26
Sep
Wrap – Week Ended 09/25/20
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Key items from last week watch:
- JKS reported a big beat taking many on the sellside by extreme surprise. Please see our coverage of earnings day here and our follow up post here. JKS is our 4th largest position in the ZLT.
- PLUG - please see our coverage of their now annual hydrogen fuel and fuel cell symposium here and follow up comments, coming catalysts, and cheat sheet sheet here.
- Note the active frac spread count jumped last week. This is another positive item for LBRT coming to fruition as the company planned. Bigger frac spread + moving from 9% of share to 20% of share right before a spread count rebound = positive and not in the stock at present.
- Free Stuff Last Week:
Wrapping Up
- Questions and comments under The Wrap will be addressed in the Monday post.
- Questions about the site should be directed to zman@zmansenergybrain.com
- New here? Great! Please check out our $10 Test Drive. See the Membership Options page or contact Z.
- Have a great weekend.
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Z, happy Saturday… another question on EUR/1000′. Where do you get this info? Is this the type of info you see in investor decks (and/or would you trust it in an investor deck?) or is it public or private 3rd party info?
September 26th, 2020 at 5:37 pmre 1 – company presentations. We can chat about it under the Monday post if you like. Lot of variables can impact it and more may not be better if the way you get there is not economic.
September 26th, 2020 at 5:54 pmReceived a couple of emails about a rumored acquisition of WPX by DVN. Nothing firm yet, we’ll likely know in the morning. No interest by us in either name at the moment.
September 27th, 2020 at 1:27 pm[…] zman on Wrap – Week Ended 09/25/20 […]
September 28th, 2020 at 3:41 am