Report Navigation Welcoming Comments 1. Company Updates Freehold and Touchstone Exploration. 2. Quarterly Reports Review Of Q3/24 Results For Fourteen Companies. 3. Top Picks Now Four Ideas Trading At Very Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 6. […]
Schachter Energy Report: December 19, 2024 Read More »
PREVIOUS INDEX NEXT Company Updates Freehold Royalties & Touchstone Exploration Acquisition Freehold Royalties (FRU-T $13.06) Freehold was added to our Recommended BUY List on September 10th, 2024 when we got our last BUY signal. It was added at a price of $12.72 per share. Our 12-month target was and remains $16.00 per share. With the
SER: December 19, 2024 – 1. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers fourteen companies reporting their Q3/24 results. Alvopetro Energy (ALV-V) CES Energy Solutions (CEU-T) Hemisphere Energy (HME-V) High Arctic Energy (HWO-T) High Arctic Overseas (HOH-V) InPlay Oil (IPO-T) Keyera (KEY-T) NuVista Energy (NVA-T) Pembina Pipeline (PPL-T) Pine Cliff Energy (PNE-T) Questerre Energy (QEC-T) Southern Energy (SOU-V) Strathcona Resources
SER: December 19, 2024 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now December 13, 2024 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold RoyalitesFRU-T $13.06 DOMESTIC LIQUIDS COMPANIESSurge Energy SGY-T $5.24 DOMESTIC NATURAL GAS COMPANIESBirchcliff Energy BIR-T $4.84 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.425 ENERGY SERVICE COMPANIESNONETHIS ISSUE The ideas on this list are the best ideas and attractive prices for the selected company from each
SER: December 19, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of December 12, 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: December 19, 2024 – 4. 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: December 19, 2024 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions after adding Veren Inc recently. In addition, we increased our holdings in three other positions over the last month, taking advantage of tax loss activity. We are moving towards a fully invested weighting in energy as we head into year end.
SER: December 19, 2024 – 6. Ownership Disclosure List Read More »
Q3 2024 Alvopetro energy Quarterly report Ticker symbol: ALV-V View ALV-V Company Page Financial Highlights ALV Q3/24 REsults & analysis Alvopetro is focused on producing natural gas and liquids in the state of Bahia, Brazil. Production in Q3/24 rose 24% to 2,106 boe/d from 1,696 boe/d in Q3/23 due to stronger natural gas production. Volumes
Black Gold: Q3 2024 – Alvopetro Energy Read More »
Q3 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q3/24 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
Black Gold: Q3 2024 – CES Energy Solutions Read More »
Q3 2024 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q3/24 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
Black Gold: Q3 2024 – Hemisphere Energy Read More »
