The following article was very kindly sent to us from one of our readers in Namibia, so its thanks to Grant for giving us his views on Extract Resources. His article is posted below in its entirety and has not been edited in any way.

Extract Resources is trading at a discount and has major upside potential.

As the world looks to Uranium as the next phase in the move towards a cleaner energy source, investors need to be seeking out the best mining shares internationally (read more…)

Source: Brian Sylvester of The Energy Report  09/02/2010
http://www.theenergyreport.com/pub/na/7267

Fiduciary Asset Management Senior Portfolio Manager Quinn Kiley is a big believer in the MLP space and sees opportunities in closed-end funds and among individual MLPs. In this exclusive and candid interview with The Energy Report, Quinn discusses the state of the MLP asset class and suggests some names with catalysts for growth.

The Energy Report: Today we’re talking with Quinn Kiley, senior portfolio manager of Fiduciary Asset Management’s Master Limited Partnerships (MLPs) products. Tell us about FAMCO and what you do there (read more…)

By Marin Katusa, Chief Energy Strategist, Casey’s Energy Opportunities

The International Energy Association (IEA) has spoken. What the world needs now is a clean energy technology revolution.

June saw the 2010 launch of IEA’s biannual report, Energy Technology Perspectives. Speaking at the launch was Nobuo Tanaka, executive director for IEA. The Gulf oil spill, he said, could prove to be a tipping point in the world’s energy consumption habits. He added that the disaster serves as a tragic reminder that our current path is not sustainable.

As far as the IEA is concerned, this is probably a very important moment to start looking at alternative energy sources. If we, as a collective group of consumers, continue on the business-as-usual path, the scenario for 2050 is looking grim (read more…)

Before we dive into todays post we thought that you might like to know that on Friday, 27th August 2010, we closed another successful trade banking a profit of 79.46% on Call Options on Silver Wheaton. We cannot see such opportunities in the uranium sector just yet but no doubt they will present themselves in time. All the best, Bob.

Source: Brian Sylvester of The Energy Report 8/31/10
http://www.theenergyreport.com/cs/user/print/na/7241

Wellington West Analyst Sean Peasgood covers the geothermal, plasma gasification and “Smart Grid” subsectors of the alternative energy (AE) market. He believes there’s room to make some dough in each of them but believes investors may need to be patient as these growing markets gain traction. “As these (geothermal) projects come online and are proven out, the reward to investors is going to be large,” Sean says. He even reveals some names to help you earn your reward in this exclusive interview with The Energy Report.

The Energy Report: Sean, can you tell us a little about yourself and your coverage area at Wellington West?

Sean Peasgood: I’ve been covering the technology and clean-technology sectors with Wellington West now for about 10 months. Before this, I was with a bank-owned dealer for about four years covering the technology sectors as an associate analyst. I now cover the alternative energy space, focusing on geothermal, plasma gasification and the Smart Grid markets (read more…)

Source: Brian Sylvester of The Energy Report  8/26/10
http://www.theenergyreport.com/cs/user/print/na/7209

“Ubika” is an ancient Sanskrit word meaning growth. Ubika Research Cofounder and Managing Director Vikas Ranjan knows investors covet growth, so Ubika covers companies in sectors with tremendous growth potential. In this exclusive interview with The Energy Report, Vikas offers some strategies on how to play the cleantech sector and discusses in detail several clean-technology companies ready to flourish.

The Energy Report: Today, The Energy Report talks cleantech with Vikas Ranjan of Toronto-based Ubika Research. What does it mean to be a cleantech company?

Vikas Ranjan: Cleantech is the development of the whole range of technology that will enable humankind to basically conduct life in ways that are more eco-friendly and sustainable. It’s a fairly broad term. For example, alternative-energy generation companies (i.e., wind, solar and geothermal companies) all fall into the cleantech category.

TER: Are you noticing any trends in that market segment (read more…)

As charts go, they don’t come much more volatile then this one of Khan Resources. The legal battle with the Russians is set to continue with many twists and turns yet to come.

Russia is moving forward with plans to expand the role of nuclear energy. But is it resorting to strong-arm tactics to secure uranium properties in neighbouring countries (read more…)

Source: Brian Sylvester of The Energy Report 8/24/10
http://www.theenergyreport.com/pub/na/7174

If there were an alternative energy sector exam, Cormark Securities Analyst MacMurray Whale would ace that test. He knows the micro and macro forces at play in a truly global sector and how those forces are affecting companies seeking growth in largely uncharted waters. It’s altogether uncommon knowledge but in this exclusive with The Energy Report, Whale provides a heady glimpse at some prospective alternative energy plays with tangible catalysts for growth. MacMurray likes some big-cap energy developers paying dividends and some much smaller solar plays with big upside. It’s an alternative energy cheat sheet you don’t need to feel guilty about.

The Energy Report: MacMurray, if the alternative energy cycle were a year, what month would we be in?

MacMurray Whale: In general, I would say about March. But I think that all of the different subsectors have different timelines (read more…)

By Marin Katusa, Casey’s Energy Report

Mining is a risky business and accidents happen. But when your mine is the world’s largest uranium deposit, fourth largest copper deposit, and fifth largest gold deposit, an accident can cost a little bit more than the average. Something BHP Billiton found out after the shaft accident at its flagship Olympic Dam mine located 560 kilometers north of Adelaide, South Australia.

In October of last year, a breakdown of one of two haulage systems saw a loaded iron skip plummeting to the bottom of the 800-meter-deep main shaft. It caused enough damage to the inside of the shaft, and to the gears and the wheels that bring the ore to the surface, that it took nine months to repair (read more…)

Source: Brian Sylvester of The Energy Report 8/19/10
http://www.theenergyreport.com/pub/na/7134

Atticus Lowe, chief investment officer with West Coast Asset Management, is the kind of guy you would want making your investment decisions. He is coauthor of The Entrepreneurial Investor: The Art, Science and Business of Value Investing. In this exclusive interview with The Energy Report, Atticus discusses his value investing strategy. He also talks about the long-term potential of natural gas, questions shale gas production projections and offers a few names with oil exposure that he believes are not getting enough love from the markets (read more…)

Source: Brian Sylvester of The Energy Report 8/17/10

Credit Suisse Analyst Yves Siegel believes master limited partnerships (MLPs) are strong investment vehicles, particularly in uncertain economic circumstances. “I don’t think there are many other places where investors can put their dollars and get a nice return with very moderate risk,” he explains. In this exclusive interview with The Energy Report, Yves talks about the “Big Kahuna” and a handful of other well-managed MLP names with impressive yields and sector-leading growth prospects.

The Energy Report: Yves, as of July 20, 2010, the Alerian MLP Index was up 13.7% for the year, whereas the S&P 500 was down 4.5%. What factors are allowing MLPs to vastly outperform the market right now?

Yves Siegel: I think it’s pretty simple. Firstly, MLPs are viewed as good defensive investments in times of uncertainty. Secondly, MLPs provide investors with an attractive, partially tax-deferred yield. Right now, the average MLP yield is around 6.5%. Thirdly, with distributions there’s the potential income growth that could average 3% –6%. The yield plus distribution growth still provides a pretty good investment value proposition. I don’t think there are many other places where investors can put their dollars and get a nice return with very moderate risk.

TER: Is this an unprecedented time in terms of money pouring into MLPs (read more…)