PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and plan to move to a fully invested position when we get our next BUY signal.We added last month to our Southern Energy (SOU-V) position when they announced a financing to complete wells that need fracking that when complete could nearly […]
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Q1 2025 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q1/25 Results & analysis Birchcliff is a Montney natural gas company with nearly a billion boe of reserves (82% natural gas) that should benefit when LNG facilities are up and running on the west coast of Canada. Birchcliff’s production
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Q1 2025 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q1/25 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 95+ locations to drill.
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Q1 2025 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q1/25 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 2025 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q1/25 Results & analysis4 Ensign is a large driller with operations in the US, Canada and internationally. Its contract drilling fleet has 89 marketed rigs in Canada (25% market share), 70 in the US and 27 rigs internationally,
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Q1 2025 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q1/25 Results & analysis Hemisphere has grown via the drill bit and a focus on water floods and polymer floods in their two core areas. Under our SER Quality Scoring system, we rate HME as a B – a
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Q1 2025 Meren Energy Quarterly report Ticker symbol: MER-T View MER-T Company Page Financial Highlights MER Q1/25 REsults & analysis Meren Energy (formerly Africa Oil) is now a producer of crude offshore Nigeria (three fields with operators Chevron and TotalEnergies) and has exploration lands offshore Equatorial Guinea, Namibia and South Africa with a few discoveries.
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Q1 2025 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q1/25 REsults & analysis Obsidian is an intermediate sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In Q1/25, Obsidian saw production of 38,416 boe/d compared to 34,238 boe/d in Q1/24 but down
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Q1 2025 Paramount Resources Quarterly report Ticker symbol: POU-T View POU-T Company Page Financial Highlights POU Q1/25 REsults & analysis Paramount has a history of very successful growth and managing the assets for shareholder returns versus a long-term production size approach. In January 2025 POU completed the sale of 67,600 boe/d (50% liquids) of their
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Q1 2025 Petrus Resources Quarterly report Ticker symbol: PRQ-T View PRQ-T Company Page Financial Highlights PRQ Q1/25 REsults & analysis Petrus is focused on continuing its healthy dividend and waiting to add more production when commodity prices improve (especially for natural gas). Production in Q1/25 declined 2% to 8,929 boe/d from 9,066 boe/d in Q4/24
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