The Green Dollar


From: Smart Money Nov 2010, Source: Bloomberg Baytex Energy Trust (BTE, $33) Market Value: $3.7 billion Yield: 6.2 percent

This Canadian oil and gas driller has ramped up production at its North American oil fields and is developing a “heavy oil” project in Alberta that should significantly boost reserves, says analyst Travis Wood, of investment firm Dundee Securities in Calgary, Alberta. The stock, which trades in the US, could drift lower if oil prices weaken, but the dividend looks safe, he says.

Edited from: Shares Investment issue 28/3/11-10/4/11  Enviro-Hub holdings(SG1G27865383) Market Cap: S$116.887m Yield: NA

This SGX listed environmental tech and solutions company itself is expecting less confidence in its stock, so why should we expect more? However, trust can still be gathered from its 9M10 incident in which losses narrowed $3.3m. Its revenue increased 17% from the sale of copper refining products as well as metals such as gold and platinum.



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Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.

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