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 and are […]
SER: June 2, 2023 – 4. Action Alert Lists Read More »
Josef’s Notes Recent action or company discussion We currently hold nine positions and have added to some of our holdings during periods of market weakness.We expect to add to currently owned positions over time, to BUY other ideas on our current Action BUY List, and add new positions after we send out new Action Alert
SER: June 2, 2023 – 5. Ownership Disclosure List Read More »
Q1 2023 Alvopetro energy Quarterly report Ticker symbol: ALV-V View ALV-V Company Page Financial Highlights ALV Q1/23 REsults & analysis Alvopetro is focused on producing natural gas and liquids in the state of Bahia in Brazil. ALV had production growth of 11% to 2,767 boe/d in Q1/23 from 2,501 boe/d in Q1/22 and 2,724 boe/d
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Q1 2023 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q1/23 REsults & analysis Birchcliff is a Montney natural gas company which has focused on bringing on production while keeping a tight focus on costs. Birchcliff’s production fell 2% in Q1/23 to 74,592 boe/d (86% natural gas) versus 76,024
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Q1 2023 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q1/23 REsults & analysis Bonterra is focused on the Cardium oil pool in the Pembina & Willesden Green area. It has an extensive inventory of locations (295 net booked) and has a long RLI of 17 years for 1P
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Q1 2023 Canacol Energy Quarterly report Ticker symbol: CNE-T View CNE-T Company Page Financial Highlights CNE Q1/23 REsults & analysis Canacol is a natural gas producing company in Colombia S.A. receiving US$4.01/mcf operating netback in Q1/23. CNE has exciting growth upside from exploration and development. Revenues in Q1/23 were US$74M up 12% from US$66M in
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Q1 2023 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q1/23 REsults & analysis CES Energy Solutions is an energy service company with operations in Canada and the US that provide technically-advanced chemical solutions used throughout the life-cycle of the oilfield in North America. They have a 38%
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Q1 2023 Crescent Point Energy Quarterly report Ticker symbol: CPG-T View CPG-T Company Page Financial Highlights CPG Q1/23 REsults & analysis Crescent Point is continuing its acquisition ways in 2023 with a purchase of Montney lands adding 38,000 boe/d at a cost of $1.7B. Between its Kaybob/Duvernay and its addition to its Montney holdings, CPG
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Q1 2023 High Arctic Energy Services Quarterly report Ticker symbol: HWO-T View HWO-T Company Page Financial Highlights HWO Q1/23 REsults & analysis High Arctic has transformed itself with the sale of most of its Canadian service industry assets and is now focused on its historically very profitable business in Papua New Guinea (PNG) as drilling
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Q1 2023 InPlay Oil Quarterly report Ticker symbol: IPO-T View IPO-T Company Page Financial Highlights IPO Q1/23 REsults & analysis InPlay survived the troubled times of the pandemic and has been astute on the acquisition front which lifted production in its core Cardium area materially at very attractive terms during the sector’s duress. InPlay’s production
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