Global E&Ps: South Africa in Focus
South Africa has limited historical oil and gas production, with current production of c.25 Kboe/day largely gas-focused for the Mossel Bay GTL...
207 Views
The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
385 Views
Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
315 Views
Brexit: The Clock Is Ticking and Little Has Been Achieved in Energy
Since earlier this year, I cautioned the “Business as Usual” / “no change” solution favored by the consensus as unlikely to happen in Brexit energy...
301 Views
Santos Rejects AUD 4.55 Overtures From Harbour, But It's Unlikely to Be Over Yet
Santos Ltd (STO AU) confirmed it received a confidential cash takeover proposal from Harbour Energy in August 2017, contemplated to be undertaken...
319 Views