Archive for the 'HCLP' Category


01
Aug

Wednesday Morning – NFX, HCLP, WLL

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the oil by state/region production slide show, comments on the NFX quarter (big beat on big volume quarter with lower cost and strong realized prices, guidance increase, nice well highlights), comments on the HCLP quarter (in line, all eyes on sustainability […]


23
Jul

Monday to Thursday Post

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. . Market Sentiment Watch: We are on a workation this week. Today's post will grow as the week progresses. Today, please find comments on the HAL quarter (in line, upbeat, call notes to be added this morning) and comments on string of HCLP news (big customer supported expansion, further vertical integration, and a monster jump in […]


27
Jun

Wednesday Morning

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. . Market Sentiment Watch: Energy groups continue to slowly gain traction as OPEC+ delivered the goods and the U.S. plans to crimp Iran's ability to export. Much of the fear in service appears well priced in (at least in our names) and the Permian names are awaiting the first taste of really wide differentials […]


02
May

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day (very good day in group earnings). In today's post please find the oil and natural gas previews, comments on the HCLP quarter (beat, fundamentals remain tight), comments on the PES quarter (beat, hitting on all cylinders now, estimates to move up, leverage situation continues to improve), comments on the NFX […]


20
Apr

Friday Morning – COG, SLB

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. . Market Sentiment Watch: Improving energy sentiment. In today's post please find the natural gas storage review (bigger than expected draw, stocks now off over 800 Bcf relative to year ago levels and nearly 450 Bcf below the 5 year average … good starting point for the injection season, 3rd lowest level for stocks in […]

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