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SER: November 15, 2024 – 3. Top Picks Now

PREVIOUS INDEX NEXT Top Picks Now November 7, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENONETHIS ISSUE DOMESTIC LIQUIDS COMPANIESVeren Energy VRN-T $7.48 DOMESTIC NATURAL GAS COMPANIESParamount ResourcesPOU-T $26.82 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.60 ENERGY SERVICE COMPANIESNONETHIS ISSUE The ideas on this list are the best ideas and attractive prices for the selected company from each group at […]

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SER: November 15, 2024 – 4. Coverage & Valuation Lists

Coverage & Valuation Lists, SER

PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of November 7, 2024 *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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SER: November 15, 2024 – 5. Action Alert Lists

Action Alert Lists, SER

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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SER: November 15, 2024 – 6. Ownership Disclosure List

Disclosure List, SER

PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We expect to add to all owned positions over time, to BUY other ideas on our current Action BUY List, and to add new positions after we send our new Action Alert BUYs and wait the requisite days. Our expectation is that

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Black Gold: Q3 2024 – Enbridge

ENB, Quarterly Reports, SER

Q3 2024 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q3/24 Results & analysis Enbridge moves around 30% of the crude oil produced in North America (3.0 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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Black Gold: Q3 2024 – Ensign Energy

ESI, Quarterly Reports, SER

Q3 2024 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q3/24 Results & analysis Ensign is a large driller with operations in the US, Canada and internationally. Its contract drilling fleet has 94 marketed rigs in Canada, 77 in the US and 31 rigs internationally. It also is

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Black Gold: Q3 2024 – Obsidian Energy

OBE, Quarterly Reports, SER

Q3 2024 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q3/24 REsults & analysis Obsidian is an intermediate sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In Q3/24, Obsidian saw production rise 21% to 39,714 boe/d up from 32,937 boe/d in Q3/23

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Black Gold: Q3 2024 – Precision Drilling

PD, Quarterly Reports, SER

Q3 2024 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q3/24 Results & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract drilling fleet has 196 rigs and 173 service rigs. It is gaining profitability as rig contracts are renewed at

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Black Gold: Q3 2024 – Topaz Energy

Quarterly Reports, SER, TPZ

Q3 2024 Topaz Energy Quarterly report Ticker symbol: TPZ-T View TPZ-T Company Page Financial Highlights TPZ Q3/24 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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Black Gold: Q3 2024 – Trican Well Service

Quarterly Reports, SER, TCW

Q3 2024 Trican Well Service Quarterly report Ticker symbol: TCW-T View TCW-T Company Page Financial Highlights TCW Q3/24 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 Q3/24 came in at $222M versus $253M in Q3/23 as the industry was

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