07
Mar

Wrap – Week Ended 3/5/21

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Holdings Watch:  Last week we ... 

  • Sold our position in OII, up 170%.
  • Doubled up on our solitary solar play, and
  • Added to one of our oily plays, Falcon, ahead of earnings (please see the two pieces below).
  • The Blotter is updated.

Free Stuff Last Week:

Questions and comments under The Wrap will be addressed in the Monday Post.

Questions about the site can be directed to zman@zmansenergybrain.com

Have a good weekend,

Z

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2 Responses to “Wrap – Week Ended 3/5/21”

  1. 1
    zman Says:

    YEMEN’S HOUTHIS SAYS LAUNCHED 14 DRONES AND 8 BALLISTIC MISSILES TOWARDS SAUDI ARABIA TARGETING ARAMCO FACILITIES IN RAS TANURA AND OTHER MILITARY TARGETS IN DAMMAM, ASIR, JAZAN , NO SAUDI CONFIRMATION – MILITARY SPOKESMAN

  2. 2
    zman Says:

    Zorg on COG just now:

    “$COG Breakout levels pretty well defined here for a move to 21 if/when…Weekly chart”

    Which I only mention as we are trying to get it ready for the Monday post right now.

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