Archive for August, 2014

RSVP: Mexico’s Invitation To Foreign Oil Companies

Courtesy of Fortune, a look at the impact that Mexico’s recent decision – seventy-six years after nationalizing its oil business – to invite foreign companies back to drill might have upon Pemex: Mother Nature long coddled Mexico’s national oil company, blessing it with fountains of homegrown black gold. But in recent years she has gotten […]

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Myanmar: Swapping A Military Dictatorship For A Stock Exchange

Via Ozy, an interesting look at Myanmar: Myanmar-China natural gas pipeline in the city of Laibin, located in south China’s Guangxi Zhuang Autonomous Region Thinking of investing in Myanmar? Just maybe it will be possible soon. The last time Myanmar launched a stock exchange was during its dark days of isolation in the mid-1990s when […]

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Djibouti

Courtesy of STRATFOR (subscription required), an interesting look at Djibouti: Summary A member of the Presidential Guard for Djiboutian President Ismail Omar Guelleh opened fire in Djibouti’s international airport on Aug. 25, just minutes after the president’s departure. In the attack he wounded two other guards and the president’s physician in what may have been […]

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Impact Of Venezuela’s Faltering Oil Sector On Central America & The Caribbean

Courtesy of STRATFOR (subscription required), an interesting analysis of the impact that a declining Venezuelan oil industry could have wider effects in Central America and the Caribbean: The Petrocaribe summit in Managua in June 2013. Summary The decline of the Venezuelan oil sector could have wider effects in Central America and the Caribbean. Venezuela supplies crude oil […]

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Business In Nigeria

Courtesy of The Economist, an article on the challenges of doing business in Nigeria: IN 2001 MTN, a fledgling telecoms company from South Africa, paid $285m for one of four mobile licences sold at auction by the government of Nigeria. Observers thought its board was bonkers. Nigeria had spent most of the previous four decades […]

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Zimbabwe: The Hedge Fund And The Despot

Via BusinessWeek, an interesting look at Mugabe’s bailout of a hedge fund investment in Zimbabwe: At 6 feet 2, James McGee announces his military background through his bearing. His hair is now platinum, his shoulders often thrust back. Raised during the 1950s and ’60s in the shadow of the steel mills of Gary, Ind., McGee […]

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WILDCATS AND BLACK SHEEP
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.