PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of May 22, 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 […]
SER: May 30, 2024 – 3. 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 30, 2024 – 4. Action Alert Lists Read More »
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 14,000 boe/d before year end.We expect to add
SER: May 30, 2024 – 5. Ownership Disclosure List Read More »
Q1 2024 Canacol Energy Quarterly report Ticker symbol: CNE-T View CNE-T Company Page Financial Highlights CNE Q1/24 Results & analysis Canacol is a natural gas producing company in Colombia receiving an operating netback of US$4.90/mcf in Q1/24 up from US$4.01/mcf in Q1/23. CNE has growth upside from exploration and development but has had challenges getting
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Q1 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q1/24 REsults & analysis CES Energy Solutions is an energy service company with operations in Canada and the US that provides technically-advanced chemical solutions used throughout the life-cycle of the oilfield in North America. In their drilling fluids
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Q1 2024 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q1/24 REsults & analysis Enbridge moves around 30% of the crude oil produced in North America (>3.1 Mb/d) and nearly 20% of natural gas consumed in the US. The company has a market cap of $107B. Enbridge sees itself as
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Q1 2024 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q1/24 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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Q1 2024 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q1/24 REsults & analysis Gran Tierra works in Colombia and Ecuador with a focus on oil production. Production in Q1/24 rose 3% and came in at 32,242 b/d from 31,611 b/d in Q1/23. Production in early May reached
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Q1 2024 NuVista Energy Quarterly report Ticker symbol: NVA-T View NVA-T Company Page Financial Highlights NVA Q1/24 REsults & analysis NuVista is focused on the scalable and repeatable liquids rich Montney formation in two core areas, Wapiti and Pipestone. Condensate and liquids make up a high percent of production (39%). In Q1/24 NuVista had production
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Q1 2024 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q1/24 REsults & analysis Obsidian is an intermediate sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In Q1/24, Obsidian saw production rise 3% to 34,238 boe/d up from 33,153 boe/d in Q1/23.
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