Archive for the 'PDCE' Category


Tuesday Morning – Wattenbergs, OPEC

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. . Market Sentiment Watch: In energy land, both oil and the upstream group appear to be awaiting inventories prior to making the next leg in either direction. In today's post please find comments on the OPEC Monthly (call on OPEC increasing), updated cheat sheets for SYRG (now SRCI) and PDCE, comments on the XOG quarter (EBITDA […]


Tuesday Morning – More 4Q16 Earnings

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. . Market Sentiment Watch: Big day on the economics front ending in the president's comments on a proposed top line budget this evening.  In today's post please find comments on the quarterly reports for CPE (modest quarterly miss, a 2017 guidance boost, additional zone at Monarch now flowing), EOG (big EBITDA beat, guidance is light […]


Thursday Morning – Catalyst List Update Part X, AR, PDCE

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. . Market Sentiment Watch: Sideways trade engaged in the oily players as OPEC and non OPEC cuts look better than expected for January. Natural gas names trading in more overdone to the downside fashion now on a milder than normal forecast and despite the more solid fundamental outlook are in some cases well below […]


Thursday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch:  In today's post please find the oil and natural gas inventory previews (we get both today due to the holiday), comments on PDCE, comments on AR, and some other odds and ends.  Ecodata Watch: We get ADP employment at 8:15 am EST (no forecast, last read was 216,000), We get Jobless claims […]


Tuesday Morning – XOG, PDCE, MTDR

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. . Market Sentiment Watch: Energyland news flow set to increase pre holidays.  In today's post please find updated thoughts and cheat sheets for PDCE and XOG after they provided 2017 guidance. Our estimate for PDCE (our largest Wattenberg holding) moved substantially higher and Street estimates for this still inexpensive name will be driving higher as […]

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