Big Picture Speculator

DVS 6000 - A Blockbuster Product?

In the world of oil field chemicals, new products have to be price and performance competitive. Diversified Industries Ltd. (TSX Venture:DVS) has developed such a product. While Diversified has rapidly growing sales in production and process chemicals, supplying customer specific blended product, proprietary chemicals and bulk commodity chemicals, their blockbuster high-margin product is DVS 6000.

Diversified's scavenger technology, DVS 6000, has been developed for several applications in multiple industries for the removal of hydrogen sulphide (H2S) from gas, oil, air, or water.  They chose to focus their efforts on marketing DVS 6000 to the Western Canadian oil and gas industry as a primary market but have also generated ongoing interest from the United States and overseas markets.  DVS 6000 is non- corrosive, water-based, non-flammable, has a mild odor, has an extremely low freeze point (below -45°C), and is competitive in price.  It contains no formaldehyde or any of the toxic additives commonly found in competitive products. It is also non-flammable and non-corrosive, enabling it to be non-regulated under the Transportation of Dangerous Goods Act of Canada and making it safe to transport by air, land and sea. In addition, the by-product is easy to dispose of due to its small micron size; as well, when compared to caustic soda and ammonia, DVS 6000 has the potential to produce as little as 10 times less by-product.

DVS 6000 works longer than caustic soda and ammonia, resulting in less product to inventory, less shipping and handling costs, less by-product, and less disposal costs - all of which save the distributors and end users money and make DVS 6000 a smart product choice.  It is a safe and effective alternative to other hazardous scavenger technologies.  The product can be used in truck scrubbers, stationary scrubbers, vent gas scrubbers, under-balanced drilling, fuel gas scrubbing, down-hole scrubbing, well bleed downs, tank and vessel decontamination, vacuum truck scrubbing, plant shutdowns, flushing of coil tubing, flushing of pipe and pipelines to neutralize H2S, and in the majority H2S safety related situations.  Ongoing lab testing and field trials are a significant part of day-to-day operations in order to further market penetration.  In addition to this, with the assistance of the research and development team of CFR Chemicals Inc., Diversified Industries Ltd. will continue to invest in new product development for unique oil and gas applications.

Diversified currently has several non-exclusive distribution partners for it's DVS 6000 H2S scavenger technology. They continue to work with various distribution partners in order to increase sales and marketing efforts on DVS 6000. In Canada, Diversified has built strategic relationships with Dial Oilfield, Strike Oilfield Services and several oil and gas producer companies. Diversified continues to work with several other companies both in Canada, the United States and abroad in efforts to expand DVS 6000 sales and distribution.

I am an investor relations consultant to Diversified Industries (DVS.V)

Irony

I thought this headline was very ironic... 'Free Tibet' flags made in China

A Change is Gonna Come

Over the next few month's I'll be changing my fractured online presence by integrating the current sites of www.bigpicturespeculatorblog.com, www.bigpicturespeculator.com and JimLetournreau.com. I've been building things as I go and it is time for some integration.

Testy Traders

Maybe we need "a diversity of hormone profiles" in the trading business.

The CBC's "The Current" host Anna Maria Tremonti investigates Testosterone-Driven Trading (scroll down to the bottom third of the page)

Lets face it, we're still animals. 
Thanks to Ray Smith for passing this along!

This Country is Different!

Mining companies operating in a "risky" country ALWAYS minimize the political risk. You're told that you'll be feeding kitty a saucer of milk and you end up locked in a cage with an ambush of tigers that haven't been fed in a week. OUCH!

This weeks massacre comes courtesy of the equatorial country of Equador (was that redundant?). Aurelian Resources (ARU.TO), Corriente Resources (CTQ.TO) and Dynasty Metals and Mining (DMM.TO) all took big haircuts.

When Aurelian was tading at $5.04, the Financial Post reported that "Ecuador's President is making assurances that he supports large-scale mining." Aurelian closed today at $3.71.

If you like drama, buy resource stocks where there is some "country risk". This is one subject that mining companies never exaggerate about.

Interview with Dave Russell of Apollo Gold (AGT, APG.TO)

Apollo Gold is a gold mining and exploration company which operates the Montana Tunnels Mine, which is a 50% joint venture with Elkhorn Tunnels, LLC, in Montana, the Black Fox advanced stage development project in Ontario, Canada, and the Huizopa project, an early stage exploration project in the Sierra Madres in Chihuahua, Mexico. Apollo recently released a bankable feasibility study for its Black Fox project near Timmins, Ontario.

Click here to listen to our interview with Dave Russell, President and CEO of Apollo Gold

Join our email list to find out about other great small cap resource companies.

Fred Rumak of PanTerra on BNN

Fred Rumak, President of PanTerra Resource Corp. was interviewed in BNN last Friday.

Click here to find out more about PanTerra - Saskatchewan: Next shale gas hotspot.

I am an investor relations consultant to PAN.V

Profitable Podcasts

We interviewed Duncan Hamilton of Greentree Gas and Oil (GGO.V) and Louis Paquette of Emerging Growth Stocks on Wednesday afternoon. Louis has a great blog that is well worth checking out.

Listen to Duncan Hamilton - he covers the Wavefront JV at Rodney South, the upside potential of Rodney Unit #3, drilling an untested oil structure, a JV with US Steel and the shale gas potential of Ontario.

Listen to Louis Paquette - talks about the gold and commodity complex correction, big moves in potash, and talks about food vs. fuel.

Pescod Pokes Fun

Canaccord uberbroker, David Pescod, made mention of a couple of companies that I've been working with in Wednesday's Stockwatch Late Edition. It's all about the 8's.

WAVEFRONT ENERGY          (V-WEE)  $2.35  +0.03         
PANTERRA RESOURCES         (V-PAN) $0.295  -0.01
TIREX RESOURCES         (V-TXX) $3.00   n/c

He looks like Drew Carey, only the hair is longer and disorganized and the suit a little disheveled and those are not our words to describe Jim Letourneau of the Big Picture Speculator...that’s his fiancée’s Julia’s words.

The two of them are expected to experience wedded bliss on 08/08/08 and you’ve got to think there is some sort of mythical interpretation to that date, but even for these thoughts are that Letourneau’s speculator has had two interesting calls over the last few months that have created more
interest in his newsletter.

The first call was Wavefront Energy and considering his technical knowledge of the oil and gas business, he has spent a long time over the last while trumpeting their technology and how it can enhance recovery in old oil fields.  Their stock over the last few months has finally responded in a big way.

In the past few days, Panterra Energy, a company with huge land holdings in Saskatchewan but very little in the lines of production anytime soon, has attracted attention because of a Calgary Herald article.  In that article, they mention 60 trillion cubic feet as potential and Letourneau and a few others
are suggesting that number is probably more than a little aggressive at this point in the Company’s history , but the stock has definitely responded.  Maybe they’ll have some money to play with shortly to find out what they really have.

With two stocks finally having a little joy, we go back to Letourneau looking for another story we should be following and fully expecting some esoteric high-tech oil and gas pick, he instead goes with a mining story.  Oh my goodness, all those thousands of mining stories out there and so few ever amount to anything, but he is a big believer having met some of the geologists behind the play and some of the company officials, he is convinced it is one of the more significant mining stories out there and is an admirer of the Company’s President, Bryan Slusarchuk.

If he had to buy only one stock today, he says Tirex Resources would be it.  Ironically, we will be having an interview with Tirex Director and Founder Neil Briggs in the next few days and we have to admit that we already own some shares of Tirex...so we hope Jim is right.

I'm an investor relations consultant to WEE.V, PAN.V and a shareholder of TXX.V

Missing MEG

The Calgary Mineral Exploration Group (MEG) is holding its 17th annual Calgary Mining Forum from April 15-18th.

Unfortunately the Association of Professional Engineers Geologists and Geophysicists of Alberta (APEGGA) is holding its Annual Conference with the them "Rock Solid Professionalism" over some of those same days.

Since many of the province's mining geologists are going to be in Calgary, I'm now facilitating a seminar on Friday called Mining in 2008: Diamonds, Gold and Uranium.  Trying to find speakers was nearly impossible as many were on other continents during the planning stages. Fortunately Pam Strand and Mike Dufresne did commit to providing some quality content. Here are the subjects for Friday:

• Gold and Diamonds, Current Status
• Diamonds: From Kimberlite to Jeweller
• Uranium Mining: The Big Picture
• Iron, Coal and Steel: The Building Blocks
• The Basics on Base Metals