WTI Falls >US$4/b Over The Last Week To US$77.30/b On Weakening China Demand. Global Economic, Political & Military Update The ending of President Biden’s candidacy for a second four year term has emboldened the Democrats that they could win the Presidency and end the worry of a clean sweep (Presidency, House and Senate) by the […]
Eye on Energy: July 24 Read More »
US Total Stocks Rose 11.1 Mb Last Week. This Should Put Pressure On Crude Prices. Global Economic, Political & Military Update The Republican National Convention is on this week and all of Trump’s former Presidential opponents are singing kumbaya and circling the wagons to get a fully united party to win the Presidency, the Senate
Eye on Energy: July 17 Read More »
Josef Schachter on Howestreet.com As a 40 year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling
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Q1 2024 Strathcona Resources Quarterly report Ticker symbol: SCR-T View SCR-T Company Page Financial Highlights SCR Q1/24 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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Q1 2024 Kiwetinohk Energy Quarterly report Ticker symbol: KEC-T View KEC-T Company Page Financial Highlights KEC Q1/24 Results & analysis Kiwetinohk had a strong first quarter increasing production by 15% to 27,556 boe/d from 23,996 boe/d in Q1/23. Liquids increased to 46% of production from 41% in Q1/23. The big increase was in NGL production
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Q1 2024 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q1/24 Results & analysis Freehold had production from its royalty interests in Canada and the US of 14,714 boe/d. The make-up was 9,278 b/d of liquids (63%) and 32.6 Bcf/d of natural gas. By country Canada was 9,593 boe/d
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Report Navigation Welcoming Comments 1. New Company Coverage Freehold Royalties (FRU-T) Kiwetinohk Energy (KEC-T) Strathcona Resources (SCR-T) 2. Top Picks Now Four Ideas Trading At Attractive Valuations. 3. Company Lists Covered Companies & Valuation Analysis. Company Links. 4. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 5. Disclosure List SER Family/Staff Ownership
Schachter Energy Report: July 11, 2024 Read More »
PREVIOUS INDEX NEXT New Company Coverage Freehold Royalties Ltd. (FRU-T $13.86) Freehold had production from its royalty interests in Canada and the US of 14,714 boe/d. The make-up was 9,278 b/d of liquids (63%) and 32.6 Bcf/d of natural gas. By country Canada was 9,593 boe/d and 5,121 boe/d came from US production. Cash flow
SER: July 11, 2024 – 1. New Company Coverage Read More »
PREVIOUS INDEX NEXT Top Picks Now July 5, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESInplay OilIPO-T $2.21 DOMESTIC NATURAL GAS COMPANIESCrew EnergyCR-T $4.27 INTERNATIONAL E&P COMPANIESSouthernSOU-V $0.18 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $4.07 As we are cautious on the general stock market currently, we do not have a full slate of TOP
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PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of July 4, 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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