Archive for the 'MGY' Category


21
Aug

Tuesday Morning – EPE, VNOM, MGY

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. . Market Sentiment Watch: Another slow summer day in terms of economic and energy related data. In today's post please find the oil inventory preview, comments and a cheat sheet on EPE, comments and an updated VNOM mini model, comments on MGY's accretive deal in their backyard, and some other odds and ends.  Ecodata Watch: No […]


15
Aug

Wednesday Morning – MGY, FANG

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. . Market Sentiment Watch: Bigger day on the economic data front. In energyland, yet another big Permian deal. In today's post please find updated 2Q18 comments and a cheat sheet for MGY (reported select 2Q items yesterday) including our thoughts on 2019 EBITDA, comments on FANG's big deal (bargain, opportunity to improve the operation from a […]


14
Aug

Tuesday Morning – PE, JAG, AMR, MGY

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. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]


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 […]


11
Jul

Wednesday Morning – OPEC, FANG

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. . Market Sentiment Watch: Trade war fears refreshed overnight along with concern about NATO. Energy group sentiment gradually turning more positive despite re-widened differentials for the Permian. In today's post please find the oil and natural gas inventory previews, comments on the OPEC MOMR (their initial demand target for 2019 was exactly in line with the top […]

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