We’ve run across Yiannis Mostrous and his Silk Road Investor a few times before — and one of the companies he’s teasing us about today I’ve even written about before. But there’s some new stuff here, so perhaps it’s worth a look.

Silk Road Investor is one of many newsletters that focus on Asia writ large — from Russia to Australia and everything in between or nearby, apparently.

The big point of his teaser ad this time is that Russia is slashing tax rates for oil companies — although Russia is producing a huge amount of the world’s oil, much of their production is in decline, so perhaps they’re hoping to spur some more investment. This tax cut will, according to Yiannis, save this oil company about $1.30 a barrel at first.

And he says they have 16 billion barrels of reserves, so that would certainly end up amounting to a fair chunk of change, over time. Read the rest of this entry »