PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We added to our position in Touchstone as it fell back on the arbitrage of the Trinity takeover and Q1/24 production that was below expectation. The company still sees reaching their target of over 13,000 boe/d before year end.We expect to add […]
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Q1 2024 Alvopetro energy Quarterly report Ticker symbol: ALV-V View ALV-V Company Page Financial Highlights ALV Q1/24 REsults & analysis Alvopetro is focused on producing natural gas and liquids in the state of Bahia, Brazil. Production in Q1/24 fell to 1,701 boe/d from 2,767 boe/d due to weaker demand and reduced availability. This should change
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Q1 2024 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q1/24 Results & analysis Birchcliff is a Montney natural gas company with nearly a billion boe of reserves (81% natural gas) that should benefit when LNG facilities are up and running. With weak natural gas prices currently, BIR has
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Q1 2024 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q1/24 Results & analysis Bonterra’s main production area is the Cardium oil pool in the Pembina & Willesden Green area with 284 booked locations. It has a growing presence in the Montney with 80+ locations to drill. It is
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Q1 2024 Crew Energy Quarterly report Ticker symbol: CR-T View CR-T Company Page Financial Highlights CR Q1/24 Results & analysis Crew is a BC Montney natural gas company with a strong long-term growth focus. Crew’s production fell in Q1/24 to 29,510 boe/d from 32,963 boe/d in Q1/23 as they held back production due to low
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Q1 2024 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q1/24 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
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Q1 2024 High Arctic Energy Services Quarterly report Ticker symbol: HWO-T View HWO-T Company Page Financial Highlights HWO Corporate transformation High Arctic is moving to separate the PNG (Papua New Guinea) drilling and ancillary businesses from the Canadian based operations into two public companies. Previously, the PNG business was going to be incorporated as a
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Q1 2024 InPlay Oil Quarterly report Ticker symbol: IPO-T View IPO-T Company Page Financial Highlights IPO Q1/24 Results & analysis InPlay is focused in the Cardium area (85% of 2023 production). InPlay’s production in Q1/24 fell 5% to 8,605 boe/d from 9,020 boe/d in Q1/23 due to weather delays slowing Q1/24 drilling successes that came
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Q1 2024 Keyera Quarterly report Ticker symbol: KEY-T View KEY-T Company Page Financial Highlights KEY Q1/24 Results & analysis Keyera processes, transports and markets natural gas and liquids across Alberta. Revenues in Q1/24 were $1.5B down from $1.8B in Q1/23. It has three business lines: Gathering and Processing, Liquids Infrastructure and a volatile performing Marketing
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Q1 2024 Pine Cliff Energy Quarterly report Ticker symbol: PNE-T View PNE-T Company Page Financial Highlights PNE Q1/24 REsults & analysis Pine Cliff has grown via the drill bit and acquisitions in its three core areas of Alberta’s Central, Southern and Edson areas. Under our SER Quality Scoring system, we rate PNE as a ‘B’
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