Archive for July, 2007


Z-Note: Southwestern Energy – Strong Production, Good Cost Control, & A Potential Acceleration In The Shale

(SWN) reported $0.28 vs consensus of $0.29. Revenues were light as well but production was above the midpoint of guidance. So first we have a slight top line miss based on price. Second, cash operating costs were better than expected but the DD&A rate was just over the top end of guidance. This means the […]


Tuesday – More Earnings Plus Crude, Cracks, and Natural Gas Thoughts

Yesterday was another pretty good day.  Recently opened call positions performed well as (SWN) and (VLO) ran hard into the close as both approached their 2Q earnings dates. See Earnings We Care About below for notes on Valero’s earnings beat. Southwestern reports after the close today. (EOG) ran early and hard with a storm fear […]


Monday Means More Earnings

If you missed the weekly wrap check it out. It was rich with data, closed position performance last week, and a look at what the current ginormous short natural gas position could do to gas prices if we see some weather soon (either heat or tropical in nature). I plan on treading pretty lightly through […]


Wrap – Week Ended 07/27/07

That Was One Heck Of A Fun Week! For Energy Stocks Anyway. People playing the broader markets might tend to disagree. Oh well, they’ve certainly their day in the sun and we did well around here on our longs and shorts. The XOI and XNG took it on the chin in the last half of […]


ZEB Friday Afternoon Post

Man what a great week we had! Thanks everybody and please tell your oil knowledgeable friends about this site! Subscription Watch: Reserve your spots while they last. September 1 we go private with new features. You can reserve your spot by clicking here. If you’ve already signed to save your spot you have my thanks! […]

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