“You can’t connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future.” -Steve Jobs   Following the wise words of a visionary like Jobs, before peering into the future and envisioning what could become an insatiable demand for Cobalt we must look to the past. What...

GSE Systems (GVP, NYSE) – Market Cap = $62M GSE is a pioneer and one of the world’s leaders in providing high-fidelity nuclear plant simulators and performance improvement solutions. Since building the first commercial full-scope nuclear power plant simulator in 1977, GSE has installed more than 1,100 simulation and training programs in 50 countries. My 154 word...

What?… Back in 2014, a more prosperous time for petroleum companies, TAG Oil (TAO, TSX) invested more than $10 million drilling 3 deep wells targeting the Eocene-aged Kapuni formation which lies below its producing Cheal field in New Zealand.  One of those wells, Cardiff-3, reached a total depth of 4,863 meters, intersecting all 3 zones (the upper McKee, the K1A,...