Sunday, October 26, 2014

Top Energy Companies For 2014

ONEOK (OKE), a diversified energy company with oil and gas production and natural gas processing, gathering, storage and transmission assets, has boosted its payout 10 times over the past half-decade.

Nothing suggests confidence on the part of management than a dividend increase. Not once -- not even during the Great Financial Crisis -- did management cut the payout. And during this time ONEOK is up more than 95 percent in price-only terms.

ONEOK, along with its announcement of fourth-quarter and full-year 2012 results, revised downward its guidance for long-term earnings and dividend growth. This precipitated a 6 percent slide in the share price in late February.

Top 5 Biotech Stocks To Watch Right Now: Natural Resource Partners LP (NRP)

Natural Resource Partners L.P. is a limited partnership. The Company is engaged principally in the business of owning, managing and leasing mineral properties in the United States. It owns coal reserves in the three United States coal-producing regions: Appalachia, the Illinois Basin and the Western United States, as well as lignite reserves in the Gulf Coast region. The Company is engaged in the ownership and leasing of mineral properties and related transportation and processing infrastructure. As of December 31, 2011, the Company owned or controlled approximately 2.3 billion tons of proven and probable coal reserves and it also owned approximately 380 million tons of aggregate reserves in a number of states across the country. During the year ended December 31, 2011, its lessees produced 49.2 million tons of coal from its properties. In addition, the Company�� lessees produced 49.2 million tons of coal from its properties. The Company�� operations are conducted through, and its operating assets are owned by, its subsidiaries. The Company owns its subsidiaries through a wholly owned operating company, NRP (Operating) LLC. NRP (GP) LP, which is its general partner, which conducts its business and manages its operations. Because its general partner is a limited partnership, its general partner, GP Natural Resource Partners LLC, conducts its business and operations. Robertson Coal Management LLC owns all of the membership interest in GP Natural Resource Partners LLC. In addition to its preparation plants, the Company owns coal handling and transportation infrastructure in West Virginia, Ohio and Illinois. In February 2011, it acquired approximately 500 acres of mineral and surface rights related to limestone reserves on the Tennessee River near Paducah, Kentucky. In March 2011, it acquired approximately 500 acres of mineral and surface rights related to limestone reserves in Cleveland, Tennessee near Chattanooga. In July 2011, it acquired approximately 44,000 acres of coal reserves and coal bed met! hane located in Pennsylvania and Illinois. In February 2012, the Company acquired coal reserves at the Deer Run mine near Hillsboro, Illinois and approximately 9,500 net mineral acres located in the Mississippian Lime oil play in Northern Oklahoma. In March 2012, the Company acquired the rail loadout, associated infrastructure assets and a contractual overriding royalty interest on certain tonnage at the Sugar Camp mine near Benton, Illinois. In May 2012, the Company completed the acquisition of approximately 19,200 net mineral acres in the Mississippian Lime oil play in North Central Oklahoma.

Northern Appalachia

The Beaver Creek property is located in Grant and Tucker Counties, West Virginia. During 2011, 2.4million tons were produced from this property. The Company leases this property to Mettiki Coal, LLC, which is a subsidiary of Alliance Resource Partners L.P. Coal is produced from an underground longwall mine. It is transported by truck to a preparation plant operated by the lessee. Coal is shipped primarily by truck to the Mount Storm power plant of Dominion Power and to various export customers. During 2011, 366,000 tons were produced from Allegany County. The Company leases this property to Vindex Energy, a subsidiary of Arch Coal. Coal from this property is produced from a surface mine. The raw coal is trucked to the Warrior plant of Allegheny Energy. During 2011, 283,000 tons were produced from Area F property. It leases this property to Carter Roag, a subsidiary of Metinvest. Coal from this property is produced from an underground mine. The raw coal is trucked to a preparation plant operated by the lessee. Coal is shipped via rail to domestic metallurgical customers and exported for use by Metinvest.

Central Appalachia

The VICC/Alpha property is located in Wise, Dickenson, Russell and Buchanan Counties, Virginia. During 2011, 4.9 million tons were produced from this property. It primarily leases this property to a subsidiary of Alpha Natu! ral Resou! rces. Production comes from both underground and surface mines and is trucked to one of four preparation plants. Coal is shipped through both the CSX and Norfolk Southern railroads to utility and metallurgical customers. Customers include American Electric Power, Southern Company, Tennessee Valley Authority, VEPCO and the United States Steel and to various export metallurgical customers. The Lynch property is located in Harlan and Letcher Counties, Kentucky. During 2011, 4.8 million tons were produced from this property. The Company primarily leases the property to a subsidiary of Massey Energy. Production comes from both underground and surface mines. Coal is transported by truck to a preparation plant on the property and is shipped primarily on the CSX railroad to utility customers, such as Georgia Power and Orlando Utilities.

The Dingess-Rum property is located in Logan, Clay and Nicholas Counties, West Virginia. This property is leased to subsidiaries of Massey Energy and Patriot Coal. During 2011, 2.8 million tons were produced from the property. Coal is shipped through the CSX railroad to steam customers, such as American Electric Power, Dayton Power and Light, Detroit Edison and to various export metallurgical customers.

The VICC/Kentucky Land property is located primarily in Perry, Leslie and Pike Counties, Kentucky. During 2011, 2.5 million tons were produced from this property. Coal is produced from a number of lessees from both underground and surface mines. Coal is shipped primarily by truck but also on the CSX and Norfolk Southern railroads to customers, such as Southern Company, Tennessee Valley Authority and American Electric Power. The Lone Mountain property is located in Harlan County, Kentucky. During 2011, 2.1 million tons were produced from this property. The Company leases the property to a subsidiary of Arch Coal, Inc. Production comes from underground mines and is transported primarily by beltline to a preparation plant on adjacent property and shipped o! n the Nor! folk Southern or CSX railroads to utility customers, such as Georgia Power and the Tennessee Valley Authority.

The D.D. Shepard property is located in Boone County, West Virginia. This property is primarily leased to a subsidiary of Patriot Coal Corp. During 2011, two million tons were produced from the property. Both steam and metallurgical coal are produced by the lessees from underground and surface mines. Coal is transported from the mines through belt or truck to preparation plants on the property. Coal is shipped through the CSX railroad to various domestic and export metallurgical customers. The Pardee property is located in Letcher County, Kentucky and Wise County Virginia. During 2011, 1.8 million tons were produced from this property. It leases the property to a subsidiary of Arch Coal, Inc. Production comes from underground and surface mines and is transported by truck or beltline to a preparation plant on the property and shipped primarily on the Norfolk Southern railroad to utility customers, such as Georgia Power and the Tennessee Valley Authority and domestic, and export metallurgical customers, such as Algoma Steel and Arcelor.

The Kingston property is located in Fayette and Raleigh Counties, West Virginia. This property is leased to a subsidiary of Alpha Natural Resources. During 2011, 1.5 million tons were produced from the property. Both steam and metallurgical coal are produced from underground and surface mines and has been historically transported by belt or truck to a preparation plant on the property or shipped raw. Coal is shipped via both the CSX railroad and by truck to barges to steam customers and various export metallurgical customers.

Southern Appalachia

The BLC properties are located in Kentucky and Tennessee. During 2011, 1.2 million tons were produced from these properties. The Company leases these properties to a number of operators, including Appolo Fuels Inc., Bell County Coal Corporation and Kopper-Glo Fuels. Prod! uction co! mes from both underground and surface mines and is trucked to preparation plants and loading facilities operated by its lessees. Coal is transported by truck and is shipped through both CSX and Norfolk Southern railroads to utility and industrial customers. Customers include Southern Company, South Carolina Electric & Gas, and numerous medium and small industrial customers. The Oak Grove property is located in Jefferson County, Alabama. During 2011, 470,000 tons were produced from this property. The Company leases the property to a subsidiary of Cliffs Natural Resources, Inc. Production comes from an underground mine and is transported primarily by beltline to a preparation plant. The metallurgical coal is then shipped through railroad and barge to both domestic and export customers.

Illinois Basin

The Williamson property is located in Franklin and Williamson Counties, Illinois. The property is under lease to an affiliate of the Cline Group. During 2011, 6.8 million tons were mined on the property. This production is from a longwall mine. Production is shipped primarily through CN railroad to customers, such as Duke and to various export customers. The Macoupin property is located in Macoupin County, Illinois. The property is under lease to an affiliate of the Cline Group. During 2011, 1.8 tons were shipped from the property. Production is from an underground mine and is shipped through the Norfolk Southern or Union Pacific railroads or by barge to customers, such as Western KY Energy and other midwest utilities or loaded into barges for shipment to export customers. The Sato property is located in Jackson County, Illinois. During 2011, 363,000 tons were produced from the property. The property is under lease to Knight Hawk Coal LLC, an independent coal producer. As of December 31, 2011, production was from a surface mine, and coal was shipped by truck and railroad to various midwest and southeast utilities.

Northern Powder River Basin

The Western Ener! gy proper! ty is located in Rosebud and Treasure Counties, Montana. During 2011, 2.7 million tons were produced from the Company�� property. A subsidiary of Westmoreland Coal Company has two coal leases on the property. Coal is produced by surface dragline mining, and the coal is transported by either truck or beltline to the four-unit 2,200-megawatt Colstrip generation station located at the mine mouth and by the Burlington Northern Santa Fe railroad to Minnesota Power. A small amount of coal is transported by truck to other customers.

BRP Properties

As of December 31, 2011, BRP had acquired, in several stages, approximately 8.8 million mineral acres in 29 states from International Paper. As of December 31, 2011, BRP held 78 revenue generating leases. BRP�� assets include approximately 300,000 gross acres of oil and gas mineral rights in Louisiana, of which over 72,000 acres were under lease, as of December 31, 2011. In addition, BRP holds a gross production royalty interest on approximately 23,000 mineral acres under lease in Louisiana. The remaining oil and gas mineral acreage in Louisiana is not leased. As of December 31, 2011, BRP owned nearly 246,000 gross mineral acres of primarily lignite coal rights in the Gulf Coast region, of which approximately 5,000 acres are leased under three separate leases in Louisiana and Alabama. In addition to the coal rights, BRP held aggregate reserves, including limestone, granite, clay, and sand and gravel reserves, under lease in six states. As of December 31, 2011, other mineral rights held by BRP included coalbed methane rights in four Gulf Coast states, metals rights in three states, approximately 450,000 acres of water rights in East Texas, geothermal rights and royalty interests in the Gulf Coast and Pacific Northwest and carbon sequestration rights primarily in the Gulf Coast region.

Advisors' Opinion:
  • [By Tyler Crowe]

    In the energy world, it's never much of a surprise when an oil company picks up natural gas assets or vice versa. But a coal company getting into the oil business? Now that's a rarity. This week, Natural Resources Partners (NYSE: NRP  ) �did just that. The company announced that it's taking a working interest in some of Abraxas Petroleums (NASDAQ: AXAS  ) assets in the Bakken. While the $35 million purchase was not that large, it's a rare case where a coal company branches out into other natural resources.�

  • [By Robert Rapier]

    Rounding out the bottom five were�OCI Partners�(NYSE: OCIP), a methanol and ammonia producer (-24 percent YTD),�Natural Resource Partners�(NYSE: NRP), another coal producer (-19 percent), and�Eagle Rock Energy Partners�(NASDAQ: EROC), an oil and gas production partnership (-17 percent).

Top Energy Companies For 2014: Genel Energy PLC (GEGYF.PK)

Genel Energy plc, formerly Vallares PLC, is an exploration and production company. It is an independent oil producer in the Kurdistan Region of Iraq. The Group has two reportable business segments, which are its oil and gas exploration and production business in the KRI and its oil and gas exploration business in Africa. The Company had operational bases in Ankara, Turkey; in Taq Taq, Erbil and Suleimaniah in the Kurdistan Region, and in London. The Company�� oil producing fields of Taq Taq (in which it held a 44% interest) and Tawke (25% interest) had estimated gross proven and probable reserves of 1.2 billion barrels of oil and proven, probable and possible reserves of 1.9 billion barrels of oil. The Company�� subsidiaries include: Genel Energy Holding Company Ltd, Genel Energy Somaliland Limited, A&T Petroleum Limited, Genel Energy UK Services Limited, Genel Energy Netherlands Holding 2 B.V. and Genel Energy Somaliland Limited. Advisors' Opinion:
  • [By Street Smart Investor]

    DNO International is an independent E&P company, geographically focused on the Middle East and North Africa with operations in Yemen, the Kurdistan region of Iraq, Tunisia, Oman, Ras Al Khaimah and Somaliland. The company's asset portfolio currently stands at 20 assets in six countries. For the year ended December 2012, DNO International has proven and probable reserves of 520.3 MMboe with 90% of the reserves in the Kurdistan region of Iraq. The company's reserves in Kurdistan come from the Tawke oil block, which is among the largest oil blocks in Kurdistan. DNO International has a 55% stake in the Tawke block with Genel Energy PLC (GEGYF.PK) holding a 25% stake. The remaining 20% stake is held by the Kurdistan Regional Government. For the first half of 2013, DNO International had a production rate of 33,917 boepd, which includes production from Kurdistan, Oman and Yemen.

Top Energy Companies For 2014: Cosan Ltd (CZZ)

Cosan Limited (Cosan), incorporated on April 30, 2007, is a holding company. The Company is engaged in the production of ethanol and sugar, the marketing and distribution of fuel and lubricants in Brazil, and logistics services in the state of Sao Paulo, Brazil. The Company imports, exports, produces and sells ethanol, sugar, sugarcane and other sugar by-products. It distributes and sells fuel and other fuel by-products. The Company produces and markets electricity, steam and other co-generation by-products. During the fiscal year ended March 31, 2011 (fiscal 2011), it operated 24 mills. On February 18, 2011, Cosan, through its subsidiary Cosan S.A. Acucar e Alcool acquired 100% of the voting corporate capital of Cosan Araraquara Acucar e Alcool Ltda., (Usina Zanin).

The Company operates in three in segments: sugar and ethanol (S&E), fuel distribution and lubricants (CCL) and sugar logistics (Rumo Logistica). The sugar and ethanol segment operates and produces a range of sugar products, including raw, organic, crystal and refined sugars and consumer products under the Da Barra and Uniao brands, which are sold to a range of customers in Brazil and abroad, as well as produces and sells hydrous, anhydrous and industrial ethanol, which are sold to the Brazilian market. The sugar and ethanol segment also includes energy co-generation activities and land development businesses. Its fuel distribution and lubricants segment includes the distribution and marketing of fuels, mainly through franchised network of service stations under the brand Esso throughout the national territory, and production, distribution and marketing of lubricants licensed from ExxonMobil International Holdings B.V.. Its sugar logistics segment provides logistics services for the transport, storage and port lifting of sugar.

Sugar and Ethanol segment

As of March 31, 2011 the Company leased 437,698 hectares, through 2,128 land lease contracts with an average term of five years. During fiscal 2011,! it harvested from owned or leased lands 27.4 million tons, of the sugarcane and purchased from third-party growers the 26.8 million tons of sugarcane. During fiscal 2011, its accumulated sugar extraction was 139.0 kilograms of total sugar recovered (TSR) per ton of sugarcane and its agricultural yield was 91.4 tons of sugarcane per hectare. It produces ethanol through a chemical process called yeasting. It produces and sells three types of ethanol: hydrous ethanol and anhydrous ethanol for fuel and industrial ethanol. It sells ethanol through gasoline distributors in Brazil mainly at the mill that sell it to retailers that then sell it at the pump to customers.

During fiscal year 2011, the Company sold 4.3 million tons of sugar. The Company produces a range of standard sugars, including raw sugar, crystal sugar and organic sugar, and refined sugars, including granulated refined white sugar, amorphous refined sugar, refined sucrose liquid sugar and refined inverted liquid sugar. Its Sao Francisco mill and the Da Barra mill produce refined sugar. It also sells industrial alcohol, which is used in the chemical and pharmaceutical sectors. It sells sugar to a range of customers in Brazil and in the international markets. Its customers in Brazil include retail supermarkets, foodservice distributors and food manufacturers, for which it sells refined and liquid sugar.

Fuel distribution and lubricants

The Company�� fuel distribution business is engaged in sourcing, storing, blending and distributing primarily gasoline, ethanol, diesel and fuel oil through its retail network of approximately 4,500 Esso and Shell-branded stations. During fiscal 2011, it sold approximately 1.03 billion liters of fuels, consisting of 96.0% diesel and 4.0% gasoline, ethanol and other fuels to its industrial and wholesale clients. During fiscal 2011, Cosan Combustiveise Lubrificantes S.A. (CCL) sold a total of 166.4 million liters of lubricants. Its lubricant operations consist of a wholly o! wned Lubr! icants Oil Blending Plant (LOBP), located in Rio de Janeiro, with annual production capacity of 1.4 million barrels of lubricants per year, including 48,000 barrels of grease per year.

Sugar Logistics

The Company owns and operates a sugar-loading terminal at the Port of Santos in the State of Sao Paulo through its subsidiary Rumo Logistica. It offers logistics solution to sugar producers located in the Center South of Brazil by transporting sugar from the mill by truck or rail to be loaded at its bulk sugar port terminal in Santos. It also offer sugar storage services.

The Company competes with Copersucar, Sudzucker AG, Petrobras, Ultrapar S.A., Shell Brasil Ltda. and AleSat Combustiveis S.A.

Advisors' Opinion:
  • [By Maxx Chatsko]

    Lesson learned
    The financial situation at Amyris is less than enviable. Whereas fellow industrial biotech company Solazyme has hit every major milestone and had no problem raising funds, Amyris has had to take the more dilutive route for shareholders. Still, large commercial partners Total (NYSE: TOT  ) and Cosan (NYSE: CZZ  ) haven't backed down in their support of the company. Total upped its investment in Amyris during several rough patches in the past year after incurring significant paper losses on the roughly 20% stake in the company. Total even has its own webpage for the partnership, which speaks to its long-term vision for Amyris' platform, especially in renewable diesel.

Top Energy Companies For 2014: TC PipeLines LP (TCP)

TC PipeLines, LP (the Partnership), incorporated on December 16, 1998, acquires, owns and participates in the management of energy infrastructure businesses in North America. The Company�� pipeline systems transport natural gas in the United States. The Partnership is managed by the Company�� General Partner, which is an indirect, wholly-owned subsidiary of TransCanada. The Company has equity ownership interests in four natural gas interstate pipeline systems. The Company�� pipeline systems include Great Lakes, Northern Border, GTN, Bison, North Baja and Tuscarora. The Company owns 46.45% interest in Great Lakes. Great Lakes connect with the TransCanada Mainline at the Canadian border near Emerson, Manitoba, Canada and St. Clair, Michigan, near Detroit. Great Lakes are a bi-directional pipeline that can receive and deliver natural gas at multiple points along its system. In July 2013, TC PipeLines, LP announced the closing of its acquisition of an additional 45% interest in each of Gas Transmission Northwest LLC (GTN) and Bison Pipeline LLC (Bison) from subsidiaries of TransCanada Corporation.

The Company owns 50% interest in Northern Border. Northern Border Extends between the Canadian borders near Port of Morgan, Montana to a terminus near North Hayden, Indiana, south of Chicago. Northern Border is capable of receiving natural gas from Canada, the Williston Basin and Rockies Basin. The Company owns 25% interest in GTN. GTN extends between an interconnection near Kingsgate, British Columbia, Canada at the Canadian Border to a point near Malin, Oregon at the California border. The Company owns 25% interest Bison. Bison extends from a location near Gillette, Wyoming to Northern Border's pipeline system in North Dakota. The Company owns 100% interest in North Baja. North Baja extends between an interconnection with the El Paso Natural Gas Company pipeline near Ehrenberg, Arizona to an interconnection with a natural gas pipeline near Ogilby, California on the Mexican border. The Compa! ny owns 100% interest in Tuscarora. Tuscarora extends between GTN near Malin, Oregon to its terminus near Reno, Nevada and delivers natural gas in northeastern California and northwestern Nevada.

Advisors' Opinion:
  • [By Dividends4Life]

    TC PipeLines LP (TCP) has interests in over 5,550 interstate natural gas pipelines, including a 46.5% stake in Great Lakes Gas Transmission L.P.
    Yield: 6.3% | Years of Dividend Growth: 14

Top Energy Companies For 2014: Central Iron Ore Ltd (CIO)

Central Iron Ore, Ltd. is a Canada-based exploration and development company. The Company is engaged in the search for and development of iron ore and gold. Its projects include Yilgarn Iron Ore Project, South Darlot Gold Project and Eureka Gold Project. Advisors' Opinion:
  • [By Monica Wolfe]

    These four insiders made their buys during the public offering for $6 per share, and since their buys the price per share is down about -0.83%.� Highlighted below are the insiders��individual buys:

    Timothy Keating (CEO):� Bought 8,000 shares for $48,000.� Now holds 98,000 shares of KIPO stock. Taylor Simonton (D):� Bought 3,000 shares for $18,000. Now holds 13,000 shares of KIPO stock. Kyle Rogers (CIO):� Bought 3,072 shares for $18,432.� Now holds 8,096 shares of company stock. Frederic Schweiger (CFO/COO):� Bought 8,000 shares for $48,000.� Now holds on to 26,700 shares of KIPO stock.

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