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 second BUY signal shortly. SER Ownership Disclosure As of March 5, 2025 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List […]
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Q4 2024 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q4/24 Results & analysis Enbridge moves around 30% of the crude oil produced in North America (3.1 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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Q4 2024 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q4/24 REsults & analysis Gran Tierra works in three countries now: Colombia, Ecuador and Canada, with a focus on oil production. Production in Q4/24 came in at 41,009 boe/d up from 31,309 boe/d in Q4/23. For all of
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Q4 2024 Keyera Quarterly report Ticker symbol: KEY-T View KEY-T Company Page Financial Highlights KEY Q4/24 Results & analysis Keyera processes, transports and markets natural gas and liquids across Alberta. Revenues in 2024 rose to $7.64B from $7.56B in 2023. It has three business lines: Gathering and Processing, Liquids Infrastructure and a volatile performing Marketing
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Q4 2024 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q4/24 REsults & analysis Obsidian is an intermediate sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In 2024, Obsidian saw production rise 25% to 40,119 boe/d up from 31,974 boe/d in 2023
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Q4 2024 Pembina Pipeline Quarterly report Ticker symbol: PPL-T View PPL-T Company Page Financial Highlights PPL Q4/24 REsults & analysis Pembina is a transportation and midstream provider. It has three business segments: Pipelines, Facilities, and Marketing & New Ventures. Revenues rose 17% to $7.4B from $6.3B in 2023 due to the acquisitions and intrinsic growth.
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Q4 2024 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q4/24 Results & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract drilling fleet has 210 rigs and 160 service rigs. It is gaining profitability as rig contracts are renewed at
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Q4 2024 TC Energy Quarterly report Ticker symbol: TRP-T View TRP-T Company Page Financial Highlights TRP Q4/24 Results & analysis TC Energy is one of North America’s largest natural gas pipeline operators with distribution in Canada, the US and Mexico. Comparable EBITDA in 2024 rose 6% to $10.0B from $9.5B in 2023. Contributions in 2024
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Q4 2024 Topaz Energy Quarterly report Ticker symbol: TPZ-T View TPZ-T Company Page Financial Highlights TPZ Q4/24 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 just with royalty lands from Tourmaline but now deals with other entities
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Q4 2024 Trican Well Service Quarterly report Ticker symbol: TCW-T View TCW-T Company Page Financial Highlights TCW Q4/24 Results & analysis Trican is Canada’s largest pressure pumper (fracker) with a large cementing business and a presence in the coil-tubing area. Revenues in 2024 came in at $981M versus $973M in 2023. Adjusted EBITDA came in
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