PREVIOUS INDEX NEXT Energy Market Update US Inventories Rising – Downside Price Risk For Crude Increasing. The Good News With the fear of the Israel/Iran war spreading across the Middle East having subsided, crude oil has backed off from the war high of US$78.40/b to US$68.18/b. On the positive side for crude is that we […]
SER: July 17, 2025 – 1. Energy Market Update Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Important Update Regarding Eye on Energy We have been publishing the weekly Eye on Energy as an extension of the Schachter Energy Report (SER) to enhance both the scope and timeliness of our Market and Energy Overviews. We’re pleased to share that it has been very well received.
SER: July 17, 2025 – 2. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Company Updates Touchstone Exploration (TXP-T) and Trican Well Service (TCW-T) Targets Lowered Recent Events Requires Lowering Our Stock Price Targets Touchstone planned to raise £15.375M in the UK but one of the underwriters came up short and could not close on the full amount subscribed for. Only £5.05M were raised and 24.6M
SER: July 17, 2025 – 3. Company Updates Read More »
PREVIOUS INDEX NEXT Top Picks Now July 10, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREPembina PipelinePPL-T $50.34 DOMESTIC LIQUIDS COMPANIESBonterra EnergyBNE-T $3.51 DOMESTIC NATURAL GAS COMPANIESYangarra ResourcesYGR-T $1.02 INTERNATIONAL E&P COMPANIESMeren EnergyMER-T $1.65 ENERGY SERVICE COMPANIESNoneThis issue The ideas on this list are the best ideas and attractive prices for the selected company from each group at
SER: July 17, 2025 – 4. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of July 9, 2025 *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: July 17, 2025 – 5. 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: July 17, 2025 – 6. Action Alert Lists Read More »
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. SER Ownership Disclosure July 9, 2025 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been
SER: July 17, 2025 – 7. Ownership Disclosure List Read More »
Report Navigation Welcoming Comments 1. Energy Market Update Ceasefire Between Israel & Iran – Maybe Or Maybe Not? 2. Eye on Energy Index Make sure you don’t miss recent issues in this index. 3. Quarterly Reports Last Ten Companies’ Reports For Q1/25. 4. Top Picks Now Four Ideas Trading At Very Attractive Valuations. 5. Company
Schachter Energy Report: July 3, 2025 Read More »
PREVIOUS INDEX NEXT Energy Market Update Ceasefire between Israel & Iran – Maybe Or Maybe Not? Israel and Iran Keep Fragile Ceasefire After Devastating 12-Day War!Crude oil has taken a quick round trip from US$59.74/b in late May to US$78.40/b late last week as Israeli and then US B2 bomber attacks knocked out the key
SER: July 3, 2025 – 1. Energy Market Update Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Important Update Regarding Eye on Energy We have been publishing the weekly Eye on Energy as an extension of the Schachter Energy Report (SER) to enhance both the scope and timeliness of our Market and Energy Overviews. We’re pleased to share that it has been very well received.
SER: July 3, 2025 – 2. Eye on Energy Index Read More »
