Trump's First Moves and Your Next Big Stock Opportunity!

Source: Ron Struthers 01/22/2025

Ron Struthers of Struthers Resource Stock Report looks at a survey that highlights what Trump should focus on and a new stock that he believes will really have a big impact on the environment.

There is little economic news this week, but there are a few items near the week’s end, so we will have a look into some of what politics are doing to the economy. And an in-depth look into a real environment changer.

Of course, the big news is Trump’s inauguration and all his immediate actions that are all over the news. It was like no other transition in history. So far, Trump is doing what he said he would and what he was voted in for. Interesting is an Epoch Times survey of more than 26,000 readers. This is a large sample for a survey, and I would describe the news outlet as somewhat leaning right.

These are the key policy areas their readers think the incoming administration should focus on. I list the combined percentage of very important and extremely important items:

Border Security and Deportations – 98%

Government Spending and Debt Reduction – 98%

Certainly, on day one, there was unprecedented action at the southern border. Trump declared it a national emergency and will move the military in. Also, he declared the Mexican drug lord gangs terrorist groups. There is not much on the government spending problem, but Trump will face the debt ceiling being reached on day two of his presidency.

Although a compete freeze on new government hiring with limited exceptions. Federal workers will have to report to the office in person. No more “work from home, that should improve productivity.

Military Strength and National Security – 95%

Trump said he would make the military strong, but the only action he offered military personnel who were dismissed for refusing COVID-19 shots to come back and get full back pay. There were over 8,000 that quit because of mandatory shots, but few came back when the mandate was ruled illegal in 2023.

Perhaps full back pay that could amount to around three years’ pay might entice more? He said he would invoke an archaic federal law, the Alien Enemies Act of 1798, to eliminate “foreign gangs and criminal networks.” Something is needed with the high crime, so let’s see what he actually does.

Election Integrity and Voting Laws – 92%

Energy Independence and Fossil Fuel Production – 93%

Not much has been done on this front yet, but we all know he favors oil and gas development and says he will reduce development bureaucracy. I wonder what it will take to undo all the last-minute development areas that Biden blocked for oil and gas development? How will he fill the SPR?

And at the bottom of the list Climate Change and Renewable Energy Investment – just 15%. Some immediate action was taken here, opting out of the Paris Climate Accord, Trump revoking mandates for EVs, and permitting for wind energy projects was halted. Trump is delaying the ban on TikTok, and perhaps he hopes a deal can still be made. Cryptocurrency went wild on hype as ‘TRUMP’ crypto debuted on the weekend. It soared from $12 to $78. I wonder who is benefiting from this? Probably a Musk and Trump idea.

There were no tariff announcements, as it sounds like this will be held off until February 1, but the Mexican peso fell anyway, and the Canadian loonie fell to a 5-year low, hitting $0.69 and bouncing back some.

Zefiro Methane

^{Recent Price – CA$0.69}

^{Entry Price – CA$0.90}

^{Opinion – Strong Buy}

Zefiro Methane Corp.’s (ZEFI:CBOE; ZEFIF:OTC; Y6B:FRA) subsidiary, Plants & Goodwin (P&G), has been awarded eight projects by the state government of Ohio. The work includes Zefiro’s environmental remediation specialists plugging 50 oil and gas wells located across the state to mitigate an array of potential public health threats.

The effort to seal these potentially noxious sites has been led by Zefiro’s senior VP of business development, Luke Plants. P&G crews have already plugged 20% of the sites that comprise this initiative and currently have four full-sized rigs deployed in communities throughout Ohio to help remediate the project’s remaining wells.

Zefiro’s continuing work in Ohio is the latest in a series of commercial initiatives that the company has undertaken to expand its operational footprint across North America. This includes opening a new operations facility in West Virginia, completing strategic acquisitions of Ohio and Pennsylvania-based entities that bolster the company’s client service capabilities, and working with numerous government partners throughout the continent, including the U.S. National Park Service, the State of New York, the Commonwealth of Pennsylvania and the Province of Alberta, on numerous landmark well remediation initiatives. Zefiro’s Luke Plants was featured in the U.S. Department of the Interior’s “Orphaned Wells Program Annual Report to Congress.”

Mr. Plants’ quote, which appears on Page 49 of the report, is reprinted below.

“Thanks to BIL funds, my business has established a robust training program that includes a comprehensive six-month apprenticeship for new hires. Our equipment now meets or exceeds industry standards, creating a safer working environment and ensuring that well-plugging is performed to a high standard, maximizing value for the American public. With our current headcount of 135, we’ve expanded our workforce by 40% as a direct result of this funding. BIL projects have also stimulated local economies by increasing demand for lodging, food services, and contract materials. Moreover, the predictability of future funding opportunities through the BIL has given business owners the confidence to invest in additional fixed assets, further stimulating American manufacturing. None of these positive economic effects would have been possible without federal stimulus support.”

The company is growing very fast, but the market has not caught on to this new company yet.

They are also expanding into Alberta, Canada.

Zefiro secured a membership position within the Drilling and Completion Committee’s mature asset strategy working group to stem the proliferation of orphaned and marginal oil and gas wells throughout Alberta, Canada. Zefiro founder and CEO Dr. Talal Debs first acknowledged the company’s involvement while appearing alongside the government of Alberta assistant deputy minister for air, climate, and clean technology Patrick McDonald as a presenter and panelist at the United Nations’ 2024 Climate Change Conference (COP29) in Baku, Azerbaijan.

There are estimated to be 170,000 sites throughout Alberta that can leak methane gas. Methane gas is capable of being 25 to 85 times as potent as carbon dioxide emissions in terms of trapping heat in the atmosphere. As I estimated before, each site is approximately US$100,000 to remedy, so Alberta alone represents a US$17 billion revenue opportunity.

In a global news report, Alberta’s energy minister is promising strong action by next fall to clean up the province’s growing backlog of unreclaimed oil and gas sites. The estimates in this article are a lot larger than those highlighted above. Alberta government figures show the province has nearly a half-million energy wells. Less than a quarter are reclaimed.

The squeeze between growing environmental liabilities and falling revenue has many worried about who will pay the cleanup bill. The tab has been estimated at anywhere from CA$59 billion to CA$260 billion.

Check this 3-minute CTV News video from a year ago on the Alberta orphan well problem. These are wells from companies that are gone or are bankrupt so the reclamation liability is in limbo. Also reclamation rules are too lax.

This is a real environmental problem not some poor science conjecture of man made carbon causing climate change. I take heart that investing in Zefiro I am doing something that obviously helps the environment.

The chart looks very good, the stock is down near support and a wedge pattern has developed where it has started an upside break out. I expect the stock will fill the gap going to about $1.10 and we will see from there.

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Important Disclosures:

1. Ron Struthers: I, or members of my immediate household or family, own securities of: Zefiro Methane Corp. I determined which companies would be included in this article based on my research and understanding of the sector.
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Struthers Resource Stock Report Disclosures

All forecasts and recommendations are based on opinion. Markets change direction with consensus beliefs, which may change at any time and without notice. The author/publisher of this publication has taken every precaution to provide the most accurate information possible. The information & data were obtained from sources believed to be reliable, but because the information & data source are beyond the author’s control, no representation or guarantee is made that it is complete or accurate. The reader accepts information on the condition that errors or omissions shall not be made the basis for any claim, demand or cause for action. Because of the ever-changing nature of information & statistics the author/publisher strongly encourages the reader to communicate directly with the company and/or with their personal investment adviser to obtain up to date information. Past results are not necessarily indicative of future results. Any statements non-factual in nature constitute only current opinions, which are subject to change. The author/publisher may or may not have a position in the securities and/or options relating thereto, & may make purchases and/or sales of these securities relating thereto from time to time in the open market or otherwise. Neither the information, nor opinions expressed, shall be construed as a solicitation to buy or sell any stock, futures or options contract mentioned herein. The author/publisher of this letter is not a qualified financial adviser & is not acting as such in this publication.

( Companies Mentioned: ZEFI:CBOE;ZEFIF:OTC;Y6B:FRA, )

Source: https://www.streetwisereports.com/article/2025/01/22/trumps-first-moves-and-your-next-big-stock-opportunity.html