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12
Dec

Wrap – Week Ended 12/11/20

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Decent week with the ZLT up about 5%.  Better than expected performance from the natural gas weighted portion of the portfolio along with a number of our renewable space names helped us higher in what was a quiet week for the broader indexes and energy benchmarks.

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Holdings Watch: 

  • We added one "gassy" position and added to one existing "gassy" position.
  • We sold the remaining 60% of our JKS position for $57.81, up 201%; closing out a position that began for us in September 2019.
  • We added a position in a sustainable oriented SPAC and the warrants there.
  • The Blotter is updated
  • The Positions page will be updated on Sunday.

Free Stuff Last Week:

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

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Want to take a one month test drive?  $50 test drives are available now. See the Membership Options tab.

By the way, these make great stocking stuffers and in 16 years we've NEVER had someone exchange one saying it was the wrong color, size, etc. 

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Questions about the site?  Contact z appropriately enough at zman@zmansenergybrain.com

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Have a good weekend,

Z

 

This entry was posted on Saturday, December 12th, 2020 at 2:19 pm and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

8 Responses to “Wrap – Week Ended 12/11/20”

  1. 1
    ram Says:

    The first two posts that come up in Google after you type in QELL acquisition Corp is a link to the same article that was posted in SA yesterday. Someone is getting more famous.

    December 12th, 2020 at 2:34 pm
  2. 2
    zman Says:

    re 1 – interesting

    December 12th, 2020 at 2:39 pm
  3. 3
    zman Says:

    Proterra piece on the new battery line. Video from CEO, mayor, governor at bottom.

    https://insideevs.com/news/459933/proterra-opens-ev-battery-manufacturing-facility-california/amp/

    December 13th, 2020 at 6:35 am
  4. 4
    zman Says:

    SEN. JOE MANCHIN EXPECT TO PRESENT $908B PANDEMIC RELIEF BILL MONDAY; ‘NO GUARANTEE’ THAT PANDEMIC RELIEF BILL WILL PASS

    December 13th, 2020 at 9:34 am
  5. 5
    zman Says:

    “THE BIGGEST WINNER OF OUR NEW DEFENSE BILL IS CHINA!. I WILL VETO!”

    President Trump

    December 13th, 2020 at 11:00 am
  6. 6
    Anonymous Says:

    LBRT…Interesting. Closed green at breakout levels with O&G and Service stocks down on the day….
    https://i.postimg.cc/J0fp9wwD/lbrt.png

    December 13th, 2020 at 2:39 pm
  7. 7
    Zorgnak Says:

    Anonymous = Zorg

    December 13th, 2020 at 2:40 pm
  8. 8
    zman Says:

    re6,7 – thanks; note another strong add week for frac spreads, good for price traction and an early start in 1Q21.

    December 13th, 2020 at 2:52 pm

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