Report Navigation Welcoming Comments 1. Company Updates Tourmaline & Crew Merger; Terminating Coverage CNE-T. 2. Quarterly Reports Q2/24 Results For 23 Companies. 3. Top Picks Now Three Ideas Trading At Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 6. […]
Schachter Energy Report: August 22, 2024 Read More »
PREVIOUS INDEX NEXT Company Updates Touchstone Exploration Merger Tourmaline & Crew Merger On Monday August 12th, Tourmaline made a share takeover of Crew Energy in a $1.3B deal. It is expected to close in early October. We had wished Crew to stay independent until late in the decade when we have multiple LNG plants open […]
SER: August 22, 2024 – 1. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers twenty-three companies reporting their Q2/24 results. Alvopetro Energy (ALV-V) CES Energy Solutions (CEU-T) Crew Energy (CR-T) Enbridge (ENB-T) Ensign Energy Services (ESI-T) Freehold Royalties (FRU-T) Gran Tierra Energy (GTE-T) Keyera Corp (KEY-T) Kiwetinohk Energy (KEC-T) NuVista Energy (NVA-T) Obsidian Energy (OBE-T) Paramount Resources (POU-T) Pembina Pipeline (PPL-T) […]
SER: August 22, 2024 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now August 14, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESSurge Energy SGY-T $6.81 DOMESTIC NATURAL GAS COMPANIESNone This Issue INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.54 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $4.10 As we are cautious on the general stock market currently, we do not have a full slate […]
SER: August 22, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of August 8, 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: August 22, 2024 – 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: August 22, 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 […]
SER: August 22, 2024 – 6. Ownership Disclosure List Read More »
Q2 2024 Alvopetro energy Quarterly report Ticker symbol: ALV-V View ALV-V Company Page Financial Highlights ALV Q2/24 REsults & analysis Alvopetro is focused on producing natural gas and liquids in the state of Bahia, Brazil. Production in Q2/24 fell to 1,629 boe/d from 1,701 boe/d in Q1/24 due to weaker demand and reduced availability. Demand […]
Black Gold: Q2 2024 – Alvopetro Energy Read More »
Q2 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q2/24 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: Q2 2024 – CES Energy Solutions Read More »
Q2 2024 Crew Energy Quarterly report Ticker symbol: CR-T View CR-T Company Page Financial Highlights Tourmaline/Crew – Merger On Monday August 12th, Tourmaline made a share takeover of Crew Energy in a $1.3B deal. It is expected to close in early October. We had wished Crew to stay independent until late in the decade when […]
Black Gold: Q2 2024 – Crew Energy Read More »
