Archive for the 'CPE' Category


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 […]


14
Dec

Wednesday Morning – CPE, WPX

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. . Market Sentiment Watch: All eyes on Fed. There should be no surprises from the meeting with a rate hike expected by most.  In today's post please find an updated cheat sheet and comments on WPX, comments on another CPE acquisition and offering (deep, high OOIP, nice price, deal done with ease, EBITDA headed higher), […]


18
Nov

Friday Morning – Permian Cheats

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. . Market Sentiment Watch: Volatility in the space continues post election and pre OPEC. In today's post please find a number of updated Permian cheat sheets and a couple of Permian Player matrix graphs as we get ready to update the Permian Players table next week, the natural gas inventory review and comments on the […]

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