Blue Phoenix Inc.

Our Motto: “Taking Research & Advisory to New Heights”

What does Blue Phoenix Inc. bring to the table?

Target Research

Blue Phoenix, which was founded in early 2005 by Chief Commodity Strategist, John J. Licata, provides timely independent, thought provoking macroeconomic futures/equities research based on in depth fundamental global analysis and industry expertise within the energy (refiners, E&P, oil service, drillers, alternative energy) and metals (miners) sectors respectively (something buy-side firms find more value in). Over the last several months, Blue Phoenix has featured/commented on the following companies: Bear Creek (TSX: BCM), Argentex (TSX: ATX; OTCBB: AGXM), Anglo American (AAL in London; Forest Oil (FST), AGL in Johannesburg; AAUKY in US), Petrobank Energy and Resources (PBG on TSX); Alon USA Energy (ALJ), American Superconductor (AMSC), Casey’s General Stores (CASY), ConocoPhillips (COP), CVR Energy (CVI), Delek US Holdings (DK), Berry Petroleum (BRY), Eni S.pA. (E), Exxon Mobil (XOM), Fronteer Development (FRG), Fuel Tech (FTEK), Gerdau S.A. (GGB), Hess Corp. (HES) LDK Solar (LDK), Natural Gas Services (NGS), NGAS Resources (NGAS), Occidental Petroleum (OXY), Oilsands Quest (BQI), Respol (REP), St. Mary land & Exploration (SM) and Stillwater Mining (SWC). Our aim is to uncover hidden, often under the radar type opportunities within the commodity space as well as unearth real-time trading scenarios.

Relationships

Through the years, Blue Phoenix has continued to develop concrete relationships with many junior/emerging energy and metals companies. Blue Phoenix has beefed up associations in recent times include refiners, miners, alternative energy plays, E&P players and companies developing Canadian oil sands. Blue Phoenix does also have strong relationships with energy and metals companies focused domestically and abroad.

Credibility

Back in 2002, Mr. Licata forecasted that gold prices would spike to at least $700 within three years. In 2003, predicted the surge in crude oil prices to reach $55 within 24 months. In 2004, called for the decline in the dollar and the rise in copper. In 2004, he talked about using ethanol as a means to extend gasoline supplies and as a cleaner alternative fuel to mbte. In 2005, went bullish on silver prices at $6. In 2006, raised gold forecast to $850 within 18 months. In late 2006/early 2007, Mr. Licata said on Bloomberg TV that he was forecasting crude oil to top $90pbl, the Euro to trade above $1.40 and gold to end 2007 near $850/oz (a Wall Street Trifecta which came true). In 2008, predicted $110 crude oil and $1,000 gold (something also mentioned in the media in 2007). In 2009, forecasted $80pbl crude oil and €1.50 EUR/USD; currently the $1,200 target on gold is close but still pending. Every one of the calls listed above have been mentioned in the media and documented by Bloomberg

Advisory Services

Within the energy/metals space, Blue Phoenix Inc is a leading analytical source of market intelligence. Our global reputation as a primary source for independent energy and metals research continues to be validated with regular guest spots on CNBC, FOX Business, BNN and Bloomberg Television. Our recent analysis identifies a growing need for smaller sized commodity companies to hire outside industry specialists to help them analyze mergers & acquisitions, joint venture partnerships, new regulations, hedging and capital raising opportunities. Blue Phoenix can strategize with contracted management teams as needed on industry developments, regulations, growth opportunities and potential alliances/partnerships. The co can offer accessibility and unique industry viewpoints/advisory that contracted companies can tap in order to set and achieve goals. Blue Phoenix can help formulate talking points of interest for quarterly conference calls and investor presentations. When needed, Blue Phoenix has the capacity to make introductions to tap into private equity while deals are being consummated, M&A sought out, marketing planned and to further R&D and capex plans to maximize growth at a time when alternative energy becomes a high priority under President Barack Obama and supplies of precious metals globally are falling.