Our Motto: “Always Rise Above!”

Blue Phoenix, which was founded in early 2005, is a leading independent research and consulting firm focused on energy and base metals. The company provides timely independent, thought provoking macroeconomic futures/equities research that helps our clients (hedge funds, mutual funds, private equity firms and private and public energy/metals companies) make strategic capital decisions. Our aim is to uncover hidden, often under the radar type opportunities within the commodity space as well as unearth real-time trading scenarios.

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. Recently, our Chief Commodity Strategist, John Licata, was nominated “Up and Comer Natural Gas Analyst” in the 2010 Institutional Investor All-America Research Team Poll.

Blue Phoenix Energy/Metals Consulting

• Provide in depth analysis of current business operations and strategic alternatives to maximize shareholder value
• Develop positioning of the company “story” and roadshow presentation
• Deliver unique industry viewpoints and advisory services that clients can utilize to achieve global growth targets
•Conduct industry briefings with client management, on industry developments, regulations, investor presentations, growth opportunities and potential global alliances/partnerships that specifically affect client’s business
• Design long term financial options to protect current investments—i.e. hedging, option strategies, alternative investments and other risk mitigation strategies
• Provide insight on US political conditions and “early warning signals” for clients on relevant geopolitical developments
• Introduce clients to other public/private management teams which result in strategic partnerships
• Keynote speaker or guest lecturer at conferences/meetings
• Moderator or participant on energy expert panel

Forecasts

Back in 2002, Blue Phoenix Inc. Chief Commodity Strategist, John J. 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 (another Wall Street Trifecta). Every one of the calls listed above have been mentioned in the media and documented by Bloomberg.

Sample Research

Click here to see Blue Phoenix analysis on Casey’s General Stores (CASY) and our prediction from June of 2009 that Canada’s Couche-Tard Inc. would make a takeover attempt.

Click here to read Blue Phoenix’s thoughts on Egypt and how Apache (APA) could be positioned very nicely in the region.