Malcy Talks Oil & Gas XV

EcoAtlantic-home-page-image-1

Malcy’s Oil & Gas Review

We caught up again with Malcolm Graham-Wood who recently returned from his trip to Kurdistan having visited both Genel & Gulfkeystone along with other analysts, the story appears to be pretty straight forward as Malcy attributes the comment ” It’s like buying an annuity “ as both companies are currently throwing off free cash. In addition, we hear more about Hurricane energy which has recently seen analysts reporting a valuation of 347p. Whilst there’s always risk, all tolled Graham-Wood argues there’s a very legitimate argument at that number.

Malcy

 

Malcolm Graham-Wood has over 30 years experience in the Oil & Gas sector working in a variety of capacities, these days Malcy floats around the markets as the oracle of oil stocks, jet-setting to foreign lands reporting on prospective investment opportunities.

 

During the interview, we hear about a basket of oil companies including Reabold who have taken the opportunity to load its war-chest with a £24m placing giving RBD the option to take up a bigger stake at West Newton or indeed capitalise on other promising opportunities. Off-topic Doc highlights the lesson of backing the wrong horse as Highland natural resources (now Zoetic) looks to sell its O&G assets in the USA before moving into the CBD space under new management ” Doc proclaims Scratching deeply into the assets of a company is imperative “

Whilst the latest interview delivers buckets of invaluable data and information, both Doc & Malcy discuss some of the artful actions of other companies including Bahamas Petroleum whom after a decade (and a number of spurious announcements) it would appear the company is likely to limp through to its next drill under a cloud as the companies integrity is brought into question yet again given its recent announcements.

Finally, Malcy shares some opinion on both Tom Kelly and James Menzies of  Empyrean & Coro Energy who are currently drilling its Duyung asset West Natuna Basin offshore Indonesia.

Companies Covered: #JOG #UJO #RBD #GENL #GKP #CORO #HNR #ZOE #CORO #HUR #EME #SOLO #NUOG #ECO

You can find Malcy here: Malcy’s Blog

Malcolm Graham-Wood talks Oil & Gas here with Doc 

Andrew Benitz CEO at Jersey Oil & Gas chats to Malcy here

The author may hold shares in one or more company mentioned but was not remunerated

You can learn more about Pello Capital and Join the story here!



Categories: News