05
Dec

Wrap – Week Ended 12/4/20

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The ZLT was off about 2% last week to end just under 2020 highs on a little weakness in some of our larger renewables space holdings. Notable variances were new highs in our QS and HCAC positions and a new high for Vestas.  Oily names are trading back to best of 2020 levels and our oil service holdings are pushing recent break outs as more and more investors come to the realization that activity is still easily too low to meet the now ubiquitous "maintenance budgets" already either guided or expected for 2021. Gassy names continue to languish with the weather and we are slowing adding to our three positions there. Slowly.

Free Pieces Last Week:  None.

New Name Pieces Last Week:  1

Holdings Watch:

Come take a test drive. The link is on the MEMBERSHIP OPTIONS page here.  Questions about the site?  Contract zman@zmansenergybrain.com

Questions and comments under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post.

Have a great weekend,

Z

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6 Responses to “Wrap – Week Ended 12/4/20”

  1. 1
    zman Says:

    JKS 3Q in the morning – record quarter for deliveries on tap.

  2. 2
    zman Says:

    US HEALTH SEC AZAR SAYS VACCINE SHOULD BE AVAILABLE TO EVERYONE IN U.S BY 2Q

  3. 3
    zman Says:

    Friday after the close HCAC (soon to be CNOO) set its merger vote date for December 21st. 

    Proxy:
    https://www.sec.gov/Archives/edgar/data/1750153/000121390020041124/f424b31220_hennessycapacq4.htm

  4. 4
    Skipton Says:

    Z what do you make of the merger terms
    Thks

  5. 5
    ‘ AND ‘1’=’1 Says:
  6. 6
    -1 OR 1=1– Says:

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