Archive for the 'BCEI' Category


06
Nov

T.G.I.F.

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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, […]


20
Oct

Tuesday Morning – CRZO

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. . Market Sentiment Watch: Alternating fear and confidence appears to be setting up the beginning of another sideways trading period / bottoming move for the stronger names as we approach earnings season.  In today's post please find an update set of comments and cheat sheet for CRZO including EBITDA sensitivity in the wake of last week's guidance and […]


08
Oct

Thursday Morning – UPL

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. . Market Sentiment Watch: Focus likely turns back to the Fed.  In energyland news flow is picking up as expected and the groups continue to show improved traction as the change in tone in oil continues to manifest itself a bit earlier than expected.  In today's post please find the natural gas inventory preview, the oil inventory […]


28
Jul

Tuesday Morning – SWN, BCEI

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. . Market Sentiment Watch: China fears continue to weigh on oil and therefore the group. The group remains tractionless with leadership names continuing to fall and high to modesty leveraged small and mid cap names underperforming. We are patiently (very slowly) adding short term positions into weakness and increasingly disposed to add longer term positions this fall. We're […]


23
Jul

Thursday Morning

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. . Market Sentiment Watch: Baby and bathwater action continues in the group against he backdrop of renewed, strengthened negativity for oil prices in the near and ongoing apathy for natural gas.   In today's post please find the natural gas inventory preview, the oil inventory review (pretty neutral – build due to imports, production held flat […]

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