Archive for the 'exxi' Category


30
Sep

Tuesday Morning

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. . 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.

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. .   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

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. . 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

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. . 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 […]


04
Jun

Wednesday Morning – Oil Inventory Preview Plus Catalyst List Update

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. . Market Sentiment Watch: All market eyes focused on Payrolls on Friday with ADP coming in soft this morning. Energy eyes focused on Europe stimulative efforts and OPEC next week (expecting a quick meet and greet with no change in quotas). Energyland continues to ease into summer with decent news flow from E&Ps that likely tapers […]

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