Archive for the 'BCEI' Category


07
Nov

T.G.I.F.

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. .   Market Sentiment Watch: Energy markets remain nervous and likely will through OPEC at month's end. In other areas, please see our note on natural gas production in the commodity section today.  In today's post please find the natural gas inventory slide show (bigger than expected injection) and comments on the NOG quarter (nice volume beat) […]


07
Oct

Tuesday Morning

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. . Market Sentiment Watch: Another light day on the economic data front.  Last week we wrote that we didn't expect the start of 4Q14 to be like a light switch being flipped back to the on position for the E&P and broader energy groups and so far October has shown more fear and baby and […]


08
Aug

T.G.I.F.

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. .   Market Sentiment Watch: More earnings reports as the markets languish.  In today's post please find the natural gas inventory slide show (slightly smaller than expected injection and the first weekly non-record injection in recent memory) and quarterly reports from NOG (big big beat) and BCEI (meet on volumes, miss on production taxes, other costs […]


15
Jul

Tuesday Morning

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. . Market Sentiment Watch: Eyes return to economic data briefly this morning before Yellen tries to reassure congress that the economy is on some sort of track.  In today's post please find some comments on a pro forma look at WLL and some other odds and ends.  Ecodata Watch: We get Retail Sales at 8:30 am […]


23
May

T.G.I. Long Weekend

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. .   Market Sentiment Watch: Look activity to rapidly get boring after the open as traders and buyside types hit the beach early. In today's post please find the natural gas inventory slide show (another bigger than five year average injection as expected but this should taper off soon) and thoughts and updated cheat sheets for […]

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