26
Apr

Wrap – Week Ended 4/24/15

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Questions and comments will be addressed in the Monday post. 

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wrap 042415

4 Responses to “Wrap – Week Ended 4/24/15”

  1. 1
    tomdavis12 Says:

    Z  Don't know if you got a chance to go through the CLB quarter. Quarter was excellent. Nice move since mid March. CEO was on Cramer last Thurs. Calling for a V crude bottom. Quoting shale as higher % of current production. Decline curves 70% 1st year, 40% second year and 20% third year. Since XOM & CVX will be out latter this week maybe we can compare the lower for longer guys with CLB's call. There is no question in my mind that CLB has made many good calls. Calling for Russian production decline as well.

  2. 2
    zman Says:

    re 1 – not beyond the basic numbers and what we had in the post last week, always a good listen, thanks, will get to the transcript soon. I don't put a lot of weight on the Major's calls on prices. 

  3. 3
    Ray Ganssle Says:

    Re 1 – Here's the link to Cramer's interview with Core Labs:

    http://www.cnbc.com/id/102619411

     

  4. 4
    zman Says:

    re 3 – thanks

    The calendar for the week ahead is up, the calm before the storm:

    http://zmansenergybrain.com/subscriber-data/calendar/

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