PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions after adding Veren Inc recently. In addition, we increased our holdings in three other positions over the last month, taking advantage of tax loss activity. We are moving towards a fully invested weighting in energy as we head into year end. […]
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Q3 2024 Alvopetro energy Quarterly report Ticker symbol: ALV-V View ALV-V Company Page Financial Highlights ALV Q3/24 REsults & analysis Alvopetro is focused on producing natural gas and liquids in the state of Bahia, Brazil. Production in Q3/24 rose 24% to 2,106 boe/d from 1,696 boe/d in Q3/23 due to stronger natural gas production. Volumes
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Q3 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q3/24 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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Q3 2024 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q3/24 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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Q3 2024 High Arctic Energy Services Quarterly report Ticker symbol: HWO-T View HWO-T Company Page Financial Highlights HWO Investor Update High Arctic has separated the PNG (Papua New Guinea) drilling and ancillary businesses from the Canadian based operations into two public companies. They paid out $0.76 per share to each HWO shareholder from the large
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Q3 2024 High Arctic OVERSEAS HOLDING CORP Quarterly report Ticker symbol: HOH-V View HOH-V Company Page Financial Highlights HOH Investor Update High Arctic has separated the PNG (Papua New Guinea) drilling and ancillary businesses from the Canadian based operations into two public companies. They paid out $0.76 per share to each HWO shareholder from the
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Q3 2024 InPlay Oil Quarterly report Ticker symbol: IPO-T View IPO-T Company Page Financial Highlights IPO Q3/24 Results & analysis InPlay is focused in the Cardium area. InPlay’s production in Q3/24 fell 9% to 8,206 boe/d from 9,003 boe/d in Q3/23 and below Q2/24 production of 8,657 boe/d. Capex in the first nine months was
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Q3 2024 Keyera Quarterly report Ticker symbol: KEY-T View KEY-T Company Page Financial Highlights KEY Q3/24 Results & analysis Keyera processes, transports and markets natural gas and liquids across Alberta. Revenues in Q3/24 rose 34% to $1.96B from $1.46B in Q3/23 as the KAPS pipeline project ramped up. It has three business lines: Gathering and
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Q3 2024 NuVista Energy Quarterly report Ticker symbol: NVA-T View NVA-T Company Page Financial Highlights NVA Q3/24 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 (40%). In Q3/24 NuVista had production
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Q3 2024 Pembina Pipeline Quarterly report Ticker symbol: PPL-T View PPL-T Company Page Financial Highlights PPL Q3/24 REsults & analysis Pembina is a transportation and midstream provider. It has three business segments: Pipelines, Facilities, and Marketing & New Ventures. Net revenues rose 27% to $1.26B from $989MB in Q3/23 due to the acquisitions and intrinsic
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