External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Secure Energy Services / Equity Bottom-Up

<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><p><em>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.</em></p>

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

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Thematic (Sector/Industry)

<ul><li>We expect oilfield service stocks to continue to outperform in 2023 and beyond based on supportive oil price fundamentals, rising capex levels amongst E&amp;Ps, and pricing power leading to margin expansion </li><li>Despite the sector’s strong fundamental tailwinds and the probability for a multi-year commodity supercycle, oilfield service companies are still trading at trough-level multiples In order to end the oil supply deficit, additional rigs are required to be deployed; providing organic growth and pricing power for oilfield service names.</li><li>This will create another year of margin expansion for oilfield service stocks as they take advantage of operating leverage.</li></ul>

We expect oilfield service stocks to continue to outperform in 2023 and beyond based on supportive oil price fundamentals, rising capex levels amongst E&amp;Ps, and pricing power leading to margin expansion Despite the sector’s strong fundamental tailwinds and the probability for a multi-year commodity supercycle, oilfield service companies are still trading at trough-level multiples In order to end the oil supply deficit, additional rigs are required to be deployed; providing organic growth and pricing power for oilfield service names.This will create another year of margin expansion for oilfield service stocks as they take advantage of operating leverage.

Oilfield Services: Another Great Year Ahead

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)

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

Oilfield Services: Another Great Year Ahead

We expect oilfield service stocks to continue to outperform in 2023 and beyond based on supportive oil price fundamentals, rising capex levels...

Atrium Research

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