3 Energy ideas

SeekingAlpha author has 3 energy related ideas

  1. Vermillion Energy (VET)
  2. Crescent Point Energy Corp (CPG)
  3. Peabody Energy (BTU)


As I recall, Crescent Point Energy (CPG) has Canroy (Canadian Royalty Trust) roots.

With the Russia-Ukraine, the first two are definitely worth a deeper dive


Peabody is the leading coal company. Coal prices are rising. They are recovering from a period when people thought coal was dead.

This week they are announcing plans to invest cash flow in clean energy like wind and solar. Interesting idea. A big change from coal mining.

Wishing them much success. Risky depending on how long coal prices remain high.