Currently a lot of private investors seem to be looking around the oil and gas sector for the most bombed out stocks that they can find, in the belief that these will offer the most upside on commodity prices eventually recovering. The big problem with that though is that if commodity prices do stay fairly low for a prolonged period of time, as seems likely given expected demand levels even when things do start to recover plus the huge amount of oil sat in storage currently, then some of these companies may never actually recover...
Each writer on this site contributes independently of the others – we write about investment cases that grab our attention. Negative investment cases are often easy – a piece of shite is just that. I would suggest it is not often several of us agree on a positive investment case. Looks like Jadestone Energy (JSE) is one. I will try to be brief. I keep telling myself, and Tom, an objective of less words is good, along with calling companies singular and finding negative investment cases that keeps Tom’s pecker up in his lustful ambitions on Cheryl Cole…
It is hard to see why the share price of Jadestone Energy (JSE) has dropped recently as there seems to be little reason for it to have done so, and on that basis it definitely deserves closer attention...
Hello Share Twiddlers. While I still have my biggest investment in giant oilers, I've got a sneaking suspicion that I ought to put more cash into a few tiddlers. This is not an easy thing for me to say, as my past small oil plays have nearly always ended in tears including a few dallies with the Falkland Islands...
As an active oil sector investor, I sift through the myriad of AIM listed oilers drilling into the detail of the management, assets and finances before 9 times out of 10 concluding there is something in one or more categories that puts me off investing. Of course this sees me sometimes dismissing companies that go onto to have share price inflation due to momentum and hype before crashing back to reality – Sound Energy (SOU) comes to mind in this respect.
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