Equity.Guru video: Renaissance Oil (ROE.V) works to turn profit with Mexican shale

Mexico’s state-run oil sector is no longer and as Pemex partners with international oil explorers, the world is finding out just how prolific the country’s shale basin is. Renaissance Oil (ROE.V) is already working mature fields across Mexico but has concentrated its efforts on the storied Amatitlán block northeast of […]

Equity.Guru podcast: Renaissance Oil (ROE.V) partners with Russian giant in Mexico

Renaissance Oil (ROE.V) is developing a diversified shale and mature fields portfolio in Mexico.  The timing is fortuitous. For 80 years, Mexico’s state-owned PEMEX was the only energy operator in Mexico. The country’s oil production fell for 15 years, declining from 3.4 million barrels a day (mb/d) in 2005 to […]

An Oils update – Jericho (JCO.V), Permex (OIL.CN) and Renaissance (ROE.V)

It’s a mugs game, attempting to divine short term price moves in some of our more geopolitically sensitive commodities. Take gold for example… There’s a whole universe of traders following the price action in the metal, tick by tick. I’m not aware of any TA types who accurately called this […]

Deep value in the junior O&G arena – Jericho (JCO.V), Permex (OIL.CN) and Renaissance (ROE.V)

Today’s markets are nearly impossible to predict. Take oil for example: The Middle East is a ticking time bomb, and production out of Venezuela, Iran and Libya is plummeting. One would expect firmer prices, but, instead, we get a violent break to the downside. The other side of the coin […]