Archive for the 'gst' Category


08
May

Thursday Morning – A Lot More E&P Earnings

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. . Market Sentiment Watch: Another busy one ahead. Next week, when earnings reports drop to just 2 or 3 per day that we care about look for us to start running the sbu groups with mini-valuation tables before the bigger Bakken Players style piece updates roll out.   In today's post please find comments on the […]


14
Mar

T.G.I.F.

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. .   Market Sentiment Watch: Nervous market continues.  In today's post please find the natural gas inventory slide show (one last big withdrawal) and the GST quarter.  In next week's set of posts look forward to updates on the ZLT Stats, a couple of unowned name update pieces, one Play Players list update, and some cheat sheets as […]


05
Feb

Wednesday Morning

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. . Market Sentiment Watch: Broad market still quite nervous with Payrolls due on Friday. In today's post please find the oil inventory preview, a wrap with cheat sheet and other items including the historical TEV/forward EBITDA chart for OAS, RRC reserves, a GST update, and several other odds and ends.  Ecodata Watch: We get ADP […]


17
Dec

Tuesday Morning

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. . Market Sentiment Watch: Market keyed up for one last round of Ben B tomorrow. Group continues to be in the doldrums as managers make profit protection related portfolio adjustments or just sleep in into year end. News flow should uptick one last time prior to dying off into the holidays. Sellside commentary continues to […]


04
Dec

Wednesday Morning – OPEC Holds Flat

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Market Sentiment Watch: Big week for economic data releases continues today with importance of the numbers growing into Friday's Payrolls data. Yesterday's weakness in the broad markets was attributed to taper fears which is fair if a bit silly but lackluster action after 8 weeks of nothing but up, in the last month of the […]

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