Archive for February 26th, 2009


26
Feb

SWN 4Q08 Pre Call Note

  SWN Reported "In Line" 4Q08 Results;  Provides Further Positive Results In The Fayetteville Shale The 4Q Numbers: Production: 57.6 Bcfe (626 MMcfepd) 44.1 Bcfe (479 MMcfepd) from the Fayetteville Shale Revenues reported of $500 mm vs $540 mm expected Fayetteville shale price realizations averaged $1.80 per Mcf below NYMEX prior to the completion of […]


26
Feb

GMXR 4Q08 Pre Call Note

  GMXR Reported In Line Result; Promising Haynesville/Bossier Completions Talk about a story that has gotten simpler. Think 25 Haynesville wells in 2009 consuming 98% of the budget and leading to a back end loaded year with 2009 growing 86% over 2008 levels. The 4Q Numbers: Production: 35.7 MMcfepd (a bit higher than recently reduced […]


26
Feb

Thursday – Natural Gas Inventory Preview and Oil Inventory Review Plus Lots Of Earnings

  In Today’s Post: Holdings Watch Commodity Watch Natural Gas Preview EIA Oil Inventory Review Earnings Watch – LINE, CLR, GDP Stuff We Care About Today Odds & Ends   Holdings Watch: The wiki tab is updated. FSLR -$10KP –  Added (3) FSLR $135 March Calls (QHBCG) for $3.20 with the stock at $116.   […]

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