Report Navigation Welcoming Comments 1. Quarterly Reports Review of 26 Companies’ Q3/23 Results. 2. Company Lists Covered Companies & Valuation Analysis. Company Links. 3. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 4. Disclosure List SERSI & Family/Staff Ownership Disclosure. Welcoming Comments The cut-off date for this SER report’s data was Thursday […]
Schachter Energy Report: November 23, 2023 Read More »
Previous Index Next Quarterly reports This section covers 26 companies on our coverage list reporting their Q3/23 results. Alvopetro Energy (ALV-V) Birchcliff Energy (BIR-T) Bonterra Energy (BNE-T) Canacol Energy (CNE-T) CES Energy Solutions (CEU-T) Crescent Point Energy (CPG-T) Crew Energy (CR-T) Enbridge (ENB-T) Ensign Energy (ESI-T) High Arctic Energy Services (HWO-T) InPlay Oil (IPO-T) Journey
SER: November 23, 2023 – 1. Quarterly Reports Index Read More »
Previous Index Next Coverage list Energy & Energy service companies • price as of november 15, 2023 *Disclosure: Ownership by JIS or immediate family memberNo new positions either Buy or Sell can be undertaken by anyone at SER until 5 days after an Action Alert has been sent out Valuation List Energy & Energy service
SER: November 23, 2023 – 2. Coverage & Valuation Lists Read More »
Previous Index Next Performance Review You can always find the most recent Action BUY List under reports. Reminder We are long-term value investors, and our intent is on helping individual investors create the best possible energy portfolios now while conditions are volatile. We recommend taking advantage of stocks when they are at low-risk entry points
SER: November 23, 2023 – 3. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We added a new position on November 10th. Southern Energy (SOU-V) was added on November 2nd to the Action Alert BUY List and we waited the requisite five business days before buying the shares of SOU for ourselves. This is a natural gas play in
SER: November 23, 2023 – 4. Ownership Disclosure List Read More »
Q3 2023 Alvopetro energy Quarterly report Ticker symbol: ALV-V View ALV-V Company Page Financial Highlights ALV Q3/23 REsults & analysis Alvopetro is focused on producing natural gas and liquids in the state of Bahia, Brazil. ALV had a production decline of 36% in Q3/23 to 1,696 boe/d from 2,642 boe/d in Q3/23 due to ‘temporary
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Q3 2023 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q3/23 REsults & analysis Birchcliff is a Montney natural gas company which has focused on bringing on production while keeping a tight focus on costs. Birchcliff’s production fell 5% in Q3/23 to 74,143 boe/d (81% natural gas) versus 78,079
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Q3 2023 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q3/23 REsults & analysis Bonterra’s main production area is the Cardium oil pool in the Pembina & Willesden Green area. It has an extensive inventory of locations and has a long RLI of 17 years for 1P and >21
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Q3 2023 Canacol Energy Quarterly report Ticker symbol: CNE-T View CNE-T Company Page Financial Highlights CNE Q3/23 REsults & analysis Canacol is a natural gas producing company in Colombia S.A. receiving US$4.14/mcf operating netback in Q3/23 (US$3.73/mcf in Q3/22). CNE has exciting growth upside from exploration and development. Revenues in Q3/23 were US$77M up 9%
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Q3 2023 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q3/23 REsults & analysis CES Energy Solutions is an energy service company with operations in Canada and the US that provides technically-advanced chemical solutions used throughout the life-cycle of the oilfield in North America. In their drilling fluids
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