Energy Prospectus

Utilities and many electricity infra companies have been rallying for quite some time, but of course the analyst upgrades and media attention are only starting to appear. Most of these cos are close to 52 week highs, which makes me reluctant to chase them but since most investors are trend followers...

What was happening today, nat gas futures down 9% but gas producers (AR, CRK, EQT, EOG, RRC etc.) all up substantially.. Shows again that markets anticipate turnarounds, waiting for the gas price to go up first is not a good strategy. Was it just the EQT CEO comments on CNBC? And how long can this d...

Regarding investing in platinum, I'm also bullish since the Plat/Gold ratio has fallen so far behind. I also believe that Russia is selling more than it produces to fund the war, which at some point will mean a supply deficit. Unfortunately there are not many ways to invest in plat. It is basically ...

Unfortunately, there are not many major copper mines in stable Western democracies.. You can choose between Chile, Peru, Equador, Brazil or various African countries. Elsewhere major copper mines tend to belong to big names like Freeport (FCX) or BHP but pure plays are harder to find. For the risk t...

Different online brokers have their pluses and minuses, but at least IBKR lets you buy easily into almost any market in local currencies. You just have to ask for the trading permissions for the particular market(s). For a long time, I focused on the US markets since I didn't want to have too many c...

Thanks a lot, very interesting and useful to have the longer term view. I have followed LPI/VTLE only since 2020 but it is one of my bigger positions, along with PR and SBOW. So it probably will take still more time before the market recognises its value, let's be patient..