Page 28 – Schachter Energy Report

SER: September 12, 2024 – 5. Top Picks Now

FRU, GTE, POU, SCR, SER, STEP, Top Picks

PREVIOUS INDEX NEXT Top Picks Now August 14, 2024 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold Royalties FRU-T $13.09 DOMESTIC LIQUIDS COMPANIESStrathcona Resources SCR-T $28.84 DOMESTIC NATURAL GAS COMPANIESParamount ResourcesPOU-T $26.57 INTERNATIONAL E&P COMPANIESGran Tierra EnergyGTE-T $8.91 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.91 The ideas on this list are the best ideas and attractive prices for the selected […]

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SER: September 12, 2024 – 6. Coverage & Valuation Lists

Coverage & Valuation Lists, SER

PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of September 5, 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

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SER: September 12, 2024 – 7. Action Alert Lists

Action Alert Lists, SER

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

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SER: September 12, 2024 – 8. Ownership Disclosure List

Disclosure List, SER

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

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Black Gold: Q2 2024 – Birchcliff Energy

BIR, Quarterly Reports, SER

Q2 2024 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q2/24 Results & analysis Birchcliff is a Montney natural gas company with nearly a billion boe of reserves (81% natural gas) that should benefit when LNG facilities are up and running on the west coast of Canada. With weak

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Black Gold: Q2 2024 – Bonterra Energy

BNE, Quarterly Reports, SER

Q2 2024 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q2/24 Results & analysis Bonterra’s main production area is the Cardium oil pool in the Pembina & Willesden Green area with 284 booked locations. It has a growing presence in the Montney with 80+ locations to drill. It is

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Black Gold: Q2 2024 – Hemisphere Energy

HME, Quarterly Reports, SER

Q2 2024 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q2/24 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

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Black Gold: Q2 2024 – InPlay Oil

IPO, Quarterly Reports, SER

Q2 2024 InPlay Oil Quarterly report Ticker symbol: IPO-T View IPO-T Company Page Financial Highlights IPO Q2/24 Results & analysis InPlay is focused in the Cardium area (85% of 2023 production). InPlay’s production in Q2/24 rose 2% to 8,657 boe/d from 8,474 boe/d in Q2/23 despite 530 boe/d of impacted volumes (facility issues and low

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Black Gold: Q2 2024 – Southern Energy

Quarterly Reports, SER, SOU

Q2 2024 Southern Energy Quarterly report Ticker symbol: SOU-V View SOU-V Company Page Financial Highlights SOU Q2/24 Results & analysis Southern is focused on the natural gas basin in Central Mississippi. They have core areas Gwinville (the current focus for growth with >100 horizontal locations to drill), Mechanicsburg, Williamsburg and Mount Olive. Most of the

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Black Gold: Q2 2024 – Strathcona Resources

Quarterly Reports, SCR, SER

Q2 2024 Strathcona Resources Quarterly report Ticker symbol: SCR-T View SCR-T Company Page Financial Highlights SCR Q2/24 Results & analysis Strathcona was a private entity owned by international funds and management led by Adam Waterous via his Waterous Energy Fund. It went public via the reverse takeover of Pipestone Energy (PIPE-T) that we had previously

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