Archive for August, 2012

YPF: $37.2bn Investment? No Problem.

Via The Financial Times, a report on YPF’s proposed five year plan: Well, you can’t fault YPF for lack of ambition. On Thursday, Miguel Galuccio (pictured), the CEO of Argentina’s recently nationalised YPF oil company, laid out a hard-charging five-year plan to increase production and return Argentina to its former glory as a net petroleum […]

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Colombian Oil

Via CNBC, a report on Colombia’s oil sector: Investors—Canadian ones, in particular—may recall Colombia as one of the hottest oil plays in the world. Paul Smith | Bloomberg | Getty Images The Ecopetrol oil refinery stands in Cartagena, Colombia. That was just a few years ago. Huge wells in these plays created huge valuations—and some […]

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Angola’s Railway Development

Via STRATFOR (subscription required), a report on Angola’s rail strategy for development: Angolan President Jose Eduardo dos Santos inaugurated Aug. 27 the terminus for the Benguela railway line in the coastal city of Lobito. Once rehabilitation of the line is complete, it will link Lobito to the Angolan heartland and should ultimately extend into south-central Africa. One […]

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Myanmar Courts Western Investment Partners

Via the MinnPost, a look at Myanmar: In a dimly lit ballroom, Myanmar’s investment czar gushed about his nation’s dazzling future to a congregation of foreign investors. Each had paid $1,500 to hear the government’s big pitch: Long an economic basket case, Myanmar is now an investment gold mine. “Myanmar is no longer a pariah,” […]

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Burma’s Economic Reboot Marches On

Via The Diplomat, an article on Myanmar’s continued economic renaissance: With its eerily quiet corridors and lack of activity, the Central Bank of Myanmar building in Rangoon serves as testament to the haphazard policies of the Burmese government’s past. Occupying a large compound in the north of the city, this vast structure has remained under-used […]

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Farc Peace Talks: What Will It Mean For Colombian Investors?

Courtesy of The Financial Times, a report on the potential impact that recent Farc peace talks may have on Colombia’s investment profile: Start spreading the news: the Farc guerrillas and the Colombian government agreed to begin peace talks during a meeting in communist-led Cuba, local media reported on Monday. The Andean country has attracted record […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.