KKR Backed Hedge fund: High Yield Energy Issuers Face A “Wall” Of Debt Maturities In 2023

The KKR-backed energy-focused hedge fund, BlackGold Capital Management's flagship strategy, the BlackGold Opportunity Fund lost -2.2% in the month of November, according to the hedge fund's monthly update, a copy of which has been reviewed by ValueWalk. For more up-to-date hedge fund content, and exclusive access to value-focused hedge fund managers,...

Aramco: Energy Intervention

Saudi oil company Aramco may be getting all the headlines but, for the third consecutive week, oil prices measured by the West Texas Intermediate (WTI) benchmark price managed to advance. Part of the reason is the general rise in risk assets as hopes for a trade deal rise and...

Is Bill Gates Right On Energy Investing?

Not long ago, Bill Gates offered some investment advice. That, in itself, constitutes news, but the content and the reactions make up a more interesting story. Q3 2019 hedge fund letters, conferences and more Gates told the Financial Times, in essence, that investors who want to do something about climate change...

Ranked: The World’s Largest Energy Sources

Every day, humans consume roughly 63,300,000 megawatt-hours (MWh) of electricity to power our homes, workplaces, and vehicles─about the same produced by over 5,700 Hoover Dams. While present-day electricity generation is slanted heavily in favor of coal and gas on a global basis, renewable sources have started to gain ground. Today’s graphic...

Visualizing U.S. Energy Use In One Giant Chart

If you feel like you’ve seen this diagram before, you probably have. Q1 hedge fund letters, conference, scoops etc Every year, it’s assembled by the Lawrence Livermore National Laboratory, a research center founded by UC Berkeley and funded primarily by the U.S. Department of Energy. The ambitious aim is to chart all...

Epsilon Energy Is A Grossly Undervalued Gem Off The Beaten Path

Are you looking for a profitable and debt-free company with attractive key metrics, high insider ownership and strong catalysts? Do you also want it to be off the beaten path? If this is the case, don’t look any further. Welcome Epsilon Energy (EPSN).  Q1 hedge fund letters, conference, scoops etc I’m...

Copper’s Role In The Transition To Clean Energy

A future powered by renewables is not in the distant horizon, but rather in its early hours. Q1 hedge fund letters, conference, scoops etc This new dawn comes from a global awareness of the environmental impacts of the current energy mix, which relies heavily on fossil fuels and their associated greenhouse...

TransGlobe Energy: Dividend, Growth And Undervaluation Bundled Up

Dividend investors look for sustainable and decent dividends with upside potential. Value investors chase undervalued stocks on an absolute and relative basis with catalysts that could unlock significant shareholder value while also closing the valuation disconnect. Q1 hedge fund letters, conference, scoops etc TransGlobe Energy (TGA), at the current price of $1.90...

Open Square Capital 1Q19 Letter – Up 44% YTD On Energy Bets

Open Square Capital letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Dear Limited Partners, We’re running through a charred landscape now. It’s what’s left after things burned to the ground three months ago, when financial markets dislocated from reality and...

Are Stocks In The Non-Energy Minerals Sector Investable? Part 13

Introduction The Non-Energy Minerals Sector is mostly comprised of very cyclical and typically commodity-based companies.  Consequently, very few companies in this sector offer the consistency and predictability that prudent and/or conservative investors might require.  As a result, I personally tend to eschew investing in companies in this sector.  In addition...

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