Archive for the 'CPE' Category


16
May

Tuesday Morning – Permian Cheats Day 1

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. . Market Sentiment Watch: News flow at May slow in the group. In today's post please find cheat sheets for CPE, RSPP, JAG, LPI, the early reads on oil and natural gas inventories, and some other odds and ends.  Ecodata Watch: We get Housing starts at 8:30 am EST (no forecast, last read was […]


03
May

Wednesday Morning – CPE, NFX, RSPP, FANG, VNOM

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. . Market Sentiment Watch: Nervous group conditions persist as oil tests recent lows. In today's post please find the oil and natural gas inventory previews, comments on the CPE quarter (beat and reiterate), comments on the NFX quarter (beat and raise with new exploration on the horizon and monster outperformance from the enhanced STACK fracs), […]


09
Mar

Thursday Morning

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. . Market Sentiment Watch: Most market eyes on the Fed next week with nonfarm payrolls tomorrow largely a given unless it's way off course. In energyland, things are ugly this week. We're reaching capitulatory levels of fear and the outsized moves to the downside during 1Q17 are prompting further selling. A break of $50 WTI […]


28
Feb

Tuesday Morning – More 4Q16 Earnings

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. . Market Sentiment Watch: Big day on the economics front ending in the president's comments on a proposed top line budget this evening.  In today's post please find comments on the quarterly reports for CPE (modest quarterly miss, a 2017 guidance boost, additional zone at Monarch now flowing), EOG (big EBITDA beat, guidance is light […]


14
Feb

Tuesday Morning

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. . Market Sentiment Watch: All eyes on Yellen as bond market nervously awaits semi annual testimony (fear of a March rate hike is still fairly low as is faith in 3 hikes in 2017).  In today's post please find comments on GPOR (in line, guidance a touch soft, not much to see here), NBL […]

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