Archive for the 'PE' Category


14
Aug

Tuesday Morning – PE, JAG, AMR, MGY

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. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]


08
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the natural gas preview, comments on the PE quarter(beat, raise on production and capex, best in show diffs), comments on the PXD quarter, comments on the XOG quarter(in line top line, miss on EBITDA due to hedge impacts), comments on the PVAC […]


13
Jul

Friday Morning – PE

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. . Market Sentiment Watch: Summer doldrums continue. We continue to prep for the 2Q18 reporting season. In today's post please find the the natural gas review (in line, increased the deficit to the five year average to back over half a Tcf; look for a similar sized injection next week), an updated catalyst list […]


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


11
May

Friday Morning – JAG, PE

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (in line injection, light to our thoughts; next week's injection is set to be bigger), comments on the JAG quarter (in line to slight beat, 2Q guidance above Street, full year guidance affirmed, balance sheet below 1x, operations increasingly efficient, guidance […]

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