Report Navigation Welcoming Comments 1. Quarterly Reports Index Sixteen Companies Reporting. 2. Eye on Energy Index Most Recent Issues in This Index. 3. Appearances Index Most Recent Media Appearances in This Index. 4. Top Picks Now Two picks this issue. 5. Company Performance Lists Covered Companies, Valuation Analysis, Comparables. 6. Action Alert Lists Action Alert […]
Schachter Energy Report: August 27 Read More »
PREVIOUS INDEX NEXT Quarterly reports We continue coverage of Q2/26 results with 16 companies: Alvopetro Energy (ALV-V) Bonterra Energy (BNE-T) Cavvy Energy (CVVY-T) CES Energy (CEU-T) Ensign Energy (ESI-T) Freehold Royalties (FRU-T) Logan Energy (LGN-V) Meren Energy (MER-T) Paramount Resources (POU-T)Petrus Resources (PRQ-T)Peyto Exploration (PEY-T)Pine Cliff Energy (PNE-T)Topaz Energy (TPZ-T)Valeura Energy (VLE-T)Vermilion Energy (VET-T)Yangarra Resources
SER: August 27, 2026 – 1. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Six issues to catch up on Eye on Energy August 26 WTI Down >US$4/b From Last Week To US$81.12/b As Markets Become Immune To War Of Words Between The US and Iran. Click to view Eye on Energy August 19 President Trump Threatens Oman Over Its Potential Deal
SER: August 27, 2026 – 2. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Appearances Index Josef is often seen commentating on podcasts or at live events.Browse the Archive Here or check out the most recent appearances below. Recent Close Up Interviews Jul13 Close Up with Birchcliff Energy – July 2026 Read More Jun23 Close Up with Surge Energy – June 2026 Read More May29 Close
SER: August 27, 2026 – 3. Appearances Index Read More »
PREVIOUS INDEX NEXT Top Picks Now August 6, 2026 ROYALTYCOMPANIESNoneThis issue DOMESTIC LIQUIDS COMPANIESBonterra Energy(BNE-T $5.85) DOMESTIC NATURAL GAS COMPANIESTourmaline Oil(TOU-T $62.18) INTERNATIONAL E&P COMPANIESNONE THIS ISSUE ENERGY SERVICE COMPANIESNone This issue There are no ideas at an attractive price currently. In this issue’s TOP PICKS NOW section, we have two bargain–priced stocks for you
SER: August 27, 2026 – 4. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of August 20, 2026 *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: August 27, 2026 – 5. Company Performance 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: August 27, 2026 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions after selling the rest of our Whitecap position (WCP-T) for a very nice profit. We plan to invest our reserves when we get our next BUY signal. There are a lot of stocks at attractive prices now, but they could be
SER: August 27, 2026 – 7. Ownership Disclosure List Read More »
Q2 2026 Alvopetro energy Quarterly report Ticker symbol: ALV-V View ALV-V Company Page Financial Highlights ALV Q2/26 REsults & analysis Alvopetro is focused on producing natural gas and liquids in the state of Bahia, Brazil. Production in Q2/26 was 3,067 boe/d up from 2,436 boe/d in Q2/25, but down from 3,128 boe/d in Q1/26 as
Black Gold: Q2 2026 – Alvopetro Energy Read More »
Q2 2026 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q2/26 Results & analysis Bonterra’s main production area is the Cardium light oil pool in the Pembina & Willesden Green area with 278 net booked locations. It has a growing presence in the Montney with 100+ locations to drill.
Black Gold: Q2 2026 – Bonterra Energy Read More »
