Archive for the 'Wattenberg' Category


11
Sep

Tuesday Morning – Wattenbergs

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. . Market Sentiment Watch: Our thoughts are with the families of the fallen and our thanks go to those heroes that protect our freedoms on this day.  In today's post please find the early read on oil (benign expectations) and natural gas inventories (expecting increased deficits to the YoY and five year average inventories), the Wattenberg […]


16
Nov

Thursday Morning – Oil Inventory Review, Wattenbergs

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bearish side of neutral … 1) record refiner throughput pointing to an almost absolute lack of a fall maintenance season so far (and we would normally be rising out of it now) met a bounce in imports and another report of […]


15
Nov

Tuesday Morning – Wattenberg Update

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. . Market Sentiment Watch: Economic data continues to take a back seat to broad market thoughts regarding the U.S. administration transition. Energyland remains in a near news blackout in front of OPEC. In today's post please find updated cheat sheets for PDCE, SYRG, and XOG along with a few post quarter comments (see more on […]


08
Mar

Tuesday Morning – Wattenbergs

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. . Market Sentiment Watch: China import/export data was weak and is roiling markets this morning.  In today's post please find the Wattenberg Players table update with most recent quarter and outlook notes as well as the individual cheat sheets for those names. Please also find comments on yet another set of secondary offerings in the space (more […]


12
Nov

Thursday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch: In today's post please find the natural gas and oil inventory previews (we get oil inventories a day late and 30 minutes after the gas number today) and some quick tables updating our owned names in the Wattenberg for ease of side by side comparison and the same for our […]

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