Sector Expert: John Licata
Blue Phoenix Inc.
John J. Licata is chief commodity strategist at Blue Phoenix Inc., an energy/metals independent research and consulting firm based in New York City. He has appeared regularly in the media (CNBC, Bloomberg TV/Radio, Business News Network, Barron's, etc.) for his insights and forecasts in the commodity spectrum.
John Licata: Oily Names with Gas Assets (8/10/10)
Blue Phoenix Inc.'s Chief Commodity Strategist John Licata says BP's Deepwater Horizon accident in the Gulf has already resulted in oily names acquiring gas names. And it will soon lead to more JVs as companies try to mitigate the risk of deepwater drilling. In this exclusive interview with The Energy Report, John tells us why he's bullish on natural gas, why he sees more M&A activity ahead and offers some E&P and services names that could ultimately benefit from the rapidly morphing oil and gas landscape.
"It's no longer just an energy market. It's no longer just a metals market. It's just one commodities market," says John Licata, chief commodity strategist at Blue Phoenix, Inc. John thinks that the lines between commodities will continue to blur as companies diversify their metals and minerals holdings. He also thinks gold will approach $1,375 by year-end, and that a major uranium producer will soon be snapped up by Asian interests. It's all in this exclusive interview with The Gold Report.
John Licata: Gold Stands Its Ground (4/5/10)
Gold prices continue to climb and John Licata, chief commodity strategist at Blue Phoenix Inc., says he sees reason to be optimistic about gold's future. In this exclusive interview with The Gold Report, John says that as inflationary pressures present themselves, gold prices will continue their upward move. He also sees silver, platinum and palladium as interesting plays for investors.
"natural gas opportunities onshore are very attractive"
The Energy Report Interview with John Licata
"even more attractive takeover target in a rising economy"
The Gold Report Interview with John Licata