PREVIOUS INDEX NEXT Energy Market Update Iran – Peace or War? Crude prices have exploded to the upside since the Iran invasion on March 1st. WTI was in the US$65/b area before the war started and skyrocketed to US$119.48/b just a week later (Chart #2). It has meandered since then. A ‘real’ peace deal will […]
SER: June 11, 2026 – 1. Energy Market Update Read More »
PREVIOUS INDEX NEXT Quarterly reports We continue coverage of Q1/26 results with 13 companies: Birchcliff Energy (BIR-T) Bonterra Energy (BNE-T) CES Energy Services (CEU-T) Condor Energies (CDR-T) Freehold Royalties (FRU-T) Hemisphere Energy (HME-V) High Arctic Overseas (HOH-V) Logan Energy (LGN-V) Questerre Energy (QEC-T) Southern Energy (SOU-V) Strathcona Resources (SCR-T) Touchstone Exploration (TXP-T) Valeura Energy (VLE-T)
SER: June 11, 2026 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Six issues to catch up on Eye on Energy June 10 Iran’s Hawks Give The Middle Finger To President Trump’s Initiatives. No Deal Likely In June – Just More Threats. Click to view Eye on Energy June 3 If A Peace Deal Is Not Signed By Mid-Summer Then
SER: June 11, 2026 – 3. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Appearances Index Josef is often seen commentating on podcasts or at live events.Browse the Archive Here or check out the most recent appearances below. Featured March 27, 2026 Close up with Bonterra Click to view May 29, 2026 Close Up with Pine Cliff Energy Click to view May 28, 2026 Josef Schachter
SER: June 11, 2026 – 4. Appearances Index Read More »
PREVIOUS INDEX NEXT Top Picks Now June 4, 2026 ROYALTYCOMPANIESNone This issue DOMESTIC LIQUIDS COMPANIESNONE THIS ISSUE DOMESTIC NATURAL GAS COMPANIESNONE THIS ISSUE INTERNATIONAL E&P COMPANIESNone This Issue ENERGY SERVICE COMPANIESNone This issue There are no ideas at an attractive price currently. The idea on this list is the best idea and attractive price for
SER: June 11, 2026 – 5. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of June 4, 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
SER: June 11, 2026 – 6. 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: June 11, 2026 – 7. Action Alert Lists Read More »
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 June 4, 2026 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by
SER: June 11, 2026 – 8. Ownership Disclosure List Read More »
Q1 2026 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q1/26 Results & analysis Birchcliff is a Montney natural gas company with nearly a billion boe of reserves (83% natural gas) that should benefit as LNG facilities ramp up on the west coast of Canada. Birchcliff’s production in Q1/26
Black Gold: Q1 2025 – Birchcliff Energy Read More »
Q1 2026 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q1/26 Results & analysis Bonterra’s main production area is the Cardium light oil pool in the Pembina & Willesden Green area with 278 net booked locations. It has a growing presence in the Montney with 95+ locations to drill.
Black Gold: Q1 2026 – Bonterra Energy Read More »
