PREVIOUS INDEX NEXT Eye on Energy Index Important Update Regarding Eye on Energy We have been publishing the weekly Eye on Energy as an extension of the Schachter Energy Report (SER) to enhance both the scope and timeliness of our Market and Energy Overviews. We’re pleased to share that it has been very well received. […]
SER: July 3, 2025 – 2. Eye on Energy Index Read More »
PREVIOUS INDEX Quarterly reports We complete coverage of Q1/25 results with a final ten companies. Enbridge (ENB-T) Freehold Royalties (FRU-T) High Arctic Overseas (HOH-V) InPlay Oil (IPO-T) Keyera Corp. (KEY-T) NuVista Energy (NVA-T) Pembina Pipeline (PPL-T) Questerre Energy (QEC-T) Strathcona Resources (SCR-T) Touchstone Exploration (TXP-T) For those wanting more knowledge of companies they own, they
SER: July 3, 2025 – 3. Quarterly Reports Index Read More »
Top Picks Now June 12, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREPembina PipelinePPL-T $50.37 DOMESTIC LIQUIDS COMPANIESNoneThis issue DOMESTIC NATURAL GAS COMPANIESYangarra ResourcesYGR-T $1.00 INTERNATIONAL E&P COMPANIESMeren Energy(formerly Africa Oil)MER-T $1.73 ENERGY SERVICE COMPANIESSTEP EnergyServicesSTEP-T $4.13 The ideas on this list are the best ideas and attractive prices for the selected company from each group at the
SER: July 3, 2025 – 4. Top Picks Now Read More »
INDEX NEXT Coverage list Energy & Energy service companies • price as of June 25, 2025 *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 companies
SER: July 3, 2025 – 5. 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: July 3, 2025 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and plan to move to a fully invested position when we get our next BUY signal. We added to our Southern Energy (SOU-V) position when they announced a financing to complete wells that need fracking that when complete could nearly double
SER: July 3, 2025 – 7. Ownership Disclosure List Read More »
Q1 2025 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q1/25 Results & analysis Enbridge moves around 30% of the crude oil produced in North America (3.2 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: Q1 2025 – Enbridge Read More »
Q1 2025 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q1/25 Results & analysis Freehold had production from its royalty interests in Canada and the US of 16,248 boe/d in Q1/25 up 10% versus 14,714 boe/d in Q1/24 due to acquisition and drilling growth. Liquids made up 65% of
Black Gold: Q1 2025 – Freehold Royalties Read More »
Q1 2025 High Arctic OVERSEAS Quarterly report Ticker symbol: HOH-V View HOH-V Company Page Financial Highlights HOH Investor Update High Arctic now has just the PNG (Papua New Guinea) drilling and ancillary business. It has cash on the balance sheet at the end of Q1/25 of US$13.9M (C$18.9M) much below the market cap of the
Black Gold: Q1 2025 – High Arctic Overseas Read More »
Q1 2025 InPlay Oil Quarterly report Ticker symbol: IPO-T View IPO-T Company Page Financial Highlights IPO Q1/25 Results & analysis InPlay is focused in the Cardium area. On April 7th it acquired 10,000 boe/d (68% liquids) for $309M. This more than doubled their production in their core area. It was funded by a cash payment
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