Archive for the 'BCEI' Category


Tuesday Morning – Shopping List Update

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. . Market Sentiment Watch: From here the week gets a lot busier on the economic data front with tomorrow's Yellen press conference likely the peak of volatility for the week. In energyland all eyes remain on oil and will transition from paying attention to the the positive and negative chatter back to US inventories before today's close. Sources indicate refinery […]


Friday Morning

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. . Market Sentiment Watch:  In today's post please find comments on the natural gas inventory report (in line, abnormally warm weather suggests this could be the trough or a week/weak away from the trough), comments on IEA's suddenly less bearish view of oil, wrap and cheats for gassy names SWN (holding pattern with lower volumes) and […]


Tuesday Morning – Wattenbergs

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. . Market Sentiment Watch: China import/export data was weak and is roiling markets this morning.  In today's post please find the Wattenberg Players table update with most recent quarter and outlook notes as well as the individual cheat sheets for those names. Please also find comments on yet another set of secondary offerings in the space (more […]


Macro Tuesday Morning Plus BCEI, NFX

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. . Market Sentiment Watch: In today's post please find a set of cheat sheet updates and wrap comments on several names that reported last week, comments on the BCEI quarter (strong quarter but the canned the RMI sale and as such didn't guide for the full year 2016), an updated cheat sheet post call for NFX, comments […]



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. . Market Sentiment Watch: Market focused on Payrolls.  We're wrapping up a busy week on the conference call front with a few more calls.  In today's post please find the natural gas inventory review (smaller than expected injection (again) on the back of weaker production and weaker imports from Canada), plus comments on the EOG, […]

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