Archive for the 'CDEV' Category


17
May

Wednesday Morning – More Permian

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. . Market Sentiment Watch: D.C. headlines hitting broad market futures. Very quiet in energyland pre OPEC. We continue to update thoughts on positioning in the wake of a strong 1Q17 reporting season. In today's post please find updated cheat sheets for Permian Players CDEV, and CXO, and the annotated Permian Short Form Multiples table, and some other odds […]


11
May

Thursday Morning – The Quarter So Far, CDEV, OPEC

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. . Market Sentiment Watch: In today's post please find the oil inventory review (better headline numbers, strong gasoline demand, strong distillate exports, weak crude imports), the natural gas preview (smaller than average injection expected), comments on the OPEC Monthly (negative leaning for oil prices), a new version of So Far This Quarter – Part 1 […]


30
Mar

Thursday Morning

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (record for week of year throughput and gasoline demand, near record distillate demand, a big bounce in oil exports), the natural gas preview (expected to be better than year ago and five year average again but nearly moot as thoughts turn […]


28
Mar

Tuesday Morning – Multiples Updates

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. . Market Sentiment Watch:  In today's post please find comments on JAG with an updated cheat sheet, the early read on oil inventories, the weekly short form valuation tables for the Permian (this week adds JAG and CDEV), the Wattenbergs, and the Bakkens, and some other odds and ends.  Ecodata Watch: We get Case-Shiller […]


05
Dec

Monday Morning

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. . Market Sentiment Watch: Last week was our second largest of the year with the ZLT rising ~ 6% leaving the portfolio up 46.4% year to date. Expect some retrenchment as many names are at 52 week, cycle, and/or all time highs and have gaps in their charts. We are watching valuations closely and […]

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