Report Navigation Welcoming Comments 1. Quarterly Reports Review Of Q3/24 Results For Fourteen Companies. 2. Top Picks Now Two Ideas Trading At Very 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 Disclosure. Welcoming […]
Schachter Energy Report: November 28, 2024 Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers fourteen companies reporting their Q3/24 results. Birchcliff Energy (BIR-T) Bonterra Energy (BNE-T) Freehold Resources (FRU-T) Gran Tierra Energy (GTE-T) Kiwetinohk Energy (KEC-T) Paramount Resources (POU-T) Petrus Resources (PRQ-T) Rubellite Energy (RBY-T) Surge Energy (SGY-T) Total Energy (TOT-T) Touchstone Exploration (TXP-T) Tourmaline Oil (TOU-T) Valeura Energy (VLE-T) Vermilion
SER: November 28, 2024 – 1. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now November 21, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENONETHIS ISSUE DOMESTIC LIQUIDS COMPANIESObsidian Energy OBE-T $8.15 DOMESTIC NATURAL GAS COMPANIESNONETHIS ISSUE INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.53 ENERGY SERVICE COMPANIESNONETHIS ISSUE The ideas on this list are the best ideas and attractive prices for the selected company from each group at the
SER: November 28, 2024 – 2. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of November 21, 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: November 28, 2024 – 3. 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: November 28, 2024 – 4. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We are adding to our owned positions over the last month. Over time we plan to add other BUY ideas on our current Action BUY List, and to add new positions after we send our new Action Alert BUYs and wait the
SER: November 28, 2024 – 5. Ownership Disclosure List Read More »
Q3 2024 Birchcliff energy Quarterly report Ticker symbol: BIR-T View BIR-T Company Page Financial Highlights BIR Q3/24 Results & analysis Birchcliff is a Montney natural gas company with nearly a billion boe of reserves (83% natural gas) that should benefit when LNG facilities are up and running on the west coast of Canada. With weak
Black Gold: Q3 2024 – Birchcliff Energy Read More »
Q3 2024 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q3/24 Results & analysis Bonterra’s main production area is the Cardium oil pool in the Pembina & Willesden Green area with 284 booked locations. It has a growing presence in the Montney with 80+ locations to drill. It is
Black Gold: Q3 2024 – Bonterra Energy Read More »
Q3 2024 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q3/24 Results & analysis Freehold had production from its royalty interests in Canada and the US of 14,608 boe/d in Q3/24 versus 14,605 boe/d in Q3/23 but down from 15,221 boe/d in Q2/24 due to lower volumes of natural
Black Gold: Q3 2024 – Freehold Royalties Read More »
Q3 2024 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q3/24 REsults & analysis Gran Tierra works in three countries now: Colombia, Ecuador and Canada, with a focus on oil production. Production in Q3/24 came in at 32,764 b/d down from 33,490 b/d in Q3/23. Revenues fell 16%
Black Gold: Q3 2024 – Gran Tierra Energy Read More »
