Nathan Kirykos

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  • Here Is Why I Don't Put This Offshore Player on My Buy List

    By Nathan Kirykos - June 17, 2013 | Tickers: EPL, EXXI, SGY, WTI

    One of the main energy producers in the U.S. Gulf of Mexico (GOM) is EPL Oil & Gas (NYSE: EPL). EPL's operations are concentrated in the untapped reservoirs of the GOM shelf, focusing on the waters of offshore Louisiana. The stock has almost doubled over the last twelve months, making any prudent investor wonder whether there is any upside left or the stock has run its course. To answer more »

  • This South American Oil Play Flies Under the Radar

    By Nathan Kirykos - June 7, 2013 | Tickers: CNE, GTE, NKO, PRE

    South America has always been an exciting place for exploration and production (E&P) companies. Several big oil discoveries have taken place there, primarily helping Venezuela, Colombia and Brazil to rise on the list of oil-producing nations worldwide.
     
    One of the main players in Colombia is Parex Resources, which is conducting activities on its 1.3 million gross acres in the Llanos Basin of Colombia and 219,000 gross acres more »
  • The Bargain Hunters Should Check Out This Oil and Gas Producer

    By Nathan Kirykos - June 6, 2013 | Tickers: RTK, PVA, SM

    Editor's Note: This article has been amended to better reflect Spyglass Resources' dividend payment.
     
    According to the latest news from the energy patch, Pace Oil & Gas, AvenEx Energy, and Charger Energy merged in March 2013, forming Spyglass Resources (TSX: SGL). Spyglass is an intermediate oil and gas producer with a balanced production mix. Its assets are distributed fairly evenly across various oil producing areas of Alberta, providing diverse development more »
  • Is the Performance of This Company Xtreme or Accidental?

    By Nathan Kirykos - May 23, 2013 | Tickers: CDLRF, ESI, PD, TDG, XDC

    Looking for turn around stories in North America, an investor can't afford to overlook Xtreme Drilling and Coil Services (TSX: XDC). The stock has yielded more than 150% since last summer when investors deserted the company for better investment prospects. This eye-catching performance might make an investor wonder whether the stock has run its course. Has the rally legs? Let's dig into this company to find it out more »
  • Why Trilogy Energy's Grossly Overvalued

    By Nathan Kirykos - May 15, 2013 | Tickers: ECA, XOM, PGF, TET, WCP

    Warren Buffett has said: "What the wise man does in the beginning, the fool does in the end." This motto came to my mind when I stumbled upon Trilogy Energy (TSX: TET) last week. Has the company run its course? Is it close to a turning point? Let's break down its pros and cons in the following three parts. 

    1. Fundamentals

    Trilogy holds 400,591 net acres undeveloped land more »

  • 3 Choices to Follow, 3 Neighbors to Check Out

    By Nathan Kirykos - May 14, 2013 | Tickers: CPG, DTX, LEG, RDS-A

    What is going on with DeeThree Exploration (TSX: DTX)? How much higher can the stock go? Will gravity ever take hold? The stock has exhibited phenomenal performance, yielding around 200% since last summer and ignoring any correction of the indexes. What are the key drivers behind this move? Has DeeThree discovered a Ghawar-like oil field in its core areas? 

    Exploring DeeThree exploration 
     
    DeeThree Exploration's production was 3,805 boepd more »
  • Shall I Bet The Farm On This Offshore Energy Play?

    By Nathan Kirykos - May 6, 2013 | Tickers: APA, EXXI, SGY, WTI

    One of the largest oil producers in the Gulf of Mexico (GOM) is Energy XXI (NASDAQ: EXXI), which operates, or has an interest in, some of the largest oil fields there. However, the company's stock has dropped substantially lately. After this ugly performance, is now the time to get greedy? To answer this, let's check out the company's strengths, weaknesses, opportunities and threats. 

    Strengths 

    Energy XXI has more »

  • This Chinook Is Different and Flies at a Very Low Altitude

    By Nathan Kirykos - April 29, 2013 | Tickers: BNE, CKE, XOM, IMO, WIX

    The legendary Chinook helicopter made by Boeing is powered by two turboshaft engines, and lift is produced by a rotor system consisting of two fully articulated counter-rotating rotors, the forward and the aft. Chinook Energy (TSX: CKE) is a Canadian company that doesn't carry the Chinook label accidentally. This oil and gas producer entered 2013 with two "engines" that power it on a forward basis. One is in Canada more »
  • This Energy Play Is Priced Like the Rarest Diamond of the Permian Basin

    By Nathan Kirykos - April 23, 2013 | Tickers: FANG, SD, WLL

    This junior oil and gas producer is likely unknown to most investors. Why? Because Diamondback Energy (NASDAQ: FANG) held its initial public offering in October 2012. The fact is that the stock has had positive momentum lately--but does this rosy stock performance match the company's fundamentals? 

    Separate the hype from reality 
     
    To make good calls, an investor must set the hype aside and focus on the fundamentals. Diamondback owns more »
  • Income and Value Seekers Can't Miss This Opportunity

    By Nathan Kirykos - April 23, 2013 | Tickers: EC, PRE, PMG, TLM

    As Warren Buffett has said, "The markets have a tendency to overshoot at both ends." This is the case for Petrominerales (TSX: PMG), which has a stock price that has tumbled lately, falling 40% since early 2013. Dry holes are part of the game for any explorer, and Petrominerales has hit enough of them in the last months. The company has been unable to establish a meaningful production improvement, and more »

  • Buy, Sell, or Hold for This Offshore Energy Company?

    By Nathan Kirykos - April 22, 2013 | Tickers: CIE, E, STO, TOT, EGY

    Hunting for overlooked energy companies, I stumbled upon VAALCO Energy (NYSE: EGY) that holds producing properties in Gabon and significant exploration acreage in Gabon, Equatorial Guinea, and Angola. It seems that the good times have bypassed the company's stock, which has underperformed over the last months. However, don't be blinded by this underperformance, because the fundamentals tell us a different story. 

    When numbers speak volumes 
     
    VAALCO has Enterprise more »
  • Going Long on Longview Oil Has Many Advantages

    By Nathan Kirykos - April 18, 2013 | Tickers: BTE, LINE, LNV, TBE

    It is always exciting for me to unearth companies with strong fundamentals at cheap valuations. The market often turns a blind eye to them, while it has eyes only for the high fliers or some widely-hyped companies.

    However, the upside for these overlooked stocks can be limitless, while their downside is often limited. I think I can help you discover these overlooked stocks, and Longview Oil (TSX: LNV) is definitely more »

  • Petrominerales Is A Must Both For The Income And The Value Seekers

    By Nathan Kirykos - April 18, 2013 | Tickers: EC, PRE, PMG, TLM

    Warren Buffett has said: "The markets have a tendency to overshoot at both ends". This is the case for Petrominerales (TSX: PMG) whose stock price has tumbled lately. The dry holes are part of the game for any explorer, and Petrominerales has hit enough of them during the last months. Eventually, the company has been unable to establish a meaningful production improvement, and the stock has been murdered.

    Looking beyond more »

  • Buy, Sell Or Hold For This Offshore Energy Company?

    By Nathan Kirykos - April 17, 2013 | Tickers: CIE, E, STO, TOT, EGY

    Hunting for overlooked energy companies, I stumbled on Vaalco Energy (NYSE: EGY) that holds producing properties in Gabon and significant exploration acreage in Gabon, Equatorial Guinea and Angola. It seems that the good times have bypassed the company's stock which has underperformed during the last months. However, don't be blinded by this underperformance because the fundamentals tell us a different story. 

    When numbers speak volumes 
     
    Vaalco has Enterprise more »
  • Diamondback Energy Is Priced Like The Rarest Diamond Of The Permian Basin

    By Nathan Kirykos - April 15, 2013 | Tickers: FANG, MMP, MHR, SXL, WLL

    Diamondback Energy (NASDAQ: FANG) is a junior oil and gas producer which is most likely unknown for most investors. Why? Because it held its IPO in October 2012. The truth is that the stock has a positive momentum lately. Does this rosy stock performance match the company's fundamentals? 

    Separate The Hype From Reality 
     
    To make good calls, an investor must set the hype aside and focus on the fundamentals more »
  • Going Long On Longview Oil Has Many Advantages

    By Nathan Kirykos - April 15, 2013 | Tickers: BTE, LINE, LNV, TBE

    It is always exciting for me to unearth companies with strong fundamentals at cheap valuations. The market often turns a blind eye to them, while it has eyes only for the high fliers or some widely-hyped companies. However, the upside for these overlooked stocks can be limitless while their downside is often limited. Here in Motley Fool, we can help you discover these overlooked stocks, and Longview Oil (TSX: LNVmore »)

  • Is This Energy Stock Inflated With Value or Thin Air?

    By Nathan Kirykos - April 4, 2013 | Tickers: ERF, NBL, OAS, SYRG

    While looking for the next hot Basin in the U.S., nobody can afford to overlook the Denver-Julesburg (DJ) Basin that hosts the emerging Niobrara shale. Although the large caps attract most of the attention, in any play there are unheralded companies that are worth researching as they may be overvalued, undervalued, or potential buyout targets.
     
    With that in mind, let's check out Synergy Resources (NYSEMKT: SYRG), whose operations more »
  • Is Synergy Resources Inflated With Value or Thin Air?

    By Nathan Kirykos - April 1, 2013 | Tickers: ERF, NBL, OAS, SYRG

    Looking for the next hot Basin in the US, nobody can afford to overlook the Denver-Julesburg (DJ) Basin that hosts the emerging Niobrara shale. Although the large caps attract most of the attention, in any play there are unheralded companies that worth a research, as they may be overvalued, undervalued or potential buyout targets.
     
    With that in mind, let's check out Synergy Resources (NYSEMKT: SYRG) whose operations are in more »
  • The Australian Basins: Manna for Oilfield Services

    By Nathan Kirykos - March 26, 2013 | Tickers: NBR

    The energy-services sector provides investors with exposure to the oil-and-gas industry minus the inherent risks associated with exploration and development drilling. Secondly, demand for more drilling is robust. All the energy players must replenish reserves, and they must continue meeting their goals thereby setting a baseline of drilling activity going forward. 

    On top of that, the advent of horizontal drilling and hydraulic fracturing (fracking) brought a shale revolution. Worldwide oil more »
  • Newfield Exploration: How Much Can it Get for its International Assets?

    By Nathan Kirykos - March 24, 2013 | Tickers: EPL, NFX, PXP, SD

    According to recent news, Newfield Exploration (NYSE: NFX) is weighing a sale of its international offshore assets in Malaysia and China. The company is now seeking certainty and growth from its onshore projects in North America, in such formations as the Uinta, Cana Woodford, Williston, and Eagle Ford. In September 2012, Newfield also divested its assets in the Gulf of Mexico (GOM) for $228 million. 

    However, Newfield does not re-invent more »
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