Niobrara Shale

Focus List

With the Brent and West Texas Intermediate (WTI) future curves in backwardation, global oil inventories have started to come down, tightening the market and sparking a welcome rally in the price of this commodities. Previous ...

By |November 5, 2017|Feature Article|

Upstream Takeover Targets

Only one takeover of a publicly traded exploration and production company has been announced this year: Range Resources Corp’s (NYSE: RRC) purchase of Memorial Resource Development Corp. Whereas many pure-play operators in the Marcellus Shale ...

By |October 20, 2016|Feature Article|

On the Radar

Shares of many exploration and production companies have rallied too far, too fast. However, investors will profit from exposure to names that can win market share in an environment where crude oil ranges between $40 ...

By |June 10, 2016|Feature Article|

In the Portfolio

Our strategy of buying our favorite upstream stocks at dream prices has paid off with impressive returns. We update our investment theses for these names as well as our buy targets and dream prices. (Click graph ...

By |June 10, 2016|Feature Article|


Live Chat

with Elliott Gue and Roger Conrad

On 11/29/2022

Live Chat with Elliott Gue and Roger Conrad


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