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April 18th, 2014

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editorials

 
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  

Oil Triple Threat
Bob Moriarty  Mar 07  

Four Countries that Could Send Oil Prices Up
OilPrice  Feb 22  

»» more editorials in the archives

market data


Ux U3O8 Price (Uranium)April 14th, 2014
$33.00 -$0.75 www.uxc.com

»View Commitment of Traders.

expert analysis & newsletter briefs

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 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

Uranerz Energy Corp.

"With receipt of final clearance from the U.S. Nuclear Regulatory Commission, Uranerz Energy Corp. has commenced uranium production activities at its Nichols Ranch in situ recovery project in Wyoming, marking a major milestone for the company. . .Uranerz emerging from this process sheds significant regulatory risk and is unquestionably positive. . .we continue to expect first sales and revenues in mid-2014." (4/16/14) - Colin Healey, Haywood Securities


featured companies

Avanti Energy (TSX-V : AVN.V)
Enhancing Oil Production in Brazil and Colombia
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Marauder (TSXV:MES)
Shale Oil Play On East Coast of New Zealand
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Pan Orient Energy (TSX-V:CAN)
Canadian junior oil and natural gas company based in Calgary, Alberta.
[news ][website ]

Quantum Energy (QEGY.PK:OTC)
Development stage publicly traded diversified holding company with an emphasis in oil field development trading
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Rift Basin Resources (TSX-V: RIF.H)
Mature Oil and Gas Field Revitalization in Southeast Asia
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Super Nova Minerals Corp. (SNP:CNSX, OTC:SNOVF)
Oil & gas exploration company focused on developing the Millford Bakken property
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The Energy Report ()
Investment ideas for saavy investors
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Torchlight Energy (NASDAQ: TRCH)
Oil Drilling and Working Interest in Oil Projects
[news ][website ]

Umbral Energy Corp. (TSX-V: UMB)
Resource Plays and Conventional Oil Production Assets in Quebec and Alberta, Canada
[news ][website ]


from the publisher
  Robert J. Moriarty

Welcome to 321energy.



The Energy Report

Phil Flynn
http://www.pricegroup.com/
pflynn&pricegroup.com


The Phil Flynn Energy Report Wednesday April 16, 2014

China Blues!

China's GDP hit the lowest level in almost the third of 2012 yet was actually in line with market expectations give or take. The slowdown in China has taken its toll on precious metals yet oil is still strong on geo-political risk. Fear that Ukraine could erupt into civil war is overshadowing a big surge in US oil supply and data from the American Petroleum Institute. The shale oil boom is flooding the country with very high quality pure oil that has to be mixed with lower quality oils so the refiners can refine it. In fact the shale oil is so pure that according to some source does not have to be cracked and just tweaked a bit to be a usable fuel. The energy world is changing quickly but not fast enough to cool off prices just yet.

China's Gross Domestic Product grew 7.4% in the first quarter year-on-year, down from 7.7% in the previous quarter confirming fears that China's economy is on a downward slope. Trying to avoid a hard landing may be more difficult especially when their recent boom depending on a lot of hot money that has cooled as the US works towards normalizing monetary policy.

The situation in the Ukraine continues to support oil. Russian incursions into Ukraine raising fears of escalation even after Ukraine regained control of a rebel held airport. Ukraine says there were no casualties yet the possibility of a Russian invasion or a civil war is still possible.

That overshadowed a massive increase in crude supply at least according to the American Petroleum Institute. The API reported a whopping 7.6 million barrel build as imports increased by 186,000 barrels per day. Cushing stocks fell by 640,000 barrels as oil moved through the Keystone XL down to the Gulf. Refining runs kicked up 0.2 to 88.1 percent. Gas stocks fell by 449,000 and distillates by 1.1 million barrels.

The race is on to refill natural gas storage. This week we should see a 33 bcf injection. Yet with more winter cold injection the season is getting off to a slow start. We better see producers really kick it into high gear if we are going to keep this market from spiking.

Gold is trying to stabilize after the World Gold Council said that China's record demand for Gold last year will stay steady. The market was looking for China to hoard more as their economy looks increasingly shaky.

Grains are rocking again as demand for soybeans and a frost in the Plains is increasing wheat prices not to mention a risk premium coming out of Ukraine. The Soy Crush crushed the bears as soybeans hit an 8 month high as the US crushed 153.84 million bushel of beans in March much higher than the 144.6 million bushels anticipated. Frost in the Plains is reducing the spring wheat crop by estimates of 10 to 12 %. Corn farmers can't get in the fields that are covered with snow.

You can now follow me on Twitter at energyphilflynn and you can also like me on Facebook. If you have any questions or if you want to get my wildly popular trade levels call me at (888-264-5665) or Email pflynn@pricegroup.com. If you want to start trading apply by hitting this linkhttps://newaccount.admis.com/?office=269.

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Past performance is not indicative of future results. The information and data in this report were obtained from sources considered reliable. Their accuracy or completeness is not guaranteed and the giving of the same is not to be deemed as an offer or solicitation on our part with respect to the sale or purchase of any securities or commodities. PFGBEST, its officers and directors may in the normal course of business have positions, which may or may not agree with the opinions expressed in this report. Any decision to purchase or sell as a result of the opinions expressed in this report will be the full responsibility of the person authorizing such transaction.

Phil is one of the world's leading energy market analysts, providing individual investors, professional traders and institutions with up-to-the-minute investment and risk management insight into global petroleum, gasoline and energy markets. Phil's market commentary, fundamental and technical analysis, and long-term forecasts are sought by industry executives, investors and media worldwide.

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April 18th, 2014

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