Previous Index Next Energy Market Update BUY signal occurred. One of our three key BUY signals for the energy sector is the price of crude. When it gets below breakeven prices, the industry shuts down and halts drilling. We saw that during the pandemic, and we have seen that at other times such as when […]
SER: December 21, 2023 – 2. Energy Market Update Read More »
Previous Index Next Company Updates Recent Action Alert Action alert: buy Seven New Investment Ideas On December 7, 2023, we circulated an Action Alert concerning seven new investment ideas. Click the button below to launch the content of the Alert in a new window. Lauch December 7 Action Alert Previous Index Next
SER: December 21, 2023 – 3. Company Updates Read More »
Q3 2023 Southern Energy Quarterly report Ticker symbol: SOU-V View SOU-V Company Page Financial Highlights SOU Q3/23 REsults & analysis Southern is focused on the natural gas basin in Central Mississippi. They have core areas Gwinville (the current main focus for growth with >120 horizontal locations to drill), Mechanicsburg, Williamsburg (with 60+ vertical locations) and
Black Gold: Q3 2023 – Southern Energy Read More »
Q3 2023 Hemisphere Energy Quarterly report Ticker symbol: HME-V View HME-V Company Page Financial Highlights HME Q3/23 REsults & analysis Hemisphere has grown via the drill bit and a focus on water floods and polymer floods in their two core areas. Under our SER Quality Scoring system, we rate HME as a B – a
Black Gold: Q3 2023 – Hemisphere Energy Read More »
Previous Index Next Quarterly reports This section covers the last 2 companies on our coverage list reporting their Q3/23 results. For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference calls in the investor section of their websites, under their events section. Most companies especially the larger
SER: December 21, 2023 – 4. Quarterly Reports Index Read More »
Previous Index Next Insider trading Review: Buying & Selling We thought it was again time to see what management and insiders were doing with their investments in their company stock since our last review on September 3rd. We include all the Canadian companies we cover in this review and have broken down the information under
SER: December 21, 2023 – 5. Insider Trading Read More »
Previous Index Next Coverage list Energy & Energy service companies • price as of December 14, 2023 *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: December 21, 2023 – 6. 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
SER: December 21, 2023 – 7. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We held eight positions before our recent SER Action Alert BUY signal. On that date (December 7, 2023) we added to two of the positions held and added one new idea, Bonterra Energy (BNE-T), which had been on the BUY list for some time. We
SER: December 21, 2023 – 8. Ownership Disclosure List Read More »
Yemen Houthi Attacking Of Red Sea Shipping Adds Nearly US$7/b Temporary War Premium. Global Economic, Political & Military Update The stock and bond markets continue to have positive momentum with the traditional seasonal holiday rally mode underway. There are a lot of excesses in both markets but for now investors are ignoring the negatives. Institutions
Eye on Energy: December 20 Read More »
