Archive for February 29th, 2008


29
Feb

T.G.I.F. + SWN Results Rock

What a week! $102+ oil and $9+ natural gas! Thank you Ben Bernanke for peso-izing the dollar. I'm especially glad you don't see a recession on the horizon since the inflation you've helped to create can only be reigned through a V-shaped recovery in rates.  Commodity Watch: Natural Gas: Shot the moon yesterday after again […]


29
Feb

SWN Reports A Beat, Guides 1Q Higher, And Gives Positive Fayetteville Shale Update: Pre Call Notes

SWN – $67.65 as of 2/28/08 4Q EPS of $0.41 vs Street Consensus of $0.36 4Q CFPS of $1.17 vs Street of $1.06 (range of $0.97 to $1.16 so they beat all 18 analysts putting out quarterly #'s) 4Q production was 34.9 Bcfe; 8% higher than guidance from 12/19. 1Q08 guidance by 1 Bcfe to […]


29
Feb

EOG Analyst Conference Notes Wrap – 2/28/08 – 4 New Plays

  These Are My Call Notes With A Little Analysis Added. Key points followed by detail from the conference:  Production guidance going up: 2009 and 2010 go to 13 to 15% growth from the previously stated 10% level. Its important to note that these new volume levels do not include assumed production from the new […]

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