Archive for April, 2009


Thursday – Natural Gas Preview + Oil Review + Lots of Earnings

I find this kind of thing typical, a clean car story touting touting a handful of technologies that will someday be used instead of gasoline. In this case 8 of them including batteries, hydrogen, ethanol and even salad oil. Who’s left out? Natural gas. In Today’s Post: Holdings Watch Commodity Watch Natural Gas Preview EIA […]


Natural Gas Supply Slide Show – February 2009 Data

  EIA released their natural gas monthly for the month of February 2009 this afternoon. In a nutshell, the aggregate number hides the beginning the fall in the biggest production segment, Texas, and its still early to see the decline in rig activity in the gas numbers. Bulls who want falling numbers now and who […]


Wednesday – Oil Inventory Preview + RRC Earnings + More Stuff

  In Today’s Post: Holdings Watch Commodity Watch Crude Oil Inventory Preview Stuff We Care About Today Earnings Watch -RRC, BHI Odds & Ends Holdings Watch:  Busy day yesterday. The $10KP and Wiki tabs are updated SWN – Added 10 SWN May $40 calls for $0.40. See results breakdown in post. Conference call about to […]


Tuesday – Swine Flu Day 2

Not day 2 since it started but since the markets decided to notice. The World Health Organization raised its alert level to Phase 4 on a scale of 1 to 6 (with 6 being full blown pandemic) yesterday afternoon and the U.S. has recommended not traveling to Mexico. The WSJ ‘s interactive map of announced […]


SWN 1Q09 Pre Call Notes: #’s Easily Beat The Street, Guidance Going Up

SWN Easily Beats The Street On Volumes & Cost Controll; Spend Less, Produce More The 1Q09 Numbers: Production of 63.9 Bcfe (710 MMcfepd)  vs the guidance range of 60 to 61 Bcfe up 64% from 1Q08 up 11% from 4Q08 79% of production came from the Fayetteville Shale 99.6% of production was natural gas Revenues […]

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