PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions.Of the positions we hold personally, Crew Energy is quite profitable and has been a superb performer.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 […]
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Q4 2023 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q4/23 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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Q4 2023 Crescent Point Energy Quarterly report Ticker symbol: CPG-T View CPG-T Company Page Financial Highlights CPG Q4/23 REsults & analysis Crescent Point is continuing its acquisitions and divestitures and is moving to have most of its operations in the Montney and Duvernay areas (>72%). They have made two major acquisitions in this enlarged core
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Q4 2023 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q4/23 REsults & analysis Ensign is a large driller with operations in the US, Canada and internationally. Its contract drilling fleet has 117 marketed rigs in Canada, 83 in the US and 32 rigs internationally. It also is
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Q4 2023 NuVista Energy Quarterly report Ticker symbol: NVA-T View NVA-T Company Page Financial Highlights NVA Q4/23 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%) and revenues. In Q4/23 NuVista
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Q4 2023 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q4/23 REsults & analysis Obsidian is an intermediate sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In Q4/23, Obsidian saw production rise to 31,974 boe/d up from 31,742 boe/d in Q4/22. Cash
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Q4 2023 Paramount Resources Quarterly report Ticker symbol: POU-T View POU-T Company Page Financial Highlights POU Q4/23 REsults & analysis Paramount is a rapidly growing liquids rich Montney player with its main operations in the Grande Prairie area. In Q4/23, POU saw production of 101,348 boe/d, up from 97,370 boe/d in Q4/22. Grande Prairie was
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Q4 2023 Pembina Pipeline Quarterly report Ticker symbol: PPL-T View PPL-T Company Page Financial Highlights PPL Q4/23 REsults & analysis Pembina is a transportation and midstream provider. It has three business segments: Pipelines, Facilities, and Marketing & New Ventures. Net revenues fell in 2023 to $3.99B from $4.25B in 2022. Cash flow from operating activities
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Q4 2023 Pine Cliff Energy Quarterly report Ticker symbol: PNE-T View PNE-T Company Page Financial Highlights PNE Q4/23 REsults & analysis Pine Cliff has grown via the drill bit and acquisitions in its three core areas of Alberta’s Central, Southern and Edson areas. Under our SER Quality Scoring system, we rate PNE as a ‘B’
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Q4 2023 Surge Energy Quarterly report Ticker symbol: SGY-T View SGY-T Company Page Financial Highlights SGY Q4/23 REsults & analysis Surge has refocused the company over the last two years towards two core areas which are now 80% of total production (the Sparky – 11,500 boe/d and SE Saskatchewan – 7,600 boe/d). Production in Q4/23
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