Archive for the 'oas' Category


13
May

T.G.I.F.

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. . Market Sentiment Watch: Most market eyes focused on the woes of the retail sector. In today's post please find the natural gas inventory review (slightly below estimates, the lowest injection for this week of the year since 2012 and some LNG comments), comments on the OPEC Monthly, the Bakken Players post quarter update for the three […]


11
May

Wednesday Morning

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. . Market Sentiment Watch: Another eco-data light day. In today's post please find comments on the STEO, comments on the REXX quarter, a wrap and cheat for OAS, comments on the LPI secondary and budget and volume guidance boost with updated wrap, WLL, and some other odds and ends.  Ecodata Watch: We get the Federal Budget at 2 […]


10
May

Tuesday Morning – MRD, OAS, NOG, HK

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. . Market Sentiment Watch: Energy land continues to focus oil volatility. In today's post please find comments on a last surge of 1Q16 earnings reports: MRD (production beat, volume guidance raise, with a big drop in capex), HK (no word on further debt restructuring initiatives), OAS (nice quarter, no change to guidance but upside chance increased, […]


09
Mar

Wednesday Morning – Bakkens

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. . Market Sentiment Watch: Another slow day in economic data land. In today's post please find the oil and natural gas inventory previews, comments on the STEO, a number of post quarter cheat sheet updates and the mini Bakken table containing our owned pure or nearly pure play names in the Williston Basin, and some other odds […]


25
Feb

Thursday Morning – Earnings Avalanche Day 1 for 4Q15

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. . Market Sentiment Watch:  Each quarter we get two to three days where the quarterly reports really pile up.  This is one of those days and due to time constraints our comments may be thinner than normal and response times to questions may be slightly delayed due to the 11 calls we'll be on, live […]

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