PREVIOUS INDEX NEXT Energy Market Update Crude Oil and Natural Gas. Crude Oil This new commodity super cycle started during the worst of the Covid lockdowns in 2020. Specifically for crude we have seen WTI lift from US$6.50/b in April (negative pricing in the futures market) and so far, has risen to US$130.50/b (in February […]
SER: January 18, 2024 – 3. Energy Market Update Read More »
PREVIOUS INDEX NEXT Company Updates New Company coverage and update. Introducing New Coverage Petrus Resources Ltd. (PRQ-T $1.33) In 2023, Petrus focused on paying down debt and building a pipeline infrastructure in their North Ferrier Cardium area so pad drilling (and behind pipe production) could increase production. Production in Q3/23 was 9,880 boe/d from 6,639
SER: January 18, 2024 – 4. Company Updates Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of January 11, 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
SER: January 18, 2024 – 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: January 18, 2024 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions and continue to add to positions when they are bargains.Of the nine positions we hold, Crew Energy has been the best performer.We expect to add to all owned positions over time, to BUY other ideas on our current Action BUY List,
SER: January 18, 2024 – 7. Ownership Disclosure List Read More »
Q3 2023 Petrus Resources Quarterly report Ticker symbol: PRQ-T View PRQ-T Company Page Financial Highlights PRQ Q3/23 REsults & analysis In 2023, Petrus focused on paying down debt and building a pipeline infrastructure in their North Ferrier Cardium area so pad drilling (and behind pipe production) could increase production. Production in Q3/23 was 9,880 boe/d
Black Gold: Q3 2023 – Petrus Resources Read More »
Crude War Premium Expands As US And Allies Shoot Down Large Houthi Drone Attack In Red Sea. Global Economic, Political & Military Update The stock and bond markets are struggling as we start 2024. Over the first week of 2024 the stock markets were down and historically this has led to negative performance for the
Eye on Energy: January 10 Read More »
Crude Oil War Premium Shrinks As Allied Warships Patrol Red Sea Global Economic, Political & Military Update I will be traveling next week so there will be no ‘Eye On Energy’ report. Our next issue will be out on Wednesday January 10, 2024. The stock and bond markets continue to enjoy strong year end performance.
Eye on Energy: December 28 Read More »
Report Navigation Welcoming Comments 1. Stock Market Overview Very Overbought. 2. Energy Market Update BUY Signal Occurred. 3. Company Updates Action Alert as of December 7. 4. Quarterly Reports Review of the last two Covered Company Q3/23 Results. 5. Insider Trading December 21, 2023. 6. Company Lists Covered Companies & Valuation Analysis. Company Links. 7.
Schachter Energy Report: December 21, 2023 Read More »
Previous Index Next Stock Market Overview Very Overbought. Stock markets have not been synchronized this year as the biggest gains have come from AI, the FAANGs and other tech names. Only in the last few weeks have other stocks gotten some heft as short covering and bottom fishing has gone on. Complacency is widespread and
SER: December 21, 2023 – 1. Stock Market Overview Read More »
