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Oreninc Index Update: July 18, 2013

Oreninc Index

Oreninc Index Rises from Summer Lull

The Oreninc Index rose to its highest level in three weeks for the week ending July 18, 2013.  Riding on the back of $67.2m announced through 27 deals, the Index rose from its relative depths. The week saw 2 brokered deals announced for $20m. Both total dollars and brokered dollars announced were six-week highs. As encouraging as this spike is, the turbulence that has plagued the current financing market is expected to linger through July and August.

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Murdock Capital Partners Symposium Presentation

Presentations
b2ap3_thumbnail_Benjamin-Cox_Murdock-Capital-Partners-Resource-Presentation_Version-for-Index-Slide1.2.jpgOn June 13, 2013, Oreninc Managing Director Benjamin Cox presented on the effects of scarcity on the the natural resources sector at Murdock Capital Partners Symposium in New York City. Click here...
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Stop Funding Nissan Leaf

General Market

Sometimes I get figuratively trashed for regularly not liking new technology and all the wonderful metal usage that comes from it. I spent the weekend thinking about LEDs and then I started to think about Nissan Leafs...and my mind wandered into what the government could do by picking the right projects to support, rather than the wrong projects.

 

I have a medium belief that if the US government took the money it was spending on tax credits for Leafs and put it into LED light bulbs, we could really make an environmental impact and save on energy bills for struggling families.

 

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Oreninc Index Update: July 11, 2013

Oreninc Index

Oreninc Index Five-Week Average Falls to Lowest Level YTD

The Oreninc Index five-week moving average fell to its lowest level YTD for the week ending July 11, 2013. Two brokered deals were announced for the week, only one of which was a bought deal.  This level is most likely a product of the normal mid-summer lull, as well as the market’s current stagnation. With mid-summer approaching and many summer exploration projects still underway, there is no reason to believe the Index will improve significantly over the next couple of weeks.

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Eaten at Both Ends

Natural Resources

Being a small cap investor in this market is hell and that’s because your portfolio is being eaten at both ends. 

At one end, your winners are being looked at like raw sushi by majors/mid-tier producers, who know a deal when they see it and know that if you buy in a down market you do not overpay. I think we are going to see lots of companies that could have been real winners go away for pennies on the dollar.  Imagine a whole fresh copper river salmon going for the price of six salmon rolls (and that’s at the cheap sushi place around the corner from Teck’s office on Bentel). 

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Oreninc Index Update: July 4, 2013

Oreninc Index

Oreninc Index Falls to Three-Week Low

The Oreninc Index fell to a three-week low for the week ending July 4, 2013. This follows the upward trend of the Index’s two previous weeks. The drop was not a surprise as the week included Canada Day and, in the U.S., Independence Day; overall, North American activity was down. Historically, late July and August are the slowest points of the financing market, leaving no expectations for significant gains until the Fall fundraising season hopefully returns.

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Oreninc Taps Cordatum to Sell Research

Oreninc Press
Cordatum Associates, a London-based consultancy firm, will be a global sales agent for Oreninc’s unrivaled research and data on financings in the Canadian natural resources sector. Further to the deal with...
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Oreninc Index Update: June 27, 2013

Oreninc Index

Oreninc Index Climbs for Second Week, Longest Streak Since April

The Oreninc Index climbed for the second straight week to a three-week high for the week ending June 27, 2013.  The two-week streak is tied with another from late April for the longest streak of 2013.  It is unlikely the streak will continue for another week, as next week is holiday-shortened due to Canada Day and U.S. market closures on the Fourth of July.

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2+2 Can Equal 5 in the Banking World

General Market

There are two places where math is not linear in this world: banking and government.

Bankers have the ability to slice and dice and somehow always make money. That is, unless they completely mess it up. But they also seem to add value in our business.

Brokered deals are better than non-brokered deals.  If we had to choose as a company to go brokered or non-brokered, we would go brokered every day. That being said, there are a few cases when brokers are not worth paying.  

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So You’re the Guys That Rank the Bankers

Natural Resources

I was stuck on a long layover that turned into a longer layover in Houston, and I pitched Oreninc to the CEO of a mid-tier oil and gas company who was sitting a row ahead of me on the plane. 

After listening to me talk about Oreninc, he had four key points in response:
 
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