Archive for the 'exxi' Category


17
Mar

Tuesday Morning – RSPP

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. . Market Sentiment Watch: Fed tomorrow has the nearly undivided attention of most market participants. Energyland continues to eye bits of commentary coming from closed door negotiations with Iran. In today's post please find comments on the RSPP 4Q14 results (much higher than expected volumes, low debt high growth story intact), a secondary filing for CRZO […]


09
Feb

Monday Morning

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. . Market Sentiment Watch: Slower week for economic data and a bit of a lull in between the oil service 4Q reports and the E&P 4Q reports.  See comments on the latest OPEC monthly in the Commodities Watch (moving in the right direction as expected). We're expecting increased volatility after a strong week last […]


06
Nov

Thursday Morning – A Lot More 3Q14 Reports

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. . 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

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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 […]

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