INDEX NEXT Coverage list Energy & Energy service companies • price as of June 25, 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 companies […]
SER: July 3, 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 3, 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. We added to our Southern Energy (SOU-V) position when they announced a financing to complete wells that need fracking that when complete could nearly double
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Q1 2025 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q1/25 Results & analysis Enbridge moves around 30% of the crude oil produced in North America (3.2 Mb/d – moving the largest volumes in North America) and nearly 20% of natural gas consumed in the US. The company has a
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Q1 2025 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q1/25 Results & analysis Freehold had production from its royalty interests in Canada and the US of 16,248 boe/d in Q1/25 up 10% versus 14,714 boe/d in Q1/24 due to acquisition and drilling growth. Liquids made up 65% of
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Q1 2025 High Arctic OVERSEAS Quarterly report Ticker symbol: HOH-V View HOH-V Company Page Financial Highlights HOH Investor Update High Arctic now has just the PNG (Papua New Guinea) drilling and ancillary business. It has cash on the balance sheet at the end of Q1/25 of US$13.9M (C$18.9M) much below the market cap of the
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Q1 2025 InPlay Oil Quarterly report Ticker symbol: IPO-T View IPO-T Company Page Financial Highlights IPO Q1/25 Results & analysis InPlay is focused in the Cardium area. On April 7th it acquired 10,000 boe/d (68% liquids) for $309M. This more than doubled their production in their core area. It was funded by a cash payment
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Q1 2025 Keyera Quarterly report Ticker symbol: KEY-T View KEY-T Company Page Financial Highlights KEY Q1/25 Results & analysis Keyera processes, transports and markets natural gas and liquids across Alberta. Revenues in Q1/25 rose 16% to $1.76B from $1.52B in Q1/24. It has three business lines: Gathering and Processing, Liquids Infrastructure and a volatile performing
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Q1 2025 NuVista Energy Quarterly report Ticker symbol: NVA-T View NVA-T Company Page Financial Highlights NVA Q1/25 REsults & analysis NuVista is focused on the scalable and repeatable liquids rich Montney formation in two core areas, Wapiti and Pipestone. Condensate and liquids make up a high percent of production (38% – Q1/25). In Q1/25 NuVista
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Q1 2025 Pembina Pipeline Quarterly report Ticker symbol: PPL-T View PPL-T Company Page Financial Highlights PPL Q1/25 REsults & analysis Pembina is a transportation and midstream provider. It has three business segments: Pipelines, Facilities, and Marketing & New Ventures. Revenues in Q1/25 rose 48% to $2.28B from $1.54B in Q1/24 due to the acquisitions and
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