  May 06  

Innovation and Efficiency Drive U.S. Oil Supply and Demand
Frank Holmes  Apr 01  

Oil Market Update
Clive Maund  Mar 29  

»» more editorials in the archives

market data


Ux U3O8 Price (Uranium)July 20th, 2015
$36.25 Unch www.uxc.com

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expert analysis & newsletter briefs

Input Capital Corp.

"Input Capital Corp. has an excellent streaming model for its canola business. . .the company provides a farmer with an upfront cash payment in return for a share of the farmer's crop production. . .the farm then delivers Input's share of the crop and is paid a discounted contract price per tonne. If the crop yield has improved, Input can buy additional tonnes at the same contracted price, so both the farmer and the company benefit from an improved crop. Input then sells the crops at the market rate and can invest the proceeds into new streaming contracts. . .the company deployed $49.1M in capital during the 2015 financial year and now has 78 cash-producing streams in place, with 10 more being added in Q1 of the 2016 financial year. The company generated $11M in streaming revenue during 2015, which is a 258% increase over 2014. That's a beautiful business model. In terms of the profit margin, Input Capital's total costs per tonne of canola are around $310. It sells the stuff for around $500/tonne. Not bad for a hard day's work, is it? Input gets canola price upside, production upside, compounding cash returns and diversification without the need for heavy management. . .less than a month ago, the company was trading at around $3/share, now it's at about $2.50/share. These are the buying opportunities that investors should be taking advantage of." (7/21/15) - The Energy Report Interview with Tom Wallace

DuSolo Fertilizers Inc.

"DuSolo Fertilizers Inc. is a beautiful logistics play. It has a high-margin phosphate mine, the Bomfim project, that's within one of Brazil's most productive agricultural regions. It is the only direct-application natural fertilizer (DANF) producer within 500 kilometers. It already has sales contracts in place for 81,100 tons of DANF, and that's worth $8.5M. It just submitted an application to increase its mining capacity from 100 Ktpa tons per year to 200 Ktpa. The beauty of being located so close to the farmers within Brazil's agricultural region is that the company doesn't incur the transportation costs that rival fertilizer companies do in terms of importing. DuSolo's edge is its location and lack of local competitors. . .the company is putting out an updated resource estimate later this year. I don't think the market realizes what DuSolo is sitting on at Bomfim. It has identified significant resources past the initial resource estimate area. If the company comes out with a much larger estimate than what it currently has, that could propel DuSolo much higher. Also, if the company gets approval for an increase in its mining allocation permit so it can mine 200 Ktpa, that, along with additional sales contracts, will definitely get noticed. . .inside and institutional ownership is roughly 15%. Tembo Capital Mining Fund L.P. is a big holder as well. . .I like to see when management has put its own money on the line." (7/21/15) - The Energy Report Interview with Tom Wallace

Input Capital Corp.

"Input Capital Corp. has an excellent streaming model for its canola business. . .the company provides a farmer with an upfront cash payment in return for a share of the farmer's crop production. . .the farm then delivers Input's share of the crop and is paid a discounted contract price per tonne. If the crop yield has improved, Input can buy additional tonnes at the same contracted price, so both the farmer and the company benefit from an improved crop. Input then sells the crops at the market rate and can invest the proceeds into new streaming contracts. . .the company deployed $49.1M in capital during the 2015 financial year and now has 78 cash-producing streams in place, with 10 more being added in Q1 of the 2016 financial year. The company generated $11M in streaming revenue during 2015, which is a 258% increase over 2014. That's a beautiful business model. In terms of the profit margin, Input Capital's total costs per tonne of canola are around $310. It sells the stuff for around $500/tonne. Not bad for a hard day's work, is it? Input gets canola price upside, production upside, compounding cash returns and diversification without the need for heavy management. . .less than a month ago, the company was trading at around $3/share, now it's at about $2.50/share. These are the buying opportunities that investors should be taking advantage of." (7/21/15) - The Energy Report Interview with Tom Wallace

DuSolo Fertilizers Inc.

"DuSolo Fertilizers Inc. is a beautiful logistics play. It has a high-margin phosphate mine, the Bomfim project, that's within one of Brazil's most productive agricultural regions. It is the only direct-application natural fertilizer (DANF) producer within 500 kilometers. It already has sales contracts in place for 81,100 tons of DANF, and that's worth $8.5M. It just submitted an application to increase its mining capacity from 100 Ktpa tons per year to 200 Ktpa. The beauty of being located so close to the farmers within Brazil's agricultural region is that the company doesn't incur the transportation costs that rival fertilizer companies do in terms of importing. DuSolo's edge is its location and lack of local competitors. . .the company is putting out an updated resource estimate later this year. I don't think the market realizes what DuSolo is sitting on at Bomfim. It has identified significant resources past the initial resource estimate area. If the company comes out with a much larger estimate than what it currently has, that could propel DuSolo much higher. Also, if the company gets approval for an increase in its mining allocation permit so it can mine 200 Ktpa, that, along with additional sales contracts, will definitely get noticed. . .inside and institutional ownership is roughly 15%. Tembo Capital Mining Fund L.P. is a big holder as well. . .I like to see when management has put its own money on the line." (7/21/15) - The Energy Report Interview with Tom Wallace

Royal Dutch Shell Plc

"We recently upgraded Royal Dutch Shell Plc to Outperform (price target $22.50) (June 19) following significant underperformance versus peers, including a 22% difference compared with BP Group Plc year to date. We think the current share price underappreciates both BG's core asset quality and Shell's ability to extract additional value from its enlarged portfolio." (7/16/15) - RBC Capital Markets


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July 27th, 2015

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