Products
Richmond Energy’s subscription service provides a regular feed to clients of market commentary and investment ideas, and detailed reports containing technical assessments, analysis and a forward look for the small to mid-cap E&P companies that we cover.
E&P Investor Insights
This consists of short research notes providing insightful comment on significant events and announcements, technical and commercial views of companies and assets in international E&P 'hot-spots', and thematic reports dealing with current industry activity and events. Our monthly analysis of the REP30 E&P companies provides insights into recent company events and also a forward look at near-term company operations and activity.
REP 30 Company Insights
Included in our subscription service, we provide regular in depth analysis into individual companies. At any given time we follow 30 companies, the REP30, which are selected on the basis of four criteria:
- Market Capitalisation between $500 and $10000m
- Companies with oil and gas reserves, if not always production
- Operations largely outside of the Americas in interesting geography
- Potential for reserves and production growth
Each insight report is carefully researched using public sources and Richmond Energy's own databases and industry contacts. Each report contains the following sections:
- Key Facts
- Investment Summary
- What to like; What not to like; What to hope for; What to worry about
- Four Year Financial and Operational Summary
- Peer Comparison of Operational and Financial Performance
- Forward Looking Value Changing Events
- Four Year Exploration Track Record
- Comments on Reserves and Resources
- Production Forecasts
REP 30 Peer Analysis
Our Peer Analysis reporting compares the performance of the REP30 companies over four years against each other and larger and smaller peers. This includes the following.
- Geography of Operations
- Growth Track Record
- Exploration Track Record
- Efficiency
- Profitability
- Market Valuation
