Total US Inventories Grew By 13.2 Mb Last Week. Crude Prices Under Pressure. Global Economic, Political & Military Update Bearish commentary from the Fed meeting notes and repetitive comments by Fed officials that they see no reason to lower interest rates in the near term has spooked markets. There have even been some officials saying […]
Eye on Energy: May 30 Read More »
Report Navigation Welcoming Comments 1. Quarterly Reports Q1/24 Results For 20 Companies: Canacol Energy (CNE-T), CES Energy Services CEU-T), Enbridge (ENB-T), Ensign Energy Services (ESI-T), Gran Tierra Energy (GTE-T), NuVista Energy (NVA-T), Obsidian Energy (OBE-T), Paramount Resources (POU-T), Pembina Pipeline (PPL-T), Petrus Resources (PRQ-T), Precision Drilling (PD-T), STEP Energy Services (STEP-T), TC Energy (TRP-T), Topaz
Schachter Energy Report: May 30, 2024 Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers twenty companies reporting their Q1/24 results. Canacol Energy (CNE-T) CES Energy Services (CEU-T) Enbridge (ENB-T) Ensign Energy Services (ESI-T) Gran Tierra Energy (GTE-T) NuVista Energy (NVA-T) Obsidian Energy (OBE-T) Paramount Resources (POU-T) Pembina Pipeline (PPL-T) Petrus Resources (PRQ-T) Precision Drilling (PD-T) STEP Energy Services (STEP-T) TC Energy
SER: May 30, 2024 – 1. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now May 23, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESObsidian EnergyOBE-T $9.81 DOMESTIC NATURAL GAS COMPANIESCrew EnergyCR-T $4.36 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.62 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.96 As we are cautious on the general stock market currently, we do not have a full slate of
SER: May 30, 2024 – 2. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of May 22, 2024 *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: May 30, 2024 – 3. 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: May 30, 2024 – 4. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We added to our position in Touchstone as it fell back on the arbitrage of the Trinity takeover and Q1/24 production that was below expectation. The company still sees reaching their target of over 14,000 boe/d before year end.We expect to add
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Q1 2024 Canacol Energy Quarterly report Ticker symbol: CNE-T View CNE-T Company Page Financial Highlights CNE Q1/24 Results & analysis Canacol is a natural gas producing company in Colombia receiving an operating netback of US$4.90/mcf in Q1/24 up from US$4.01/mcf in Q1/23. CNE has growth upside from exploration and development but has had challenges getting
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Q1 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q1/24 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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Q1 2024 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q1/24 REsults & analysis Enbridge moves around 30% of the crude oil produced in North America (>3.1 Mb/d) and nearly 20% of natural gas consumed in the US. The company has a market cap of $107B. Enbridge sees itself as
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