PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions and continue to add to positions when they are bargains. In late January we added to Birchcliff Energy, Surge Energy and Touchstone Exploration when we felt they were very cheap.Of the nine positions we hold, Crew Energy has been the best […]
SER: February 29, 2024 – 6. Ownership Disclosure List Read More »
Q4 2023 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q4/23 REsults & analysis Enbridge moves around 30% of the crude oil produced in North America (>3.0 Mb/d) and nearly 20% of natural gas consumed in the US. The company has a market cap of $99B. Enbridge sees itself as
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Q4 2023 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q4/23 REsults & analysis Gran Tierra works in Colombia and Ecuador with a focus on oil production. Production in Q4/23 came in at 31,309 b/d down 4% from 32,595 b/d in Q4/22. Average production for 2023 came in
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Q4 2023 Keyera Quarterly report Ticker symbol: KEY-T View KEY-T Company Page Financial Highlights KEY Q4/23 REsults & analysis Keyera processes, transports and markets natural gas and liquids across Alberta. It has three business lines: Gathering and Processing, Liquids Infrastructure and a Marketing operation. Overall revenues in 2023 were $7.1B, flat with the prior year
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Q4 2023 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q4/23 REsults & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract drilling fleet has 211 rigs and 183 service rigs after the completion of the CWC acquisition. It is gaining
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Q4 2023 TC Energy Quarterly report Ticker symbol: TRP-T View TRP-T Company Page Financial Highlights TRP Q4/23 REsults & analysis TC Energy is one of North America’s largest natural gas pipeline operators with distribution in Canada, the US and Mexico. Comparable EBITDA in Q4/23 rose to $3.1B from $2.7B in Q4/22. For all of 2023
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Q4 2023 Trican Well Service Quarterly report Ticker symbol: TCW-T View TCW-T Company Page Financial Highlights TCW Q4/23 REsults & analysis Trican is Canada’s largest pressure pumper (fracker) with the largest cementing company and a presence in the coil-tubing area. Of the 2023 revenue mix 73% came from fracking, 20% from cementing and 7% from
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Q4 2023 Whitecap Resources Quarterly report Ticker symbol: WCP-T View WCP-T Company Page Financial Highlights WCP Q4/23 REsults & analysis Whitecap has grown rapidly over the last decade from under 30,000 boe/d to 166,554 boe/d via some internal growth, and quite a few acquisitions and some divestitures to pay for the purchases. Its largest was
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Report Navigation Welcoming Comments 1. Stock market Overview Parabolic Move In AI Stocks Continues For Now. 2. Energy Market Update Another Low-Risk Energy BUY Signal Imminent. 3. Company Lists Covered Companies & Valuation Analysis. Company Links. 4. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 5. Disclosure List SER Family/Staff Ownership Disclosure.
Schachter Energy Report: February 15, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Continues For Now. One measurement of the ‘Extreme Greed’ in the market is the CNN Fear & Greed Index. Below a reading of 25 it is at an extreme fear level and above 75 at an extreme greed level. On February 9th it was
SER: February 15, 2024 – 1. Stock Market Overview Read More »
