Archive for October 21st, 2009


21
Oct

NFX Reports Solid 3Q09 Results – Pre Call Note

    NFX Reports Beats 3Q Street Estimates; Accelerating Rig Activity A few key takeaways from the quarterly release and @NFX update before we delve into the quarter: Production profile continues to get oilier Increasing Rig Count in high impact plays. Oil plays see rigs added to Bakken (potentially going to 3 rigs from 1 […]


21
Oct

Wednesday Morning Oil Preview, Gas Storage Thoughts + Coal Earnings Notes

    In Today’s Post: Holdings Watch Commodity Watch Oil Inventory Preview Stuff We Care About Today – WLT – good quarter, NBR – not so much Odds & Ends Holdings Watch: $10KP II: $34,900 64% Cash The Current Holdings Tab is updated.   Yesterday’s Trades: HK – Added (10) November $30 Calls (HKKF) for $0.85 […]

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