PREVIOUS INDEX NEXT Energy Market Update Correction Below US$68/b Expected In The Coming Weeks. Then New BUY Signals. Natural Gas: OPEC reported their April monthly data today (May 15th) and it showed production at 26.7M b/d down 62 Kb/d from April (Chart #3). Saudi Arabia added 49 Kb/d to 9.0 Mb/d, while countries with production […]
SER: May 23, 2025 – 1. Energy Market Update Read More »
PREVIOUS INDEX NEXT Company Updates Africa Oil Becomes Meren Energy Name and Symbol Change May 15, 2025 – Africa Oil Corp. unveils new brand identity Africa Oil Corp has changed name to Meren Energy Inc. (“Meren”). The Company’s rebranding follows the recent completion of the transformative Prime consolidation, doubling reserves and production in high quality
SER: May 23, 2025 – 2. Company Updates 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: May 23, 2025 – 3. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers two companies reporting their Q4/24 results. High Arctic Overseas (HOH-V) Southern Energy (SOU-V) We also cover seven companies reporting their Q1/25 results. Gran Tierra Energy (GTE-T) Kiwetinohk Energy (KEC-T) Precision Drilling (PD-T) Surge Energy (SGY-T) TC Energy (TRP-T) Whitecap Resources (WCP-T) Yangarra Resources (YGR-T) For those wanting
SER: May 23, 2025 – 4. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now May 15, 2025 PIPELINES, ROYALTIES & INFRASTRUCTURENonethis issue DOMESTIC LIQUIDS COMPANIESObsidian EnergyOBE-T $6.51 DOMESTIC NATURAL GAS COMPANIESBonterra EnergyBNE-T $3.30 INTERNATIONAL E&P COMPANIESMeren Energy(formerly Africa Oil)MER-T $1.86 ENERGY SERVICE COMPANIESCES EnergySolutionsCEU-T $6.24 The ideas on this list are the best ideas and attractive prices for the selected company from each
SER: May 23, 2025 – 5. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of May 15, 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: May 23, 2025 – 6. 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: May 23, 2025 – 7. 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 two wells that need fracking that when complete by year-end could
SER: May 23, 2025 – 8. Ownership Disclosure List Read More »
Q4 2024 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 2024 of US$14.9M below the market cap of the entity. HOH
Black Gold: Q4 2024 – High Arctic Overseas Read More »
Q4 2024 Southern Energy Quarterly report Ticker symbol: SOU-V View SOU-V Company Page Financial Highlights SOU Q4/24 Results & analysis Southern is focused on the natural gas basin in Central Mississippi. They have core areas Gwinville (the current focus for growth with >100 horizontal locations to drill), Mechanicsburg, Williamsburg and Mount Olive. Most of the
Black Gold: Q4 2024 – Southern Energy Read More »
