Archive for the ‘Egypt’ Category

Egypt: Investing Under Fire

Courtesy of The Financial Times, an interesting look at investing in Egypt, in the face of the violent protests ongoing there.  As the article notes: “…An old adage, reputedly coined by Nathan Rothschild during the Napoleonic Wars, urges investors to be contrary, and “buy at the sound of cannons, and sell at the sound of […]

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Calling Pyongyang … Orascom Eyes Cell Phone Venture in North Korea

Via The Financial Times, news that Orascom is looking at setting up a mobile phone venture in North Korea.  As the article notes “…Setting up a mobile phone service in North Korea – an authoritarian state that has banned mobiles – may sound like a misguided venture but Egypt’s Orascom reckons it can defy conventional […]

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Ukraine’s Interest in the Arab Gas Pipeline

Via Oil and Gas Eurasia, a report detailing Ukraine’s interest in playing a role in the completion of the Arab Gas Pipeline intended for natural gas deliveries from Egypt to Europe via Syria and Turkey.  As the article notes: “…We hope to take part in the modernization of Syrian enterprises, including in the construction of […]

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Race to the Frontier

From The Financial Times, an interesting article noting that, while investor appetite for emerging markets is dwindling as worries about rising inflation and falling equity markets grow – particularly in China and India – frontier markets such as Africa and the Middle East remain quite popular.  As the report notes: “…African markets are not immune […]

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Libya and Egypt: More Investment/More Positioning

Courtesy of Stratfor (subscription required), news that Libya recently announced a deal involving the development of an oil refinery and gasoline stations in Egypt, as well as a natural gas pipeline running from the Egyptian city of Alexandria to the coastal Libyan city of Tobruk.  As the article notes: “…This energy agreement could boost Libyan […]

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Libya & Egypt: Refining Relations

Via Stratfor, news that Libyan Prime Minister al-Baghdadi Ali al-Mahmoudi said that Libya is planning to invest $10 billion in Egypt over the next two years including the development of an oil refinery in Alexandria and a natural gas pipeline that will run between Alexandria and Tobruk. The refinery would have a capacity of 250,000 […]

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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.