Archive for the 'nog' Category


05
Jan

Monday Morning

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. . Market Sentiment Watch: Big first full week of the year culminating in Payrolls and highlighted mid week by a Fed statement that is likely to be little changed. In energyland, expect a big pickup in news flow over the next two weeks as many names have not yet given formal 2015 guidance. We […]


03
Dec

Wednesday Morning

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. . Market Sentiment Watch: Nervous group conditions persist despite the occasional bounce attempt. We see these bounces as noise until a) oil prices stabilize and b) E&Ps release their 2015 budgets and volume guidance. The release of the budgets removes one peg of uncertainty from the group (how much of a capex cut = how […]


20
Nov

Thursday Morning

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. . Market Sentiment Watch: All energy eyes focused on Iran and OPEC next week. Expect more OPEC ministerial chatter after Iran deadline passes on the 24th.  Energy is largely traction-less at the moment as moves amount to noise before next week. Gassier names are trying to put in bottoms having made oddly sympathetic moves […]


07
Nov

T.G.I.F.

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. .   Market Sentiment Watch: Energy markets remain nervous and likely will through OPEC at month's end. In other areas, please see our note on natural gas production in the commodity section today.  In today's post please find the natural gas inventory slide show (bigger than expected injection) and comments on the NOG quarter (nice volume beat) […]


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 […]

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