Archive for the 'BCEI' Category


15
Mar

Tuesday Morning – Shopping List Update

Print Friendly

. . 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 […]


11
Mar

Friday Morning

Print Friendly

. . 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 […]


08
Mar

Tuesday Morning – Wattenbergs

Print Friendly

. . 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 […]


01
Mar

Macro Tuesday Morning Plus BCEI, NFX

Print Friendly

. . 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 […]


06
Nov

T.G.I.F.

Print Friendly

. . 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, […]

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
Get Adobe Flash player