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BLACK GOLD SERVICE FOR ENERGY INVESTORS

MORE DETAILS OF THE BLACK GOLD SERVICE

The Schachter Energy Report is published to our website monthly within the last two weeks of each month. It contains three sections:

  1. Market & Energy Sector Overviews
  2. Company Profile (if a new company is being introduced)
  3. Company Lists & Q&A

Interim Updates are published between Schachter Energy Reports, and include timely corporate updates, quarter updates, and continued insight into market trends and covered company performance. Read more about these newsletters as well as other Black Gold Services below.

The Market/Energy Sector Overview* includes the following types of information and how it specifically affects the Energy Sector:

  • Global Market updates
  • Geo-Political issues
  • Financial cause and effects: Currency, Interest Rates, Money Supply
  • Global/ Regional issues impacting the price of Oil or Natural Gas
  • OPEC activity affecting supply and demand
  • Worldwide storage and its implications
  • Specific Overviews on Oil and/or Natural Gas
  • Relevant government or industry information: Energy Information Administration and others
  • Worldwide conflicts and how they impact the sector
  • Transportation, Infrastructure and Pipeline issues
  • Performance of Crude Oil, Natural Gas, and various Indices: S&P TSX Energy Index and more
  • Short Term and Long Term outlooks
  • Red-Amber-Green Light Indicators on buying the Energy Sector

*Market Overviews appear in both monthly publications: the Schachter Energy Report and the Interim Update to keep investors informed on a timely basis

When coverage on a new company is introduced, a detailed Company Profile is published in the Schachter Energy Report only.

  • Currently over 30 Companies are Covered
  • Mix of Large, Intermediate, Junior and Small Market Cap Energy and Energy Service Companies
  • Companies are Vetted for the following attributes:
    1. Attractive valuations
    2. Significant upside potential
    3. Good balance sheet
    4. Management Team that can execute successfully

There are Three areas we cover off in each Company Profile:

  1. The Basic Story
  2. Targets and Timelines
  3. The Balance of Evidence
  4. Financial Performance and SER Forecasts

1.The Basic Story includes three critical aspects:

PEOPLE:
Who is running the company? Do they have a good track record? How effective are their technical and people skill sets? What level of ownership do they have in their own company? Who are the key outside shareholders of note? What is their exit strategy and when?

PROJECTS:
Where are they operating? Do their projects have repeatability and scalability? What’s their growth and facilities timeframe? What’s the potential upside in one year and in there to five years? Are they operationally sound with low costs? Are they development and/or exploration focused? What are their timelines of activity and specific events to watch for? Do they have a High Impact exploration time line?

FINANCIAL CAPACITY:
What does the balance sheet look like? How have they been cutting costs over time? Do they have a low cost structure? Can they raise capital if needed? Do they grow via the drill bit or by acquisitions?

2. Targets and Timelines are established and plotted on each company’s Stock Chart. We establish Attractive Purchase Prices and Table-Pounding BUY Levels for each stock as well as our price forecast for one year and 3-5 ‘Bull Market Peak’ timelines for subscribers to consider as they make their investment decisions.

3. Balance of Evidence Table
This table summarizes each company profile by showing both POSITIVES and ISSUES OF CONCERN that may impact their ability to reach their goals and potential, including issues we would like to see resolved or what we would like to see them do in order to succeed.

4. Financial Performance Charts and SER Forecast  

Current Financial Highlights

Most recent Quarter Results and SER forecasts

Valuation Comparison year over year and SER forecasts

Annual Financials and SER forecasts

The following Lists are updated every two weeks and are included in both the Schachter Energy Report and the Interim Update:

Action Alert Performance Review

This has three charts:
Action BUY List – Recommended Company, BUY Price, Current Valuation, % Change and more
Action SELL List –Recommended Company, SELL Price, BUY Price, % Change and more
SER Ownership Disclosure –Which stocks Josef or immediate family members have purchased and when, at what price and if additional purchases were made in the last 30 days.

Coverage List

List of All Companies Covered broken into Market Cap Size
Includes, Current Stock Price, Shares Outstanding, Market Cap $, Alert BUY Level if an Action Alert is in effect… The Attractive Purchase Level and Table Pounding BUY Levels if still waiting, Book Value, 12 month Price Target, Market Peak Price, SER Ownership indicator

Company Page Links

Each Company Profile can be accessed through this Page either by accessing the initial Company Profile first, or by accessing All Posts for a specific Company starting with the most recent Information and ending with the Initial Company Profile.

Valuation Comparison

List of All Companies Covered broken into Market Cap Size
Includes Current Stock Price/Shares Outstanding & Market Cap $ PLUS Debt last Quarter, Enterprise Value, % Liquids t5o Natural Gas, BOE Production Last quarter, Enterprise Value per BOE , PLUS Dividends (if paid) $ annual/ share and % Yield

Energy Targets Chart

This chart tracks the prices of Crude Oil, NYMEX, AECO nd the S&P/TSX Energy INdex, and shoes Josef’s forecasts for H1/19, H2/19, 2020 and 2023.

Q&A with Josef

Send us your questions and Josef will answer the ones of most global interest in the Schachter Energy Report or in upcoming Webinar.

Disclosure policy

Outlining that Josef is a totally independent analyst, and does not receive pay, stock grants or options from Companies. It also explains our “wait” policy for Josef, his immediate family and/or service providers before they may purchase stocks for their own portfolios.

The Interim Update is published to our website monthly within the first two weeks of each month. It typically contains:

  1. Market & Energy Sector Overviews
  2. Analysis of  15 – 20 Covered Companies’ quarter-end or annual reports including: Quarter Results, Valuation Comparison year over year, Annual Financials, Josef’s Commentary

Market/Energy Sector Overview – timely updates

Includes the following types of information and how it specifically affects the Energy Sector:

  • Global Market updates
  • Geo-Political issues
  • Financial cause and effects: Currency, Interest Rates, Money Supply
  • Global/ Regional issues impacting the price of Oil or Natural Gas
  • OPEC activity affecting supply and demand
  • Worldwide storage and its implications
  • Specific Overviews on Oil and/or Natural Gas
  • Relevant government or industry information: Energy Information Administration and others
  • Worldwide conflicts and how they impact the sector
  • Transportation, Infrastructure and Pipeline issues
  • Performance of Crude Oil, Natural Gas, and various Indices: S&P TSX Energy Index and more
  • Short Term and Long Term horizons
  • Red-Amber-Green Light Indicators on buying the Energy Sector

*Market Overviews appear in both monthly publications: the Schachter Energy Report and the Interim Update to keep investors informed on a timely basis

Quarter Results Analysis

15-20 Covered Companies’ Quarter/Annual Reports will be covered over two  Interim Updates. Each company Report includes Quarter Results Table, Valuation Comparison year over year, Annual Financials, Josef’s analysis Commentary plus a summary of highlights.

These quarterly results are added to each Company’s “file” so that when you search by ticker symbol you will get all of Josef’s articles on that company with the most recent first, ending with the initial Company Profile.

Company Lists

The following Lists are updated every two weeks and are included in both the Schachter Energy Report and the Interim Update:

Action Alert Performance Review

This has three charts:
Action BUY List – Recommended Company, BUY Price, Current Valuation, % Change and more
Action SELL List –Recommended Company, SELL Price, BUY Price, % Change and more
SER Ownership Disclosure –Which stocks Josef or immediate family members have purchased and when, at what price and if additional purchases were made in the last 30 days.

Coverage List

List of All Companies Covered broken into Market Cap Size
Includes, Current Stock Price, Shares Outstanding, Market Cap $, Alert BUY Level if an Action Alert is in effect… The Attractive Purchase Level and Table Pounding BUY Levels if still waiting, Book Value, 12 month Price Target, Market Peak Price, SER Ownership indicator

Company Page Links

Each Company Profile can be accessed through this Page either by accessing the initial Company Profile first, or by accessing All Posts for a specific Company starting with the most recent Information and ending with the Initial Company Profile.

Valuation Comparison

List of All Companies Covered broken into Market Cap Size
Includes Current Stock Price/Shares Outstanding & Market Cap $ PLUS Debt last Quarter, Enterprise Value, % Liquids t5o Natural Gas, BOE Production Last quarter, Enterprise Value per BOE , PLUS Dividends (if paid) $ annual/ share and % Yield.

Energy Targets Chart

This chart tracks the prices of Crude Oil, NYMEX, AECO and the S&P/TSX Energy Index and shows Josef’s Forecasts for prices in 1H/19, 2H/19, 2020 and 2023

Disclosure policy – Outlining that Josef is a totally independent analyst, and does not receive pay, stock grants or options from Companies.  It also explains our five day “wait” policy for Josef, his immediate family and/or service providers before they may purchase stocks for their own portfolios.

Once a quarter, subscribers can join Josef live for a 90 Minute Webinar with 2-3 Q&A sessions. The Webinar is also recorded and stored in the Archives, so you can watch and listen to it at any time.

The key theme varies from quarter to quarter, but each Webinar will usually include the following:

  1. Market Overview
  2. Oil Overview
  3. Natural Gas Overview
  4. Two – Three 10 minute Q&A sections.

Additional topics in past have included:

  1. Company to Company comparisons: Good versus Bad Balance Sheets
  2. Company year over year comparisons: How high can their stock reasonably go?
  3. Strategy for building a great energy portfolio for the five-year run
  4. Why Josef is feeling Bullish – what supports this shift?

Haven’t attended a Webinar before? We offer you easy, step by step instructions on how to register and join! Click here to learn more about what a webinar is, and how the event is handled.

When a Company stock hits one of Josef’s Purchase Alerts, and the market is conducive to buying at the time, Josef will issue an Action Buy Alert.

A noticeably different looking email is sent out to subscribers Alerting you to the fact that Josef has determined that this is a good time and price to purchase a given stock. Sometimes it will coincide with the Attractive Purchase Level, but in most cases, Josef will try to get a price closer to the Table Pounding Buy price.

While it is impossible to pick the absolute bottom on a stock, especially given the turmoil surrounding the Energy Sector at present, the price Josef puts out in a BUY Alert is the one against which he measures his performance. He also measures performance against the S&P/TSX Energy Index.

When you receive an Action Alert in your email, you can simply click on the link in the email and it will take you directly to the Action Alert (if you are still logged in) or to the log in page. You can also locate the most recent Action Alert under the Tab REPORTS > Action Alerts.

IMPORTANT WARNING: If you have not yet “whitelisted” our email address as a safe sender, your emails may be directed to your trash or spam folders. Go to the SUPPORT Tab and get step by step directions on how to make sure your emails go directly into your inbox!

When you open the Action Alert, you will see a small chart with the company Name(s), the recommended Purchase Price and the S&P/TSX Energy Index at the time of the Action Alert. Whether or not you purchase one of these stocks is totally up to you.

From the moment Josef issues an Action Alert, subscribers have 5 full business days during which to purchase the stocks recommended should they be on a person’s investment plan. During that time Josef will not mention the company name in public (BNN or Money Talks etc) and he and his immediate family and associates are restricted from purchasing those shares for their own portfolios. This is to give subscribers an opportunity to make their investments first. On the sixth day, Josef is free to mention the stock as a Top Pick on BNN, Money Talks or any other public way, as well as to purchase the stock personally.

In addition, Actin Alerts may be issued if the market has reached a critical juncture point as it did in late November 2018 when the S&P Bullish Index fell to below 5% signalling a tremendous Buying Opportunity.

View Free Previews
APRIL 2017:

Featuring Josef Schachter’s Energy Market Overview and the first six Company Coverage Reports on Birchcliff Energy, InPlay Oil, Pengrowth Energy, SDX Energy, Surge Energy, and Tamarack Valley Energy.

AUGUST 2018:

Featuring a description of the Natural Gas Bull Market on the horizon, and the Vermilion Energy & Whitecap Resources company reports.

“Prepare to take advantage of ​an important buying opportunity once this persistent Energy Bear Market enters its final capitulation. By year-end 2017 ​another ​four to six year ​Bull ​Run should commence​.”

JOSEF SCHACHTER • Energy Market Specialist