26
Apr
Wrap – Week Ended 04/24/20
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Free posts this week:
- Antero - adding Gassy Risk Exposure
- Goodrich - overly discounted micro cap gas name
- Bonanza Creek - update as they target $0 debt by YE20
The blotter is updated.
Note the rigs and frac spreads off a cliff again.
Note the natural gas strip is still on the rise and approaching $2.50 as sentiment continues to slowly turn more positive while oil curtailment announcements (that bring with associated gas production reductions) are a now daily occurrence and we should all expect that the May STEO will show more forecast reductions.
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Questions and comments under The Wrap will be addressed in the Monday post.
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Questions about the site? Send them to zman@zmansenergybrain.com. We are in the thick of 1Q20 earnings season and our group is gaining traction. Come join us.
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MTDR beast mode. Need a few hundred more %
Nice double on MGY. Called that in my post here a little while back
UGAZ a likely double or 70% at least gainer in 6 weeks if patient
April 30th, 2020 at 7:56 amSaw no comments save one here on ENPH yesterday.
April 30th, 2020 at 7:56 amFYI – the Thursday post is up.
MGY – in your post eh. OK.
re 2 – we talk about it from time to time, don’t own it at this time. Earnings soon. Will wait for that, popped the other day on inclusion in the SP400.
April 30th, 2020 at 8:00 amDid you catch our triple on GPOR in < 2 weeks? Talk about beast mode.
April 30th, 2020 at 8:01 am