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Dec
Wrap – Week Ended 12/14/19
.
.
Much.
Better.
Tone.
The ZLT was up sharply this week.
Need A Last Minute Gift Idea? Give the gift of energy knowledge to someone for just $30 for a month (over 50% off the webstand price).
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We cover upstream U.S. plays and players, the oil and natural gas macros, select oil service, and wind, solar, and a smattering of other renewable names.
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What you get:
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6 posts a week, with the weekday posts available before 8:30 am EST.
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These cover the basics on oil and gas for the day, often include company write ups and cheat sheets, and the oil inventory and natural gas inventory slide shows each week ending the week with this Wrap.
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Access to our entire company and topic archive going back to 2006, searchable by ticker and topic.
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Access to a community of energy interested individuals who build off of each other's ideas in a constructive manner. This is not your brother in law's hot chat room.
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Access to my 30 years of experience in the financial markets (25 years in energy) from banking, to buyside, to sellside ... and now myside/yourside. Want a company in my space researched? Ask and if it's in my wheelhouse I'll make it happen.
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I'm on the site fielding questions five days a week before, during, and after market hours.
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Access through me and / or the site to industry professionals who bring a wealth of insight to a wide variety of industry and related topics.
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Site notice and email blasts of all of our trades. These are not recommendations but they are what I am doing and why and they only occur after the story has been communicated (generally several times) on the site. We keep a trading blotter of every trade and the primary portfolio shows all positions and basic stats on each.
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Inquire for a single month or something a little longer at zman@zmansenergybrain.com and we will get that stocking stuffed! (please allow a few hours for response time this weekend as intern #1 will be on the pitch trying to impress college coaches and we will be on the sidelines in support).
Free stuff on Seeking Alpha this month: (subscribers had access to these ideas/concepts loooong before publication)
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Vestas (VWDRY)
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Liberty Oilfield Service (LBRT)
- A fresh piece on MR should pop out of Seeking Alpha on Monday.
Have a great weekend.
We own just under a 4% position in WPX.
October 2018 Felix hires Jefco to sell them. Est price tag $3.5 B.
December 2019 Bloom rumor says WPX to buy for $2.5 B.
WPX will need to confirm or deny in the morning.
December 15th, 2019 at 6:49 pmAnalyst Watch
WPX – Suntrust shoots first, guess will ask questions later, cuts from Buy to Hold, cuts target from $16 to $12 with no real news, belated attempt to front run a headline that’s only rumored now.
December 16th, 2019 at 5:59 am[…] zman on Wrap – Week Ended 12/14/19 […]
December 16th, 2019 at 7:53 am