Archive for the 'PDCE' Category


Tuesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Energy market sentiment greatly improved on oil prices approach two and half year highs.  In today's post please find the early reads on this week's oil and natural gas inventory reports, comments on eight 3Q17 reports and some other odds and ends.  Please note that our individual company comments may be briefer than […]


Payrolls Friday

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. . Market Sentiment Watch: Nervous energy market conditions. Don't Panic.  In today's post please find: the natural gas inventory review (modestly bigger than expected injection, positive demand data for next week), comments on quarterly reports from PE (beat and raise, just crushing it), AREX (meh), ECR (beat and raise, well overdone to the downside), and SRCI (as expected pre […]


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 […]

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