Category: Commodities

That’s why I Buy Gulf Keystone Petroleum in the Upcycle

By Dimitrios Koutsoumpos

Often, in my posts, I have talked about the concept of cyclicals, and the idea of buying them when the conditions are super depressive. Hence, I can’t remember myself buying any of these stocks while operating in good conditions, and producing lofty earnings. Gulf Keystone Petroleum (GKP) seems to be an exception to this rule, for reasons that I will explain in this article. Read More

Enwell & JKX: Undervalued & Natural Gas Skyrocketing

by Dimitrios Koutsoumpos

The rising gas price challenges the economies of Europe. From the very low of under $2 MMBTU, during the pandemic, the precious energy commodity has lately skyrocketed to $20 MMBTU in the European markets. The households and the industry are already paying the price, and expected to pay more, especially with a cold winter. The great beneficiaries of the situation are the gas producing nations and companies. Enwell Energy, and JKX Oil & Gas, are two Ukrainian gas producers that are enormously benefiting, but surprisingly seem to be extremely undervalued. Read More