Q4 2025 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q4/25 Results & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract-drilling fleet comprises 188 rigs and 145 service rigs. In 2025, revenues totalled $1.84B, down 3.1% from $1.90B in 2024. […]
Black Gold: Q4 2025 – Precision Drilling Read More »
Q4 2025 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q4/25 REsults & analysis Obsidian is an intermediate-sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In Q4/25, Obsidian saw production of 27,971 boe/d compared to 27,316 boe/d in Q3/25. In early Q2,
Black Gold: Q4 2025 – Obsidian Energy Read More »
PREVIOUS INDEX NEXT Top Picks Now February 20, 2026 ROYALTYCOMPANIESNone This issue DOMESTIC LIQUIDS COMPANIESNONE THIS ISSUE DOMESTIC NATURAL GAS COMPANIESNONE THIS ISSUE INTERNATIONAL E&P COMPANIESNone This Issue ENERGY SERVICE COMPANIESNone This issue There are no ideas at an attractive price at this time. The idea on this list is the best idea and attractive
SER: February 26, 2026 – 6. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of February 20, 2026 *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: February 26, 2026 – 7. 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: February 26, 2026 – 8. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We hold 11 positions and plan to invest our reserves when we get our next BUY signal. SER Ownership Disclosure February 20, 2026 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by
SER: February 26, 2026 – 9. Ownership Disclosure List Read More »
February 25, 2026 1:03 pm Crude Oil Should Be Under Pressure As Total US Stocks Grew 11.2 Mb On The Week. Global Economic, Political & Military Update Stock markets are awaiting president Trump’s next move regarding Iran. Negotiations are continuing but seem to be dragged out with no prospect of a reasonable solution. In the
Eye on Energy: February 25 Read More »
Josef Schachter on Commodity Culture Josef Schachter believes that current prices in the energy sector are presenting a massive opportunity for contrarians who can see the writing on the wall: oil and gas demand are rising, not falling, and supply is become severely constrained, leading to setup that Josef thinks will ultimately bring us back
Josef on Commodity Culture – February 22 Read More »
Josef Schachter on Oil Ground Up In this conversation, Josef Schachter discusses the current state of the oil market, emphasizing the ongoing energy super cycle and the challenges faced by both US and Canadian oil production. He highlights the limitations of OPEC in increasing production and the implications for global oil prices. Schachter also addresses
Josef on Oil Ground Up – February 20 Read More »
February 19, 2026 2:02 pm Iran’s Diplomatic Intransigence Means US Attack Against IRGC Likely In The Coming Days. Global Economic, Political & Military Update Iran’s negotiating strategy to drag out discussions with the US on thematic issues (guiding principals) and not substance makes it more likely that the US will attack Iran in the coming
Eye on Energy: February 19 Read More »
