PREVIOUS INDEX NEXT Top Picks Now April 4, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESNone this issue DOMESTIC NATURAL GAS COMPANIESPetrus ReourcesPRQ-T $1.32 INTERNATIONAL E&P COMPANIESAlvopetro EnergyALV-V $4.01 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.99 As we are cautious on the general stock market currently, we do not have a full slate of […]
SER: April 11, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of April 4, 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: April 11, 2024 – 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: April 11, 2024 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions as we initiated a position in international natural gas producer Alvopetro Energy (ALV-V) which pays a healthy dividend and has significant exploration growth potential. This is a smaller cap stock for entrepreneurial investors. We also added to our position in Touchstone
SER: April 11, 2024 – 6. Ownership Disclosure List Read More »
Q4 2023 Canacol Energy Quarterly report Ticker symbol: CNE-T View CNE-T Company Page Financial Highlights CNE Q4/23 REsults & analysis Canacol is a natural gas producing company in Colombia receiving US$4.39/mcf in Q4/23 (US$3.73/mcf in Q4/22). CNE has growth upside from exploration and development but has had challenges getting drilling licenses from the current anti-energy
Black Gold: Q4 2023 – Canacol Energy Read More »
Q4 2023 Petrus Resources Quarterly report Ticker symbol: PRQ-T View PRQ-T Company Page Financial Highlights PRQ Q4/23 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 Q4/23 was 9,474 boe/d
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Q4 2023 Questerre Energy Quarterly report Ticker symbol: QEC-T View QEC-T Company Page Financial Highlights QEC Q4/23 REsults & analysis Questerre saw production in Q4/23 of 1,794 boe/d down slightly from 1,830 boe/d in Q3/23. Of this production 83% came from their core Kakwa Montney play area. They plan to be involved in the drilling
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Q4 2023 Valeura Energy Quarterly report Ticker symbol: VLE-T View VLE-T Company Page Financial Highlights VLE Q4/23 REsults & analysis In 2022, Valeura made a move to Thailand and made several acquisitions of mature offshore oil fields. In Q4/23 they produced 19,165 b/d, down from 19,961 b/d in Q2/23 as one of their fields Wassana
Black Gold: Q4 2023 – Valeura Energy Read More »
Large Increases In US Commercial Crude Stocks And Components, Highlights Oversupplies. Crude Overpriced If Not For Geopolitical Risk. We will be moving our office in the last two weeks of April so our next ‘Eye On Energy’ will come out on May 1st, subject to our computers and tech being up and running on Friday
Eye on Energy: April 10 Read More »
Fear Of War Directly Between Iran And Israel Lifts Crude Prices US$6/b Over The Last Week. Global Economic, Political & Military Update Decent US economic growth accompanied by rising inflation (CPI and PPI) is making the pivot to lower rates more difficult for the Fed. The US 10-Year Treasury yield has risen from 4.09% at
Eye on Energy: April 3 Read More »
