Archive for the 'nfx' Category


28
Dec

Thursday Morning – Dualing Inventory Reports, NFX

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. . Market Sentiment Watch: In today's post please find the natural gas inventory preview, oil inventory preview, comments on NFX (still well over done to the downside, strong balance sheet, rapid growth and near cash neutral 2018 likely), and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 239,000, last […]


15
Nov

Wednesday Morning – XOG, STACK Stuff

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. . Market Sentiment Watch:  Energy taking a breather after pushing back to pre summer levels last week. In today's post please the oil inventory preview (API last night was bearish), the natural gas inventory preview (the two consensus estimates vary widely … we expect a small build but are in the minority), comments on XOG […]


01
Nov

Wednesday Morning – Macro, NFX and more.

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. . Market Sentiment Watch: Group Finding traction with positive results and macro improvement. In today's post please find comments on U.S. oil supply (monthly data again came in well below prior weekly projections), comments on the natural gas macro, the oil inventory preview (expecting a larger than consensus draw down which API suggested as well after […]


02
Aug

Wednesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on a reports from a number owned and unowned names, and some other odds and ends. Please note that given the large report volume today and tomorrow our post comments are in some cases more brief […]


03
May

Wednesday Morning – CPE, NFX, RSPP, FANG, VNOM

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. . Market Sentiment Watch: Nervous group conditions persist as oil tests recent lows. In today's post please find the oil and natural gas inventory previews, comments on the CPE quarter (beat and reiterate), comments on the NFX quarter (beat and raise with new exploration on the horizon and monster outperformance from the enhanced STACK fracs), […]

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