Report Navigation Welcoming Comments 1. Company Update Whitecap Takeover Of Veren – Our Thoughts. 2. Quarterly Reports Next Group Of Q4/24 Reporting Cycle – 14 Companies. 3. Top Picks Now Four Ideas Trading At Very Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, […]
Schachter Energy Report: March 27, 2025 Read More »
PREVIOUS INDEX NEXT Company Updates Company Update Whitecap Resources Takeover of Veren Acquisition WCP-T and VRN-T On March 10th Whitecap Resources and Veren Inc. announced a $15B transformational transaction merging the two companies. Veren shareholders will get 1.05 shares of Whitecap on closing. The merged company will be owned 52% by Veren shareholders and WCP […]
SER: March 27, 2025 – 1. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers fourteen companies reporting their Q4/24 results. Bonterra Energy (BNE-T) CES Energy Solutions (CEU-T) Ensign Energy Services (ESI-T) Freehold Royalties (FRU-T) Kiwetinohk Energy (KEC-T) NuVista Energy (NVA-T) Paramount Resources (POU-T) Rubellite Energy (RBY-T) Strathcona Resources (SCR-T) Surge Energy (SGY-T) Total Energy (TOT-T) Tourmaline Oil (TOU-T) Vermilion Energy (VET-T) […]
SER: March 27, 2025 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now March 20, 2025 PIPELINES, ROYALTIES & INFRASTRUCTURENoneThis issue DOMESTIC LIQUIDS COMPANIESInplay OilIPO-T $1.58 DOMESTIC NATURAL GAS COMPANIESBonterra EnergyBNE-T $3.52 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.425 ENERGY SERVICE COMPANIESTotal EnergyTOT-T $9.53 The five ideas on this list are the best ideas and attractive prices for the selected company from each group […]
SER: March 27, 2025 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of March 20, 2025 *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: March 27, 2025 – 4. 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: March 27, 2025 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and plan to move to a fully invested position when we get our next BUY signal.We added to our Southern Energy (SOU-V) position when they announced a financing to complete two wells that need fracking that when complete by year-end could […]
SER: March 27, 2025 – 6. Ownership Disclosure List Read More »
Q4 2024 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q4/24 Results & analysis Bonterra’s main production area is the Cardium light oil pool in the Pembina & Willesden Green area with over 270 booked locations. It has a growing presence in the Montney with 95+ locations to drill. […]
Black Gold: Q4 2024 – Bonterra Energy Read More »
Q3 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q4/24 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 […]
Black Gold: Q4 2024 – CES Energy Solutions Read More »
Q4 2024 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q4/24 Results & analysis4 Ensign is a large driller with operations in the US, Canada and internationally. Its contract drilling fleet has 89 marketed rigs in Canada, 70 in the US and 27 rigs internationally, for a total […]
Black Gold: Q4 2024 – Ensign Energy Read More »
