Previous Index Next Energy Market Update OPEC Does Not Have a Great Track Record of Meeting Announced Production Cuts. OPEC, or more accurately the Saudi Energy Minister, was once again successful in shafting the commodity and hedge funds’ short crude oil price with a US$8/b rise from US$67.03/b to US$75.06/b two weeks ago. The Minister […]
SER: June 15, 2023 – 2. Energy Market Update Read More »
Previous Index Next 2022 AGM Schedule Times in MST unless noted Passwords provided where required. Links open in a new window. The following directory of 2022 AGMs is organized by date of event. Hit CTRL+F and type the name of the company youre looking for to zero in on it in the list. In future
SER: June 15, 2023 – 3. 2022 AGM Schedule Read More »
Previous Index Next Quarterly reports This section covers the last company on our coverage list to report their Q1/23 results. For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference calls in the investor section of their websites, under their events section. Most companies especially the larger
SER: June 15, 2023 – 4. Quarterly Reports Index Read More »
Q1 2023 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q1/23 REsults & analysis Hemisphere has grown via the drill bit and a focus on water floods and polymer floods in their two core areas. Under our SER Quality Scoring system, we rate HME as a B – a
Black Gold: Q1 2023 – Hemisphere Energy Read More »
Previous Index Next Company Update Timely Investment Idea: Touchstone Exploration Reasons to Buy at this Time:Production at Cascadura will commence this month and be fully on in JulyTesting of three zones @ Royston (light oil discovery) could have meaningful Reserve and Production impactTXP has a significant drilling program ahead (development & exploration)TXP is in the
SER: June 15, 2023 – 5. Company Update Read More »
Previous Index Next Coverage list Energy & Energy service companies • price as of June 8, 2023 *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: June 15, 2023 – 6. 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
SER: June 15, 2023 – 7. Action Alert Lists Read More »
Previous Index Next 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
SER: June 15, 2023 – 8. Ownership Disclosure List Read More »
US Commercial Crude Stock Build Of 7.9 Mb Last Week Pulls Down WTI Prices. Global Economic, Political & Military Update The FOMC meeting today came out with a hawkish view even though they decided to skip an increase this time. The majority of voting members see two or more increases this year so it now
Eye on Energy: June 14 Read More »
China Exports Declined 7.5% In May. This Weighs On Crude Prices. Global Economic, Political & Military Update The passage and signing of the debt ceiling bill last week gave the stock markets a bit of a bounce. President Biden got credit for getting a deal done with bipartisan support (more Democrats voted for the deal
Eye on Energy: June 7 Read More »
