Archive for the 'MTDR' Category


23
Feb

Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

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. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]


03
Feb

Payrolls Friday

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. . Market Sentiment Watch: Payrolls likely take a lessor roll for the next several reports. In today's post please find the Natural Gas Inventory review (no surprises this week), the first iteration of This Quarter So Far (4Q16), comments on strong well results out of MTDR, and some other odds and ends. Please see the […]


07
Dec

Wednesday Morning – MTDR, DVN, LGCY

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. . Market Sentiment Watch: Another slow day on the economic data front. In energyland the focus for the oily names has shifted to thoughts of profit taking as minor worry weighs on crude in front of the Non OPEC portion of last week's OPEC shift. In gas land, all eyes remain focused on the […]


06
Dec

Tuesday Morning – XOG, PDCE, MTDR

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. . Market Sentiment Watch: Energyland news flow set to increase pre holidays.  In today's post please find updated thoughts and cheat sheets for PDCE and XOG after they provided 2017 guidance. Our estimate for PDCE (our largest Wattenberg holding) moved substantially higher and Street estimates for this still inexpensive name will be driving higher as […]


02
Nov

Wednesday Morning – MTDR, NFX, RSPP

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. . Market Sentiment Watch: All eyes on Fed statement, not for change in rate but for change in tone. In today's post please find the natural gas macro slide show update (archived under "gassy") (production – up slightly but still down 2.9 Bcfgpd YoY, imports near recent history record lows, all-time-record Electrical generation gas demand which […]

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