ZEB Reports
Company Backgrounders & Quarterly Reviews:
Addax Petroleum – A Good Old Fashioned Growth Story
BEXP – Another Well Update With Stats on their Long Lateral program to date 12/14/09
BPZ Resources (BZP) – Initial Look 3/7/08
- Chesapeake Announces 8 New Shale Plays & Ups Guidances 03/24/08
- CHK Wrap Up of Shale Notes + A Little HK Commentary 03/25/08
- CHK 1Q08 Results 5/01/08
- CHK Announces JV With PXP
- CHK 2Q08 Results 7/30/08
- CHK Takes The Pedal Off The Metal 9/22/08
- CHK Pre-Conference Note – 10/10/08
- CHK Farms Out Marcellus – 11/11/08
- CHK Updates Ops To Swing New Deal – 1/27/09
- CHK 4Q08 Note – 02/17/09
Comstock Resources 2Q07 08/07/07
CRK 4Q08 02/10/09 – Shifting Into Haynesville Mode
Continental Resources 1Q08 w/ Mini Model 05/05/08
CLR 2Q09 Beats – M. Bakken and T.F.S. Distinct 08/06/09
Cubic Energy – Initial Look 6/03/08
DVN Crushes 1Q08 Expectations, Barnett Surpassed 1 Bcfgpd 05/07/08
EOG 4Q07 – 2/7/08
EOG 2008 Analyst Conference Notes – 2/28/08
GMXR 4Q08 Pre Call Note -02/26/09
HGT Review & Mini Model – 5/20/09
- HK 2Q07 8/8/07
- HK – Smooth Operator 09/20/07
- HK – Analyst Meeting Notes – Just Notes from 3/12/08
- HK – IPAA Follow Up 4/8/08
- HK -1Q08 Pre Call Note – Solid Quarter, Bulking Up The Hawk 05/07/08
- HK 2Q08 – Missed Numbers But Guides To Strong 2009, All Systems Go In The Haynesville And Elsewhere 08/06/08
- HK 4Q08 Pre Call Post Call Note 02/25/09
- HK 1Q09 Operations Update – Expanding thoughts on Eagle Ford Shale
- HK 2Q09 – Beats, Announces Deal
- HK 3Q09 – Beats on Production, Ups Guidance for 2010
- HK – Announces Red Hawk Oil Play
PetroQuest Energy – Small Package, Big Potential 10/16/07
PetroQuest – Still Hitting On All Cylinders, Still Too Cheap 4/4/08
PQ – Operations Update, 2009 Guidance 1/29/09
PQ – March Comments With Model And Trade
Plains Exploration (PXP) Announces Big 2Q08 Beat, Reaffirms Guidance 08/05/08
ROSE Intro Piece – 9/03/09
NFX 2Q09 – Beats Estimates, Announces Big Granite Wash Wells – Pre and Post Call Note 7/23/09
NFX 3Q09 – Beats, Accelerates Drilling – Pre Call Note 10/21/09
Oasis in the Bakken – 6/18/10 – IPO Brief
SandRidge – Initial Look – July 2007
Sandridge 3Q07 pre-call notes
A Tale of Three IPOs (CLR, SD, PINN) 12/28/08
Southwestern Energy – 2Q07 Strong Report
SWN Operations Update 12/19/08
SWN 1Q09 Pre Call Note 4/27/09 – Easy Beat, Guidance Going Up
TransAtlantic – Initial Look 2/19/10
WHX 2Q – Better Than Expected 8/9/10
WLL 3Q09 – October 28, 2009 – Beats on Production, Ups Guidance
Whiting Rocks The Expedition to Lewis & Clark – 12/7/09
XCO Reports Big Beat 2Q08; Shifting to Shale Focus, Costs A Worry
San Juan Production Slide Could Spell Trouble For SJT
Storm Cat Energy Part I – Small Package, Big Growth
Endeavor Petroleum – One Interesting Little Minnow
Endeavor Addendum – Moving In The Right Direction
Endeavor Petroleum – 1Q07 Results Exceed Meaningful Expectations
Company Snapshots:Not full reports…may or may not get there.
- BPI Energy – Illinois CBM Minnow With Big Fish Talent -040307
- Contango Energy – Double Dutch Treat – 40307
- Vaalco Energy – 050807
- Contango Energy – Still Undervalued – 050907
- PINN – 051607
- IOC – 7/2/07
- IOC – Elk4 – Third Time’s A Charm?
- HMG – Hemi Energy – I’ll Pass – 3/9/08
- GST Notes – Deep Bossier Player – 1/5/09
Odds & Ends
- Drybulk Updated -02/14/08
- Drybulk Update – 02/6/09
- OII 4Q07 Results – The Anatomy of a “Non-Miss” Miss -02/20/08
- OII 4Q08 Pre Call Note 02/19/09
Note: Any estimates in the following reports are my best attempt at forecasting the future. I lean towards the side of conservatism. Exploratory success is not incorporated in my models unless specifically (blatantly) noted. I make no guarantees as to the accuracy of my estimates, data, etc…
