Archive for the 'nog' Category


08
Aug

T.G.I.F.

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. .   Market Sentiment Watch: More earnings reports as the markets languish.  In today's post please find the natural gas inventory slide show (slightly smaller than expected injection and the first weekly non-record injection in recent memory) and quarterly reports from NOG (big big beat) and BCEI (meet on volumes, miss on production taxes, other costs […]


26
Jun

Thursday – Oil Review Plus Natural Gas Preview Plus A Few Other Odds and Ends

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. . Market Sentiment Watch: Fairly important reads on income and spending in today's economic data set.  In today's post please find the oil inventory review, the natural gas inventory preview, some comments on a long held name and some other odds and ends.  Housekeeping Watch – If you are new to the site or a […]


09
May

Friday Morning – BCEI, NOG Plus Natural Gas Inventories

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. .   Market Sentiment Watch: Light day in terms of ecodata news flow. E&P group seems to have the "we know everything now" feeling it often gets at the end of the first quarter reporting period when traders and managers are starting think about vacations on the water instead of the importance of slick water […]


28
Feb

T.G.I.F.

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. .   Market Sentiment Watch: Wrapping up a busy week of earnings with another set of key name 4Q13 reports. In today's post please find the natural gas inventory slide show, comments on the 4Q13 results at SWN (in line quarter and big Fayetteville and Marcellus wells but Brown Dense still a waiting game), KOG (fine on pre-announced […]


30
Jan

Thursday Morning – Oil Review, Natural Gas Preview and A Number of Updates

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. . Market Sentiment Watch: Economy not exactly catching fire and broad markets are yoyo-ing about in fear mode. In energyland commodities remain as or better than expected.  In today's post please find an updated pie chart of our gassier holdings after yesterday's round of additions in the gassy E&P space, a quick updated cheat sheet […]

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