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 two wells that need fracking that when complete by year-end could […]
SER: March 27, 2025 – 6. Ownership Disclosure List Read More »
Q4 2024 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q4/24 Results & analysis Bonterra’s main production area is the Cardium light oil pool in the Pembina & Willesden Green area with over 270 booked locations. It has a growing presence in the Montney with 95+ locations to drill.
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Q3 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q4/24 REsults & analysis CES Energy Solutions is an energy service company with operations in Canada and the US that provides technically-advanced chemical solutions used throughout the life-cycle of the oilfield in North America. In their drilling fluids
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Q4 2024 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q4/24 Results & analysis4 Ensign is a large driller with operations in the US, Canada and internationally. Its contract drilling fleet has 89 marketed rigs in Canada, 70 in the US and 27 rigs internationally, for a total
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Q4 2024 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q4/24 Results & analysis Freehold had production from its royalty interests in Canada and the US of 15,306 boe/d in Q4/24 versus 14,863 boe/d in Q4/23. The make-up in Q4/24 was 9,367 b/d of liquids (65%). By country, Canada
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Q4 2024 Kiwetinohk Energy Quarterly report Ticker symbol: KEC-T View KEC-T Company Page Financial Highlights KEC Q4/24 Results & analysis Kiwetinohk had a strong Q4/24 with production increasing by 12% to 27,657 boe/d from 24,707 boe/d in Q4/23 and above the Q3/24 production level of 25,996 boe/d. For all of 2024 production came in at
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Q4 2024 NuVista Energy Quarterly report Ticker symbol: NVA-T View NVA-T Company Page Financial Highlights NVA Q4/24 REsults & analysis NuVista is focused on the scalable and repeatable liquids rich Montney formation in two core areas, Wapiti and Pipestone. Condensate and liquids make up a high percent of production (36% – Q4/24). In Q4/24 NuVista
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Q4 2024 Paramount Resources Quarterly report Ticker symbol: POU-T View POU-T Company Page Financial Highlights POU Q4/24 REsults & analysis Paramount has a history of very successful growth and managing the assets for shareholder returns versus a long-term production size approach. In January 2025 POU completed the sale of 67,600 boe/d (50% liquids) of their
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Q4 2024 Rubellite Energy Quarterly report Ticker symbol: RBY-T View RBY-T Company Page Financial Highlights RBY Q4/24 Results & analysis Rubellite is focused on the hot Clearwater (and Mannville) heavy oil core area (average API 13 degrees) and the East Edson liquids rich natural gas area. This after the merger with Perpetual Energy In October
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Q4 2024 Strathcona Resources Quarterly report Ticker symbol: SCR-T View SCR-T Company Page Financial Highlights SCR Q4/24 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) in 2023, a company
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