Crude Oil War Premium Expands As Ukraine Fires Longer Range US Missiles Into Russia. We are holding our Q4/24 quarterly webinar next Thursday November 28th at 7PM MT and this will be an important one for attendees. We plan to cover the incoming Trump administration and its impact on Canada and focus on how this […]
Eye on Energy: November 20 Read More »
Report Navigation Welcoming Comments 1. Company Updates STEP Energy Services Going Private. 2. Quarterly Reports Review Of Q3/24 Results For Nine Companies. 3. Top Picks Now Three Ideas Trading At Very Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists.
Schachter Energy Report: November 15, 2024 Read More »
PREVIOUS INDEX NEXT Company Updates STEP Energy Services Going Private STEP Energy Services On Monday November 4th we got quite a surprise as ARC Financial Corp. the majority owner in its funds of STEP Energy offered a 40% premium or a $5 per share price to take the company private. We would have liked STEP
SER: November 15, 2024 – 1. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers nine companies reporting their Q3/24 results. Enbridge Inc. (ENB-T) Ensign Energy (ESI-T) Obsidian Energy (OBE-T) Precision Drilling (PD-T) Topaz Energy (TPZ-T) Trican Well Service (TCW-T) Veren Inc. (VRN-T) Whitecap Resources (WCP-T) Yangarra Resources (YGR-T) For those wanting more knowledge of companies they own, they can get access
SER: November 15, 2024 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now November 7, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENONETHIS ISSUE DOMESTIC LIQUIDS COMPANIESVeren Energy VRN-T $7.48 DOMESTIC NATURAL GAS COMPANIESParamount ResourcesPOU-T $26.82 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.60 ENERGY SERVICE COMPANIESNONETHIS ISSUE The ideas on this list are the best ideas and attractive prices for the selected company from each group at
SER: November 15, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of November 7, 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: November 15, 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: November 15, 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: November 15, 2024 – 6. Ownership Disclosure List Read More »
Q3 2024 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q3/24 Results & analysis Enbridge moves around 30% of the crude oil produced in North America (3.0 Mb/d – moving the largest volumes in North America) and nearly 20% of natural gas consumed in the US. The company has a
Black Gold: Q3 2024 – Enbridge Read More »
Q3 2024 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q3/24 Results & analysis Ensign is a large driller with operations in the US, Canada and internationally. Its contract drilling fleet has 94 marketed rigs in Canada, 77 in the US and 31 rigs internationally. It also is
Black Gold: Q3 2024 – Ensign Energy Read More »
