Archive for the 'CDEV' Category


07
Aug

Tuesday Morning – CPE, OAS, and more

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. . Market Sentiment Watch: Busy day on the earnings front.  Our comments may be more bullet point oriented than normal. If something isn't clear, please ask in the comments section.  In today's post please find the early read on oil inventories (we expect a bounce in exports this week to help with the headline crude […]


09
May

Wednesday Morning – More Permian and Other Earnings

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. . Market Sentiment Watch: Middle East risk premium increased.  In today's post please find the oil inventory preview (a bit of an atypical for time of year report expected), the early read on natural gas inventories (we see current consensus for tomorrow's build as low), comments on yesterday's EIA STEO, comments on the FANG […]


27
Feb

Tuesday Morning – So Far This Quarter, JAG, CDEV

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. . Market Sentiment Watch:  In today's post please find a fresh edition of So Far This Quarter (35+ names and counting as we move into Week 7 of the 4Q17 reporting season), comments on the CDEV quarter (beat, longer term oil guidance range, capex is high but balance sheet is very strong), comments on JAG (mixed bag […]


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 […]

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