10
May
Wrap – Week Ended 5/10/20
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Solid week and the 6th consecutive week of bounce for the ZLT. No earnings land mines yet this quarter and we are coming to the final week of the 1Q20 season. Of note, we are fielding a lot of calls from people who have been away from the space for years and spent a good bit of time on the phone with a reporter last week (it's been awhile).
Free Stuff Last Week:
- Last Thursday's post.
- Comments on the WPX quarter (more than a 2x off the lows and since the last free piece).
- Comments on the PE quarter,
- Comments on BWEN (it's either GE or Vestas they bagged as tower customer #3, and we will be speaking with them this week).
We added to 1 fuel cell position last week (please see the Blotter).
- We closed a portion of our AR position, up 125%.
- We closed the rest of our BE (Bloom Energy) position up 102%.
The Blotter is updated.
Happy Mothers Day!
Questions about The Wrap? Does Mom need a good deal on some energy research? Send information requests to zman@zmansenergybrain.com
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