Archive for the 'exxi' Category


06
Nov

Thursday Morning – A Lot More 3Q14 Reports

Print Friendly

. . Market Sentiment Watch: Market eyes should be squarely focused on Payrolls tomorrow.  In today's post please find the oil inventory review, the natural gas inventory preview, and another swarm of earnings reports. As noted yesterday, the earnings roster is again full today and some of our comments will be a bit more brief than […]


30
Sep

Tuesday Morning

Print Friendly

. . Market Sentiment Watch: End of 3Q14, beware of noise. In today's post please find comments and an updated Wattenberg summary cheat sheet with a fresh BBG sheet as well and some other odds and ends. Also, in case you missed it, we liquidated our holdings in Permian mid cap leader ATHL in both the ZLT […]


15
Aug

T.G.I.F.

Print Friendly

. .   Market Sentiment Watch: Fear over a flat European growth outlook continues in the energy markets.   In today's post please find the natural gas inventory slide show, a quick post 2Q14 cheat sheet on the Bakkens (they're now officially cheap on 2015 estimates), brief comments on the OEDV quarter, and some other odds and […]


14
Aug

Thursday Morning – EXXI, RSPP

Print Friendly

. . Market Sentiment Watch: 2Q14 reporting season winding down as the last names trickle out their releases into the doldrums summer. We continue to update numbers and largely sit on hands during trading action that is this August market. At this point in the year, the operations updates of import have been filed and […]


05
Aug

Tuesday Morning – EOX, ROSE, CRZO Plus Many More

Print Friendly

. . Market Sentiment Watch: Busy day in energy land so let's get to it. In today's post please find comments on the 2Q14 reports from EOX (nice beat and a size acreage add on the cheap), ROSE (strong volumes, nice wells in Reeves), CRZO (also a nice beat, raising oil growth guidance, again).  Please […]

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

s2Member®
Get Adobe Flash player