Page 42 – Schachter Energy Report

SER: May 30, 2024 – 1. Quarterly Reports Index

CEU, CNE, ENB, ESI, GTE, NVA, OBE, PD, POU, PPL, PRQ, Quarterly Reports Index, SER, STEP, TOT, TOU, TPZ, TRP, VET, VRN, WCP, YGR

PREVIOUS INDEX NEXT Quarterly reports This section covers twenty companies reporting their Q1/24 results. Canacol Energy (CNE-T) CES Energy Services (CEU-T) Enbridge (ENB-T) Ensign Energy Services (ESI-T) Gran Tierra Energy (GTE-T) NuVista Energy (NVA-T) Obsidian Energy (OBE-T) Paramount Resources (POU-T) Pembina Pipeline (PPL-T) Petrus Resources (PRQ-T) Precision Drilling (PD-T) STEP Energy Services (STEP-T) TC Energy […]

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SER: May 30, 2024 – 2. Top Picks Now

CR, OBE, SER, STEP, Top Picks, TXP

PREVIOUS INDEX NEXT Top Picks Now May 23, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESObsidian EnergyOBE-T $9.81 DOMESTIC NATURAL GAS COMPANIESCrew EnergyCR-T $4.36 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.62 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.96 As we are cautious on the general stock market currently, we do not have a full slate of

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SER: May 30, 2024 – 3. Coverage & Valuation Lists

Coverage & Valuation Lists, SER

PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of May 22, 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: May 30, 2024 – 4. 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: May 30, 2024 – 5. Ownership Disclosure List

Disclosure List, SER

PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We added to our position in Touchstone as it fell back on the arbitrage of the Trinity takeover and Q1/24 production that was below expectation. The company still sees reaching their target of over 14,000 boe/d before year end.We expect to add

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Black Gold: Q1 2024 – Canacol Energy

CNE, Quarterly Reports, SER

Q1 2024 Canacol Energy Quarterly report Ticker symbol: CNE-T View CNE-T Company Page Financial Highlights CNE Q1/24 Results & analysis Canacol is a natural gas producing company in Colombia receiving an operating netback of US$4.90/mcf in Q1/24 up from US$4.01/mcf in Q1/23. CNE has growth upside from exploration and development but has had challenges getting

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Black Gold: Q1 2024 – CES Energy Solutions

CEU, Quarterly Reports, SER

Q1 2024 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q1/24 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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Black Gold: Q1 2024 – Enbridge

ENB, Quarterly Reports, SER

Q1 2024 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q1/24 REsults & analysis Enbridge moves around 30% of the crude oil produced in North America (>3.1 Mb/d) and nearly 20% of natural gas consumed in the US. The company has a market cap of $107B. Enbridge sees itself as

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Black Gold: Q1 2024 – Ensign Energy

ESI, Quarterly Reports, SER

Q1 2024 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q1/24 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

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Black Gold: Q1 2024 – Gran Tierra Energy

GTE, Quarterly Reports, SER

Q1 2024 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q1/24 REsults & analysis Gran Tierra works in Colombia and Ecuador with a focus on oil production. Production in Q1/24 rose 3% and came in at 32,242 b/d from 31,611 b/d in Q1/23. Production in early May reached

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