top of page
Archive_edited.jpg
ShadowHornet LLC logo.jpg

Strategic Advisors

Queue ‘The Police’ music: I’ll be watching you, GBE companies of interest this year

Queue ‘The Police’ music: I’ll be watching you, GBE companies of interest this year

These firms have distinguished themselves as noteworthy in the energy sector. Where are you going to invest?

Starting 2012 off, I’m taking an interest in these Chemical Manufacturing and Oil and Gas Well Services and Equipment Companies. I have either:

  • Performed detailed financial analysis on the company

  • Intend on performing detailed financial analysis on the company

  • Want to track the performance of the company against a pre-determined scenario or investment thesis (long or short)


Here are GroundBreaking Energy’s Companies of Interest for 1H 2012:

Company (Ticker)

Company Name

Change

2011 End Price

FF

FutureFuel Corp.

Chemical Manufacturing

12.45

TNH

Terra Nitrogen Company, L.P.

Chemical Manufacturing

167.92

AJGH

American Jianye Greentech Holdings Inc

Chemical Manufacturing

0.20

GEVO

Gevo, Inc.

Chemical Manufacturing

6.29

AMRS

Amyris Inc

Chemical Manufacturing

11.54

MEOH

Methanex Corporation (USA)

Chemical Manufacturing

22.82

CE

Celenese Corporation

Chemical Manufacturing

44.27

CDXS

Codexis Inc.

Chemical Manufacturing (Biorefining)

5.20

SZYM

Solazyme Inc.

Chemical Manufacturing (Biorefining)

11.90

CZZ

Cosan

Chemical Manufacturing (Biorefining)

10.96

RTK

Rentech Inc.

Chemical Manufacturing (Biorefining)

1.31

KIOR

KiOR Inc

Chemical Manufacturing (Biorefining)

10.18

CRR

CARBO Ceramics Inc.

Oil Well Services & Equipment

123.33

DRQ

Dril-Quip, Inc.

Oil Well Services & Equipment

65.82

ISCPF

IROC Energy Services Corp.

Oil Well Services & Equipment

2.52

LUFK

Lufkin Industries, Inc.

Oil Well Services & Equipment

67.31

NGS

Natural Gas Services Group, Inc.

Oil Well Services & Equipment

14.46

OII

Oceaneering International

Oil Well Services & Equipment

46.13

PTEN

Patterson-UTI Energy, Inc.

Oil Well Services & Equipment

19.98

BHI

Baker Hughes Incorporated

Oil Well Services & Equipment

48.64

HGHAF

High Arctic Energy Services

Oil Well Services & Equipment

41.11

HAL

Halliburton Company

Oil Well Services & Equipment

34.51

HP

Helmerich & Payne, Inc.

Oil Well Services & Equipment

58.36

SUBCY

Subsea 7 SA (ADR)

Oil Well Services & Equipment

18.61

ZEDIF

Zedi Inc.

Oil Well Services & Equipment

0.67

AEYIF

Arsenal Energy Inc.

Oil Well Services & Equipment

0.69

WENDF

Wenzel Downhole Tools Ltd.

Oil Well Services & Equipment

2.15

PUEYF

Pure Energy Services Ltd.

Oil Well Services & Equipment

8.67

CYSVF

Canyon Services Group Inc.

Oil Well Services & Equipment

11.61

HZNOF

Horizon North Logistics Inc.

Oil Well Services & Equipment

4.6

MCCRF

McCoy Corporation

Oil Well Services & Equipment

3.1

WEEEF

Western Energy Services Corp.

Oil Well Services & Equipment

7.97

CDLRF

CanElson Drilling Inc.

Oil Well Services & Equipment

4.17

ENRFF

Enerflex Ltd

Oil Well Services & Equipment

12.73

ATW

Atwood Oceanics, Inc.

Oil Well Services & Equipment

39.79

CFK

CE Franklin Ltd. (USA)

Oil Well Services & Equipment

8.14

MIND

Mitcham Industries, Inc.

Oil Well Services & Equipment

21.84

MTRX

Matrix Service Company

Oil Well Services & Equipment

9.44

NOV

National-Oilwell Varco, Inc.

Oil Well Services & Equipment

67.99

RES

RPC, Inc.

Oil Well Services & Equipment

18.25

TESO

Tesco Corporation (USA)

Oil Well Services & Equipment

12.64

BDIMF

Black Diamond Group Ltd.

Oil Well Services & Equipment

17.61

CJES

C&J Energy Services Inc

Oil Well Services & Equipment

20.93

PCH

Potlatch Company

Oil Well Services & Equipment

31.11

PSYTF

Pason Systems Inc.

Oil Well Services & Equipment

11.74

Other Companies

Novozymes – 176.90 The Williams Companies – 33.02 Atlas Energy, L.P (ATLS) – 24.30 Range Resources Corporation (RRC) – 61.94 Talisman Energy Inc. (TLM) – 12.75 East Energy [not traded] Chesapeake Energy Corporation (CHK) – 22.29 Cabot Oil & Gas Corporation (COG) – 75.90 Anadarko Petroleum Corporation (APC) – 76.33 EOG Resources, Inc. – 98.63


Consolidation Players

  • NiSource

  • Spectra

  • Kinder Morgan

  • Boardwalk Pipelines

  • ONEOK Partners

  • Questar

  • Dominion

  • TransCanada

1/2/2012

bottom of page