Archive for the 'LBRT' Category


02
Aug

Thursday Morning – LBRT, MTDR, CXO

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. . Market Sentiment Watch: Trade war concerns re-loom large ahead of the rest of this week's big data week. In energy land, we have three big beats in the portfolio today.  In today's post please find the oil inventory review (exports dip drove unexpected build despite record time of year demand while gasoline tied the […]


25
May

T.G.I.F.

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. . Market Sentiment Watch: OPEC+ attempting soft landing with message to market this week shifting to "cool it". Expecting a slow second half to the day today if not the full session. Expect bargain hunting to kick in in the group in the near term.  In today's post please find the the natural gas review […]


08
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Noisy day ahead as we get the White House decision on the JCPOA and the latest EIA STEO within about a two hour stretch on either side of noon. In today's post please find the oil inventory preview, comments on the OAS quarter (beat on pre-annouced volumes and modest raise), comments on the LBRT […]


14
Mar

Wednesday Morning – LBRT, MTDR

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. . Market Sentiment Watch:  In today's post please find an updated cheat sheet and post call thoughts on LBRT, an updated cheat sheet for MTDR, comments on the OPEC monthly (delayed until about 9 am EST), the oil inventory preview (in line with historic norms crude build expected with smallish product draws), and some other […]


13
Mar

Tuesday Morning

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. . Market Sentiment Watch:  In today's post please find comments on the LBRT quarter (ahead on revenue in line on EBITDA, looking to the call for guidance given very little in the release; overnight sell off on earnings miss), an updated RSPP cheat sheet (updated for 2017, note the 3 year plan growth and cash neutral Street […]

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