Previous Index Next Stock Market Overview Breakdown Imminent! Greed is rampant in the stock markets. The CNN Greed & Fear Index (Chart #1) has lifted to a reading of 78 (an Extreme Greed level). A week earlier (before the recent market weakness) it was at 81 near an all-time high. During Q3/22, it was at […]
SER: July 13, 2023 – 1. Stock Market Overview Read More »
Previous Index Next Energy Market Update Growth In Crude Demand To Come From Non-OECD Countries. Our bullish thesis for WTI crude oil with a price of US$90/b during Q4/23 and exceeding US$100/b in 2024, is based on moderate growth over the next 18 months in the OECD and healthy growth in non-OECD countries.In 2023 crude
SER: July 13, 2023 – 2. Energy Market Update Read More »
Previous Index Next Quarterly reports Introducing Coverage on Two New Energy Companies This section covers two new companies on our coverage list reporting their Q1/23 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
SER: June 15, 2023 – 3. Company Updates Read More »
Q1 2023 Southern Energy Quarterly report Ticker symbol: SOU-V View SOU-V Company Page Financial Highlights SOU Q1/23 REsults & analysis Southern is focused on the natural gas basin in Central Mississippi with 29,500 acres. They have four core areas Gwinville (the current main focus for growth with >120 horizontal locations to drill), Mechanicsburg, Williamsburg (with
Black Gold: Q1 2023 – Southern Energy Read More »
Q1 2023 Valeura Energy Quarterly report Ticker symbol: VLE-T View VLE-T Company Page Financial Highlights VLE Q1/23 REsults & analysis In 2022, Valeura made a move to Thailand and has made several acquisitions of mature offshore oil fields. In Q1/23 they produced 20,475 b/d. They now will have production from four fields (Jasmine – 9,000
Black Gold: Q1 2023 – Valeura Energy Read More »
Previous Index Next Coverage list Energy & Energy service companies • price as of July 6, 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: July 13, 2023 – 4. 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: July 13, 2023 – 5. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We currently hold nine positions and have added to some of our holdings during periods of market weakness.We expect to add to currently owned positions over time, to BUY other ideas on our current Action BUY List and add new positions after we send out
SER: July 13, 2023 – 6. Ownership Disclosure List Read More »
Large US Crude Inventory Build Offset By Russia and Saudi Arabia Production Cuts. Crude Prices Lift To Two Month Highs. Global Economic, Political & Military Update US CPI inflation fell back and this lifted stock markets worldwide as hope lifted that the Federal Reserve may hold off lifting its Fed Funds rate on Wednesday July
Eye on Energy: July 12 Read More »
Concern About Collective Central Bank Tightening This Month Smothers Stocks. Global Economic, Political & Military Update US Treasury Yields have lifted sharply from 3.75% in early May to today’s high of 5.04%. The decade high was in early March at 5.05% so we are close to breaking out in yields. The battle over economic slowdown
Eye on Energy: July 6 Read More »
