Archive for January, 2015


Wrap – Week Ended 1/23/15

. . Questions and comments under the Wrap will be addressed in the Monday post.  Click the link directly below this to … 



. .   Market Sentiment Watch: In energy land, nervousness continues as oil and the group seek a bottom. Big news of the last 24 hours will focus on the power transition in Saudi Arabia but we don't expect a near term oil policy shift as a result of the passing of King Abdullah. Inventories yesterday cast […]


Thursday Morning – Dualing Natural Gas and Oil Inventory Reports

. . Market Sentiment Watch: All eyes on likely QE for the ECB.  Slight change in tone in the energy space (positive) as group continues to saw sideways and a number of our names fill or begin efforts to fill the November OPEC gap.  Increased news flow is expected. In today's post please find previews for the […]


Wednesday Morning – Budgets Update

. . Market Sentiment Watch: Nervous broad and energy market conditions continue. In today's post please find an updated version of our look at budgets so far for 2015  – mostly lower, some revised lower more than once already, and more of that to come and a big wedge of names with no 2015 guidance yet […]


Tuesday Morning – HAL, BCEI, REXX, RSPP, MTDR

. . Market Sentiment Watch: Nervous energy markets continue. As usual, we have another set of group price and rating reductions out of the sellside to start this holiday shortened week. We've also got increased news flow out of the E&P group with several names updating operations and making other moves this morning.  While Service name […]

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