PREVIOUS INDEX NEXT Top Picks Now july 31, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESBonterra EnergyBNE-T $4.78 DOMESTIC NATURAL GAS COMPANIESRubellite EnergyRBY-T $2.22 INTERNATIONAL E&P COMPANIESSouthernSOU-V $0.165 ENERGY SERVICE COMPANIESNone this Issue As we are cautious on the general stock market currently, we do not have a full slate of TOP […]
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PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of July 31, 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
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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: August 8, 2024 – 5. 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
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Q2 2024 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q2/24 REsults & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract drilling fleet has 196 rigs and 173 service rigs. It is gaining profitability as rig contracts are renewed at
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Q2 2024 Surge Energy Quarterly report Ticker symbol: SGY-T View SGY-T Company Page Financial Highlights SGY Q2/24 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 Q2/24
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Q2 2024 Topaz Energy Quarterly report Ticker symbol: TPZ-T View TPZ-T Company Page Financial Highlights TPZ Q2/24 REsults & analysis Topaz is a royalty and infrastructure company founded by Tourmaline Oil (TOU-T) in 2019 and the company went public in Q4/20. It started just with royalty lands from Tourmaline but now deals with other entities
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Q2 2024 Trican Well Service Quarterly report Ticker symbol: TCW-T View TCW-T Company Page Financial Highlights TCW Q2/24 Results & analysis Trican is Canada’s largest pressure pumper (fracker) with a large cementing business and a presence in the coil-tubing area. Revenues in Q2/24 came in at $212M versus $168M in Q2/23. Adjusted EBITDA came in
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Q2 2024 Veren Quarterly report Ticker symbol: VRN-T View VRN-T Company Page Financial Highlights VRN Q2/24 REsults & analysis Veren (formerly Crescent Point) is continuing its acquisitions and divestitures and is moving to have most of its operations in the Montney and Duvernay areas (71%). They have made two major acquisitions in this enlarged core
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Q2 2024 Whitecap Resources Quarterly report Ticker symbol: WCP-T View WCP-T Company Page Financial Highlights WCP Q2/24 REsults & analysis Whitecap has grown rapidly over the last decade from under 30,000 boe/d to 177,314 boe/d via internal growth and quite a few acquisitions (and some divestitures). Its largest was made when they bought XTO Canada
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