PREVIOUS INDEX NEXT Energy Market Update WTI Nears An Important Bottom. The war premium due to the wars between Russia and Ukraine and between Israel and Iran’s proxies (Hamas, Hezbollah and Houthis) rose over US$10/b as tensions escalated in these areas during April and then in July. This even though the fundamental of supplies are […]
SER: September 12, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Company Updates Touchstone Exploration High Arctic Division High Arctic Energy Services (HWO-T $1.22) High Arctic Overseas Holding Corp. (HOH-V $1.49) 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
SER: September 12, 2024 – 3. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers the last seven companies reporting their Q2/24 results. Birchcliff Energy (BIR-T) Bonterra Energy (BNE-T) Hemisphere Energy (HME-T) InPlay Oil (IPO-T) Southern Energy (SOU-V) Strathcona Resources (SCR-T) Touchstone Exploration (TXP-T) For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference
SER: September 12, 2024 – 4. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now August 14, 2024 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold Royalties FRU-T $13.09 DOMESTIC LIQUIDS COMPANIESStrathcona Resources SCR-T $28.84 DOMESTIC NATURAL GAS COMPANIESParamount ResourcesPOU-T $26.57 INTERNATIONAL E&P COMPANIESGran Tierra EnergyGTE-T $8.91 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.91 The ideas on this list are the best ideas and attractive prices for the selected
SER: September 12, 2024 – 5. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of September 5, 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: September 12, 2024 – 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: September 12, 2024 – 7. Action Alert Lists Read More »
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
SER: September 12, 2024 – 8. Ownership Disclosure List Read More »
Q2 2024 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q2/24 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 on the west coast of Canada. With weak
Black Gold: Q2 2024 – Birchcliff Energy Read More »
Q2 2024 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q2/24 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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Q2 2024 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q2/24 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
Black Gold: Q2 2024 – Hemisphere Energy Read More »
