Energy Prospectus

Good 1 hr 20 min discussion on Uranium - well worth a listen.

https://www.youtube.com/watch?v=3IalMNKRly0&utm_source=substack&utm_medium=email

Keep it up Frazer. There are times (maybe plenty) that I don't agree with you.... but I wholeheartedly agree with your comment above that no one needs an echo chamber. I also in agreement with you on the debate on operating cash flow vs actual free cash flow. I truly value Dan's work and all the mod...

Dan - thanks for the update. I have had a small holding of SILV since the original webinar you had on EPG. Its a good story - only clouded a bit a couple of months back by a mine update which lowered the reserve forecast. I am basically flat on my investment, but remain bullish on this one due to th...

Their updates are always good to listen to - I patched in live yesterday. Pretty bearsish on NG through late 2024 - I thought their analysis on el nino and historical trends was interesting.. obviously weather remains a bit of a crap shoot... but it does seem like the probability based on what they ...

Good detailed article on Baytex on Seeking Alpha. Good balanced (and generally bullish) read.

https://seekingalpha.com/article/4639256-baytex-energy-offers-big-upside-and-a-growing-dividend-but-beware-of-the-risks#scroll_comments

Buy the dip again today

mitchl - thanks for posting the graph. I started a small position in SLSSF 9-10 months back after Dan's first webinar with them. Like the story... but have been waiting for a better time to add. I thought that might be early summer as inventories were falling... but since then as your graph shows th...

Actually, I think its a hail mary to try to save his political ass. He will be out of power in 13 months time (currently 30% behind the Labour Party opposition in the polls - Labour are even more fervent Greens than Sunak). I think he concluded most Brits, despite being pro climate change, are more ...

Quick comments from Eric Nuttall of NinePoint (NinePoint said to be the largest shareholder);
https://www.bnnbloomberg.ca/video/eric-nuttall-discusses-baytex-energy~2395518

Timeless... and maybe more relevant today than when done originally 50 odd years ago.