Q4 2025 Topaz Energy Quarterly report Ticker symbol: TPZ-T View TPZ-T Company Page Financial Highlights TPZ Q4/25 REsults & analysis Topaz is a royalty and infrastructure company founded by Tourmaline Oil (TOU-T) in 2019 and the company went public in Q4/20. It started with royalty lands from Tourmaline only, but now deals with other entities […]
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Q4 2025 Whitecap Resources Quarterly report Ticker symbol: WCP-T View WCP-T Company Page Financial Highlights WCP Q4/25 REsults & analysis Whitecap has grown rapidly over the last decade, from under 30,000 boe/d to 374,623 boe/d through internal growth and several acquisitions (and some divestitures). Its largest acquisition was for Veren, paying with WCP stock and […]
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Q4 2025 Paramount Resources Quarterly report Ticker symbol: POU-T View POU-T Company Page Financial Highlights POU Q4/25 REsults & analysis Paramount has a 48-year history of successful growth and managing assets for shareholder returns. In January 2025 POU completed the sale of 67,600 boe/d (50% liquids) of their more mature Montney assets to Ovintiv. They […]
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Q4 2025 Meren Energy Quarterly report Ticker symbol: MER-T View MER-T Company Page Financial Highlights MER Q4/25 REsults & analysis Meren Energy (formerly Africa Oil) is a producer of crude offshore Nigeria (three fields with operators Chevron and TotalEnergies) and has exploration lands with several discoveries offshore Equatorial Guinea, Namibia, and South Africa. They changed […]
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Q4 2025 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q4/25 REsults & analysis Gran Tierra works in four countries: Colombia, Ecuador, Canada, and is entering Azerbaijan with a focus on oil production. Production in Q4/25 came in at 46,344 boe/d, up from 32,764 boe/d in Q4/24, after […]
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PREVIOUS INDEX NEXT Top Picks Now March 6, 2026 ROYALTYCOMPANIESNone This issue DOMESTIC LIQUIDS COMPANIESNONE THIS ISSUE DOMESTIC NATURAL GAS COMPANIESPine Cliff Energy (PNE-T) INTERNATIONAL E&P COMPANIESNone This Issue ENERGY SERVICE COMPANIESNone This issue There is one idea at an attractive price currently. The idea on this list is the best idea and attractive price […]
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PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of March 6, 2026 *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 […]
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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 […]
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PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We hold 11 positions and plan to invest our reserves when we get our next BUY signal. SER Ownership Disclosure March 6, 2026 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by […]
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Josef Schachter & Cera Dixon: Drilling Down Drilling Down is a new feature we will be providing to all SER Subscribers as well as Paid Substack subscribers. In it, we will discuss what is going on in the energy market and stock market at a macro level. We will look at the fundamentals as well
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