Josef Schachter on Howestreet.com As a 40 year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling […]
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Q1 2024 Strathcona Resources Quarterly report Ticker symbol: SCR-T View SCR-T Company Page Financial Highlights SCR Q1/24 Results & analysis Strathcona was a private entity owned by international funds and management led by Adam Waterous via his Waterous Energy Fund. It went public via the reverse takeover of Pipestone Energy (PIPE-T) that we had previously
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Q1 2024 Kiwetinohk Energy Quarterly report Ticker symbol: KEC-T View KEC-T Company Page Financial Highlights KEC Q1/24 Results & analysis Kiwetinohk had a strong first quarter increasing production by 15% to 27,556 boe/d from 23,996 boe/d in Q1/23. Liquids increased to 46% of production from 41% in Q1/23. The big increase was in NGL production
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Q1 2024 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q1/24 Results & analysis Freehold had production from its royalty interests in Canada and the US of 14,714 boe/d. The make-up was 9,278 b/d of liquids (63%) and 32.6 Bcf/d of natural gas. By country Canada was 9,593 boe/d
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Report Navigation Welcoming Comments 1. New Company Coverage Freehold Royalties (FRU-T) Kiwetinohk Energy (KEC-T) Strathcona Resources (SCR-T) 2. Top Picks Now Four Ideas Trading At Attractive Valuations. 3. Company Lists Covered Companies & Valuation Analysis. Company Links. 4. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 5. Disclosure List SER Family/Staff Ownership
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PREVIOUS INDEX NEXT New Company Coverage Freehold Royalties Ltd. (FRU-T $13.86) Freehold had production from its royalty interests in Canada and the US of 14,714 boe/d. The make-up was 9,278 b/d of liquids (63%) and 32.6 Bcf/d of natural gas. By country Canada was 9,593 boe/d and 5,121 boe/d came from US production. Cash flow
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PREVIOUS INDEX NEXT Top Picks Now July 5, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESInplay OilIPO-T $2.21 DOMESTIC NATURAL GAS COMPANIESCrew EnergyCR-T $4.27 INTERNATIONAL E&P COMPANIESSouthernSOU-V $0.18 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $4.07 As we are cautious on the general stock market currently, we do not have a full slate of TOP
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PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of July 4, 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
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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
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PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We expect to add to all owned positions over time, to BUY other ideas on our current Action BUY List, and to add new positions after we send our new Action Alert BUYs and wait the requisite days. Our expectation is that
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