Archive for the 'oas' Category


09
Nov

Friday Morning – JAG, So Far This Quarter 2nd Edition

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. . Market Sentiment Watch: All energy market eyes on crude as we have gone from 4 year highs to to 6 month lows in 5 weeks. Brent is suddenly below $70 and WTI is similarly below $60. In today's post please find the the natural gas review (bigger than expected injection, gas in storage remains […]


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


05
Sep

Wednesday Morning – OAS

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. . Market Sentiment Watch: Calm before the storm on the economic data front. Energy space sentiment remains somewhat poor in the face of more low volume trading days and what some appear to be taking as face value negative Permian play parent / child issues from SLB's Barclays chat yesterday. We see this as overdone […]


07
Aug

Tuesday Morning – CPE, OAS, and more

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. . Market Sentiment Watch: Busy day on the earnings front.  Our comments may be more bullet point oriented than normal. If something isn't clear, please ask in the comments section.  In today's post please find the early read on oil inventories (we expect a bounce in exports this week to help with the headline crude […]


26
Jun

Tuesday Morning – Gassy Players Table, OAS

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. . Market Sentiment Watch: Trade war fears loom large on the broad market's mind. In energy land we continue to expect relative calm and quiet in terms of trading and news flow this week and next.  In today's post please find a gassy players update table with 6 and 12 month potentials, comments on the […]

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