2017 “No Brainer TRUMP Presidency Pick”

Myron Martin proposes a solution to Keith Schaefer's Promo for a Trump Opportunity

By takeprofits, January 4, 2017

[ed. note: Travis is passing the keyboard to Myron Martin for a quick note today — Myron has usually focused on researching junior mining stocks for the Irregulars, but he sent in this teaser solution that he thought more readers would like to investigate. We have not looked into the stock being teased beyond what Myron writes below, but feel free to join the discussion with a comment if you have an opinion. Thanks for reading!]

I read Keith Schafer’s bulletins regularly because I consider him one of the most knowledgeable oil and gas analysts in the business—a straight shooter who has made millions in that business. I know Keith and have met and talked with him on several occasions and trust him as honest and sincere. If and when I have enough capital to diversify into oil and gas big time as he does, justifying investing in his service, I will probably do so. I agree with Keith that oil and gas companies with good acreage in the Permian Basin are the current profit centre for energy.

As he notes in his latest teaser ad:

This company is a direct bet that the Permian Basin in Texas will be the most active place for drilling in the country. There is no doubt that the oil industry will make Swiss cheese out of the Permian – drilling thousands of wells.

That’s because the Permian Basin is by far the most profitable oil play – in the whole western world, really.

This promo is my real centre of interest because Keith has been running a similar ad for several months now that sent me on a “wild goose chase” looking for a small company with huge drilling potential in the Permian, where I myself owned several stocks that have done well. I don’t consider it a waste of time because I have found some interesting stocks I will report on in future. However, about half way through Keith’s promo for his newsletter I realized that while I had not found a perfect fit for his Permian based stock, since the election of Trump he has added more clues and now calls his micro cap play in effect his “TRUMP CARD” that a Trump presidency can turn into another ten bagger like his previous wins in the sector.

He says:

Trump’s energy plan is so simple. It involves a lot less red tape… And a lot more drilling. President Trump wants to unleash the full potential of the American shale industry.

Trump has laid out 7 key elements in his “America First Energy Plan”. Every one of them is tied to the exact same theme. The United States is going to drill for oil like there is no tomorrow. That creates The Trump Opportunity.

You really need to listen to his video in full to get the whole story so when I disclose the name of the company he is touting you will be able to check my research to verify I have identified the company correctly. Actually, as soon as he mentioned “frac sand” (a new clue added since earlier versions) I knew what company he was touting:

I’m still not bullish on oil prices. But I am bullish on another commodity. It is a commodity that is closely related to the oil business…That commodity is sand—as in fracking sand. A very specific type of sand that is not found in many locations.

This sand is the single most important ingredient in getting oil out of shale rocks…Frac sand is a commodity that is going to see explosive demand over the next 10 years….

My Micro-cap Trump Opportunity has more going for it than just being in the right industry. It has the most highly coveted type of sand…the very best sand to use.

In fact I already owned the stock based on my own research. Keith boasts about doing a lot of fundamental research, spending a great deal of time and money, and I can say the same, the difference being his is focussed on energy and mine on metals.

Keith ties it back to the location here:

This frack sand company not only has the best sand—it has the best location. Almost ALL frac sand used in the Permian comes from… Wisconsin. That may as well be The North Pole. My Micro-cap Trump Opportunity can beat every competitor when it comes to cost—because it’s A LOT closer to the Permian.

The company in question is Select Sands Corp. (SNS.V, SLSDF). Here is a press release that covers the essence of the company’s situation that fits all the clues given in Keith’s promo. I recommend that in doing your own due diligence you check out their website and read other recent press releases.

As per agreement, I will not trade in this stock for at least 72 hrs after this appears in print so you have an opportunity to grab some shares before I increase my stake. With Keith’s considerable following, the stock is bound to rise as the company ramps up production and becomes better known. With a micro cap like this that is still more of a speculation than an investment, I recommend that you put no more than 1% of your available capital into this stock initially. Build your position progressively as the company ramps up production and sales through the next year, so that concentrated buying does not drive up the price to an unsustainable level ahead of the fundamentals of the company’s natural growth.


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63 Comments on "2017 “No Brainer TRUMP Presidency Pick”"

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Fabian
Guest
0

I’m long SLSDF. Schaefer is a smart operator but very speculative. No Exxon in the portfolio. So far so good with SLSDF. He made me buy FCAU at 6 now above 9.

rubber
Irregular
46

Fracking is not cost effective if oil remains below $60, lots of companies went bankrupt. If Trump opens up the floodgates we will have too much oil around causing the prices to drop further.

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DK
Guest
0

Fracking is currently break-even at about $42 a barrel. With continuing cost improvements, some see that floor dropping to $30.

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Travis Johnson, Stock Gumshoe
Admin
9405

That’s a decent average, from what I’ve read, but it depends a lot on where you are — can be $25-30 in parts of the Permian, $60 or more in parts of the Bakken.

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Rog C
Guest
0
It is select sands. Way back in April 2015 he actually named it as it was an advertorial. Ie he was paid to promote it. It was only 35 cents then! Here is his spiel 30.4.15 cropped-OGIB_Co-Sponsorship-D7A671 2
 Texas Oil Producers are Drooling Over This Advertorial by Keith Schaefer Frac sand is all about location. Location-Location-Location. And Select Sands (SNS-TSXv) has a superb location for its new Tier 1 frac sand deposit in Arkansas—almost right over top of the Fayatteville Shale, and 650 rail miles closer to Texas than Wisconsin, where almost all the other Tier 1 sand is produced… Read more »
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sandy_shore
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michelg
Guest
0

The power of the Gumshoe! 🙂

1.41 +0.12 (9.30%)
Jan 4 – Close
CVE data delayed by 15 mins – Disclaimer
Currency in CAD
Range 1.23 – 1.41
52 week 0.20 – 1.41
Open 1.30
Vol / Avg. 870,984.00/286,263.00

tropicanaoj
Irregular
6

While I am continually tempted to make a few speculations in the oil/energy industry, it seems to be more of a political environment than a logical one. Quality find in SLSDF, but I see the oil markets sliding further for a number of reasons. That said, I will add to my watch list. Thanks Myron

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rocketman
Member
356

I was reading somewhere that technology keeps dropping the costs of fracking and soon a lot of these companies can be profitable with oil at $30. I’m definitely interested in this stock.

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martinc
Irregular
19
I’m with rubber on this one. I’m not long oil this year, infact if it reaches $60, I’m shorting it and I’ll tell you why. Pull up a 30 year chart of the current spot price of WTI light sweet crude oil. What do you notice with the price in the years ending in ‘8’? Well, they all bottomed and then spiked 2 years after that into years ending in ‘0’. In 1988, 1998 and 2008 they all did it. If history repeats itself I think oil is headed for a bottom in 2018. You can trade that. I don’t… Read more »
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curiousjoe
Guest
0
“Fusion energy” has been the next big thing for a while. The ITER project (https://www.iter.org/proj/inafewlines), launched in 1985, has yet to achieve safe energy generation via fusion on earth, though it is one of the most expensive research projects ever undertaken. Not surprising, considering it is a collaborative effort among several governments. I hope privately owned General Fusion has better success. Both ITER and General Fusion make the following assumption, copied and pasted from General Fusion’s website: “Fusion powers the sun and the stars, where gravity compresses hydrogen gas to the temperatures required for fusion. The challenge for fusion energy… Read more »
jav13037
Member
37
Thank you for the essay. I think if I owned the stock, I would be getting out now and taking profits. If I were the company, this would be a great time to issue more stock to raise capital. There are thousands of drilled but uncompleted wells (DUCS) that need to still be fracked. The oil exploration companies never stopped fracking through the price drop as this was the less expensive part of well development. That is why the oil production didn’t drop as much as rig counts. The O&E’s needed to finish the wells to service their debts. Any… Read more »
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Bobwins
Guest
0
I get Schaefer’s newsletter. He is a straight shooter, disclosing buys and sells with his own money. He has focused on the Permian Basin as the premier shale play in the US. Based on his research, drillers are able to make money at current oil prices and pay back the cost of drilling in 12-18 months in the sweet spots of the play. He has scored some major hits, recommending REN when it was $6 vs the current $43. Based on recent land sales, that price could be undervalued by a factor of 3! The sweet spot in the Permian… Read more »
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Sital
Guest
0

Bobwins,
Any idea what company he refers to as The Delaware Basin Gem ? Thanks
Sital.

Edward Tschudy
Guest
0

Linde ….the compressed gas company is working with a local company and has in operation four Frcking Rigs in the Penn, Ohio, W Va and Colorado that frack using Liquid nitrogen or Liquid Co2 to frack wells. Elimiates the Fracking Fluids the An ti Frackers are fighting
Googlr LINDE FRACKING
y friends Daughter is Datingone of yhe operators and I a trying to get a set-down with him

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thinairmony
Guest
0
With green energy being the future, I have one question. Do we not (U.S.A.) have oil reserves available that can just be extracted from the ground with out using the costly fracking of shale and tons of contaminated sand and millions of gallons of contaminated H2O? The only reason I ask is because, I never have heard but assumed we had oil that we could get to from just simply pumping it. I just never thaught about it. But I would think you would get the easy oil first and do more inventive ways in the mean time to figure… Read more »
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thinairmony
Guest
0

http://science.howstuffworks.com/environmental/energy/oil-drilling8.htm This is a good article, answered my question about oil drilling. Hopefully I can log in tomorrow been having issues for over a week.

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thinairmony
Member
-207

Found this after further research it’s amazing , oil is basicallywhat the gold standard was. http://www.mintpressnews.com/americas-1-oil-doesnt-really-matter/194076/ check out this link also interesting.http://www.greeleytribune.com/news/local/fracking-101-breaking-down-the-most-important-part-of-todays-oil-gas-drilling/

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wade3
Irregular
91

Martin, I see that Select Sands’ CEO was replaced today. Is that a good or a bad thing?

wade3
Irregular
91

Correction: CEO replaced a short time ago…Is that just a natural course of things or a sign of trouble within the company?

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rocketman
Member
356

Here’s a detailed article on Select Sands.

https://miningwealth.com/initial-thoughts-on-select-sands-corp/

takeprofits
Guest
0
Thank you Rocketman for posting the excellent article on SELECT SANDS even though the author initially takes a somewhat neutral stance, in the end he provides some valuable insight. What first attracted me was that as a precious metals analyst I first ran across it due to their gold project and previous experience with other projects established by Rasool Mohammed who is a very smart operator, and that is what I do, follow management teams with a positive track record. Somebody asked whether a recent change in management is a good thing or a bad thing, and my answer is… Read more »
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Kathy
Irregular
2

Well said, Myron. I purchased SLSDF last week and look forward to making a nice profit on this stock. I’d be interested to know what other speculative stocks you are looking at right now.

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smaihar
Irregular
40

WHats your entry Kathy. I am looking to buy SLSDF too but not sure where should I enter ?

Kathy
Guest
0

I put in a limit order through Fidelity at 95 cents and it went through on Jan. 6th.

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Val
Guest
0

Frac sand company is a penny stock which my broker can’t sell. Too bad

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dadomkatto66
Irregular
0

I just wanted to thank you guys. I bought the stock after your review @ $1.03 and has now reached $ 1.45.
Whether the stock will go up from here or not, you proved you know what you are talking about.
Greatful
SLSDF

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Kathy
Guest
0

And I bought in at .95. Thank you, Travis!

wade3
Irregular
91

I know ups and downs are part of the game, but anybody have a clue as to why SLSDF has been dropping so for the past week?

wade3
Irregular
91

With oil prices still drooping, Martin, any change of your opinion on SLSDF (Select Sands), which you touted early this year?

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Funguy
Guest
0

Does anyone else feel like this stock was talked up big time then ghosted? Over a year since an update. Was lauded at 3x current price level, and while most important (for a startup) milestones were plans only. Many of those milestones have been realized so what’s up with the silence? Cashed in after the fast price rise and moved on? Not exactly what I’m accustomed to from SG. Any others feel similarly? Am I missing something?

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hedy1234
Irregular
1477

Funguy

This was a Stock Gumshoe pick? I didn’t think Travis made picks……

He does have a portfolio of his person holdings that he keeps us updated on but I do not believe he makes stock picks. Rather he breaks down ads for newsletter to let us know what they are pushing. Not his picks.

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Funguy
Guest
0

Never said it was a pick… If memory serves it was a tease as a “Trump” stock. Hendrixnuzzles wrote extensively about it, seemingly for good reason(s), which is what I referred to. Sorry if I’m mixing and matching forums on this one. Regardless, not a word on this since over a year ago despite considerable development as a business. Others have asked for an update also, to no avail.

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Travis Johnson, Stock Gumshoe
Admin
9405

This was a teased pick that Myron wrote about. He hasn’t been active lately for health reasons, I’ve never looked at it or followed it myself, and we do not routinely follow up on each reader stock we cover.

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Wade
Guest
0

As Travis said, a once fairly regular contributor touted it, calling it I believe a “no-brainer.” Alas, I was one of the no-brains who invested in it. My faux pas, I’m an adult. Anyway, there’s been no followup, probably for good reason, given how no-brainer has so sunk.

Travis Johnson, Stock Gumshoe
Admin
9405

As I recall, the “no brainer” term came from the ad we were writing about, not from our commentary.

Though Myron was certainly positive on the stock as well. Don’t know how he feels about it today.

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Funguy
Guest
0
Sorry to hear Myron isn’t well…here’s hoping for a speedy recovery. $SNS long., small position. I’ve been following the company loosely and they appear to have achieved a significant amount in the past year or so. Operations are in full swing. Revenue is rising. The resource base is expanding. Demand is increasing from their principal target market (Permian). Rising oil prices add to the positive picture. Sure, prices can slide for any (or no) reason but this seems like a MUCH better value now than when first teased. Anyone else following with another take?
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Kathy
Irregular
2

Wade: I feel your pain. I lost quite a bit on this stock. I distinctly recall reading Myron’s article and feeling that this was the best stock tip I’d ever received from this newsletter. So I bought quite a few shares at .95 and finally let it go several months ago at a significant loss. I share your sentiment: my faux pas … lesson learned.

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Funguy
Irregular
12
Wade, have you looked at numbers and operations recently? I would love another set of eyes (and brain) on this one, as I am seeing only reasons to add. Original premise still holds (significant shipping cost advantage to Permian coupled with strong and increasing demand) plus a (now) functional operation that is closing in on profitability and expanding the resource. Management appears to be doing exactly what one would reasonably expect and want them to do. I took a starter position early so am near even. That’s not really important, just sharing my particular situation…but at this price and stage… Read more »
wade3
Irregular
91

Funguy, I’m flattered but I’m hardly a stock analyzer. I have looked at their year-end report, though, which like you have said, looked extremely promising, numbers up, business expanding, etc., but then again, it’s a company report. Why has its stock value then crashed so? Energy of course has not recently been the chichi sector to be in, but still…Maybe it’s now a case of buying low, but I was hoping that was the case when I first purchased!

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Funguy
Irregular
12
Wade, Yeah, it’s always a challenge to gauge how much reporting should be taken as factual and not PR or wishful thinking. But nothing I’ve read or heard leads me to believe the general picture here is inaccurate. The volatility doesn’t surprise either with a stock price that rises and falls fast and hard. Nothing really unusual there. That said, I am somewhat relieved no one has offered up an obvious defect I’ve missed, just buyers remorse since it didn’t fly high and stay high. If I had a nickel for every stock that qualified for those sentiments, lots of… Read more »
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wade3
Irregular
91

A nice rise for SLSDF today. Must be some connection to the turnaround in the national policy toward Iran, as “Trump’s America” turns inward. (?!?) Of course tomorrow no doubt there will be a precipitous drop to balance off today’s jump!

Funguy
Guest
0

Marginally helped by prospect of removing a few million barrels/day of Iranian oil? Far more significant, IMO, is 2.5x avg volume yesterday on an up day, a VERY positive signal. Well deserved after 2 consecutive quarters, major milestones accomplished and long runway.

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Funguy
Guest
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Sorry, coffee clearly hadn’t kicked in yet….should read: Marginally helped by prospect of removing a few million barrels/day of Iranian oil? Far more significant, IMO, is 2.5x avg volume yesterday on an up day, a VERY positive signal. Well deserved after 2 consecutive PROFITABLE quarters, major milestones accomplished, and long runway.

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Funguy
Guest
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Just saw this reporting announcement

wade3
Irregular
91

Another fine market for Selects Sands (SLSDF), up nearly 12% for the day. Now I’m back up to nearly one-third of my original investment; it pays to be patient, eh?

Funguy
Guest
0

Select Sands SLSDF / SNS.V If I’m reading this company right, and obviously barring significant negative unforeseeables, we should be happy with this company within a few more quarters. Hoping (more expecting) the 1Q18 report due in a couple days shows a third consecutive (and growing) quarterly profit. Here’s to kicking ourselves next year for not backing up the truck at today’s price.

Funguy
Guest
0

Results for 1Q18 scheduled for May 18th, 11:00 AM EST.

Funguy
Irregular
12
Long $SNS.V, fp, + adding on dips based on continuing profitable operations and gains outlined in the 1Q18 earnings report. $SNS.V / $SLSDF could reasonably trade in the USD $1.30 to 1.50 range 3-4 quarters down the road if operations, sales & pricing simply remain at current levels, and applying a very conservative 10x PE. That also doesn’t factor expanded volumes from a recently expanded resource base which will add substantial production capacity and some efficiencies. Myron still appears to have been spot on with this one, despite the wild ride in stock price. My confidence in this company rises… Read more »
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wade3
Irregular
91

Thanks, FG, for your due diligence. Will seriously consider your analysis, though human nature being what it is, it is a psychological challenge to buy more of something you’ve already taken a huge hit on. The energy sector as a whole though is due a nice rise.

Funguy
Guest
0
Fair enough about perceptions for those who have lost $ here, Wade. I’m more than hanging in there and still foresee a significant price rise as the single most likely outcome. Second most likely outcome is a short-term hiccup that delays sustained profitability and consequent rise in share price. Consider just a few basics: Fracking appears here to stay (and the primary reason the US is now an oil exporter.) Drilling tech is lengthening bores, requiring ever more frac sand. Re-fracking those lengthening bores (and most tight oil bores) multiple times is cost-effective. Supplies of high-grade frac sand remain limited… Read more »
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wade3
Guest
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Fully appreciate and value your logical insights. Everything you state makes total sense. Yet despite all that, not to mention the glowing first quarter report, Sands’ stock keeps dropping, as it been doing so, more or less, for more than a year, and besides low oil prices (which are now rising), I just don’t know why. I wish I had paid more attention to following “Momentum” investing–go with what’s trending up, not down–but perhaps this is the time when savvy investors can follow the oft-quoted-but-seldom “Buy-Low” scenario. I , too, have tried to contact Myron for his current take on… Read more »
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Funguy
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