Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

Secure Energy Services / Equity Bottom-Up

<ul><li>Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.</li><li>The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.</li><li>Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Secure Energy Services (SES) operates in the waste management and energy services industry, focusing on recurring revenue and pipeline businesses.The company has potential for growth through acquisitions, with a strong focus on tuck-in acquisitions in the metals recycling sector.Despite potential risks such as safety concerns and regulatory changes, Secure Energy Services has a strong dividend yield, free cash flow yield, and growth prospects, making it an attractive investment opportunity.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Secure (SES CN) is recommended as a long investment with a price target of $19 in 2 years, offering a potential 125% return.</li><li>The company has a market cap of $2.6 billion and is viewed as a high-quality company trading at a discounted valuation.</li><li>Secure is transitioning from an energy service company to a waste management/infrastructure company, with an impending asset sale expected to generate $1.15 billion, leading to a substantial buyback and potential stock re-rating.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Secure (SES CN) is recommended as a long investment with a price target of $19 in 2 years, offering a potential 125% return.The company has a market cap of $2.6 billion and is viewed as a high-quality company trading at a discounted valuation.Secure is transitioning from an energy service company to a waste management/infrastructure company, with an impending asset sale expected to generate $1.15 billion, leading to a substantial buyback and potential stock re-rating.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Secure Energy Services Inc (SES.) - Tuesday, Dec 19, 2023

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

China Petroleum & Chemical / Technical Analysis

<ul>
<li>In last week's Int'l Compass (Jan. 27) we highlighted that the broad global indexes were breaking down, but that we were watching for potential false breakdowns.</li>
<li>We are now getting those false breakdowns as major levels have been reclaimed; we view this as a net positive.</li>
<li>We continue to see select areas that are attractive (namely cyclical value and defensive Sectors) and we expect markets to remain mixed.</li>
</ul>


In last week's Int'l Compass (Jan. 27) we highlighted that the broad global indexes were breaking down, but that we were watching for potential false breakdowns.
We are now getting those false breakdowns as major levels have been reclaimed; we view this as a net positive.
We continue to see select areas that are attractive (namely cyclical value and defensive Sectors) and we expect markets to remain mixed.


False Breakdowns on Global MSCI Indexes as the US Dollar Weakens; Ideas Within Energy & Financials

Canada

Secure Energy Services Inc., is an energy services company that focuses on providing specialized services to upstream oil and natural gas companies operating in the Western Canadian Sedimentary Basin. The Company treats and sells crude oil and the handling of by-products associated with oil and natural gas development and production.

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Secure Energy Services (SES CN)

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

The article covers the discussion of Secure Energy Services, focusing on its workflow transformation, previous acquisitions, waste management...

Yet Another Value Podcast

Secure Energy Services Inc (SES.) - Tuesday, Dec 19, 2023

Secure (SES CN) is recommended as a long investment with a price target of $19 in 2 years, offering a potential 125% return. The company has a...

Value Investors Club

False Breakdowns on Global MSCI Indexes as the US Dollar Weakens; Ideas Within Energy & Financials

Global sovereign bond yields remain on an upward trajectory, with 10-year yields hitting multi-year highs this week in many countries; we expect...

Vermilion Research

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