Previous Index Next Coverage list Energy & Energy service companies • price as of november 2, 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: November 9, 2023 – 5. 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 9, 2023 – 6. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We now hold seven positions as we harvested two of our holdings that are being taken over. We have seven positions, and we plan to increase this to over 10 positions when the bargains develop.We expect to add to currently owned positions during Q4/23 and
SER: November 9, 2023 – 7. Ownership Disclosure List Read More »
Q3 2023 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q3/23 REsults & analysis Gran Tierra works in Colombia and Ecuador with a focus on oil production. Production in Q3/23 rose 12% to 33,940 b/d from 30,391 b/d in Q3/22 and just above Q2/23 production of 33,719 b/d.
Black Gold: Q3 2023 – Gran Tierra Energy Read More »
Q3 2023 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q3/23 REsults & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract drilling fleet had 224 rigs and 121 service rigs before the closure of the CWC acquisition. It is gaining
Black Gold: Q3 2023 – Precision Drilling Read More »
Q3 2023 STEP Energy Services Quarterly report Ticker symbol: STEP-T View STEP-T Company Page Financial Highlights STEP Q3/23 REsults & analysis STEP is a deep-capacity coiled tubing, fluid and nitrogen pumping and fracking solutions provider in Canada and the US. Under our SER Quality Scoring system, we are raising the rate on STEP to an
Black Gold: Q3 2023 – STEP Energy Services Read More »
Q3 2023 Topaz Energy Quarterly report Ticker symbol: TPZ-T View TPZ-T Company Page Financial Highlights TPZ Q3/23 REsults & analysis Topaz is a royalty and infrastructure company founded by Tourmaline Oil (TOU-T) in 2019 and the company went public in Q4/20. It started just with royalty lands from Tourmaline but now deals with other entities
Black Gold: Q3 2023 – Topaz Energy Read More »
Q3 2023 Tourmaline Oil Quarterly report Ticker symbol: TOU-T View TOU-T Company Page Financial Highlights TOU Q3/23 REsults & analysis Tourmaline Oil is Canada’s largest and premier liquids rich natural gas producer with 4.5 Bboe, 75 years of drilling inventory and 24 years of proven and probable reserves. Revenues in Q3/23 fell 9% to $1.59B,
Black Gold: Q3 2023 – Tourmaline Energy Read More »
Q3 2023 Vermilion Energy Quarterly report Ticker symbol: VET-T View VET-T Company Page Financial Highlights VET Q3/23 REsults & analysis Vermilion has been around for over 25 years and has an approach to own assets in Canada and around the world. It was especially rewarded by shareholders for its natural gas assets in Europe when
Black Gold: Q3 2023 – Vermilion Energy Read More »
Q3 2023 Whitecap Resources Quarterly report Ticker symbol: WCP-T View WCP-T Company Page Financial Highlights WCP Q3/23 REsults & analysis Whitecap has grown rapidly over the last decade from under 30,000 boe/d to 157,026 boe/d via some internal growth and quite a few acquisitions and some divestitures to pay for the purchases. Its largest was
Black Gold: Q3 2023 – Whitecap Resources Read More »
