06
Feb
Wrap – Week Ended 2/5/21
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Solid week:
- The ZLT was up 11.5%
- YTD Performance: + 34.1%
- One year performance: + 127.2%
Free Stuff Last Week:
- EV Groundbreaker REE Auto Is Coming Public Via VCVC SPAC
- Liberty Oilfield Services: Activity Rebound Drives Quarterly Beat, But The Brighter Outlook Is The Real Highlight
Holdings Watch:
- We now own 19 names.
- This week we added to one of our core oily positions and added a new name to the portfolio.
- The Trading Blotter is updated.
Questions under The Wrap will be addressed in the Monday post.
Want to subscribe? Check out the Z4 TEST DRIVE offer on the MEMBERSHIP OPTIONS page at upper left.
Questions about the site or subscriptions can be addressed to zman@zmansenergybrain.com.
Have a good weekend,
Z
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NG futs opening up.
February 7th, 2021 at 6:25 pmOil up further on a number Iran comments.
Everyone enjoy the game.
The post will be out by 8 am EST.
February 7th, 2021 at 6:31 pmThe APPLE/ HYUNDAI Roller Coaster heads down as deal is apparently OFF:
Hyundai, Kia say Apple car deal now off, see $8.5 billion wiped off market value
Hyundai, Kia say Apple car deal now off, see $8.5 billion wiped off market value
https://reut.rs/3tEMi8C
February 8th, 2021 at 5:45 am