Research for 2010

BG Group


BG Group Plc, the UKs third largest energy giant after BP and Shell, is an attractive investment story on many levels. In Brazil, it has first mover advantage in the most exciting oil discovery for over forty years, the Santos Basin, which is estimated to contain at least 50 billion barrels of oi [...]



Increasing demand from green technologies, falling supply due to underinvestment, the “consumption” of mined silver in industrial processes and a historically massive deviation from the average gold silver ratio all point to a rising silver price from its current level of $16.30/oz. In fact, [...]