Archive for April, 2022


Wrap – Week Ended 04/29/22

. . Another slip for the broad markets, the group as April notch the worst month for stocks since 2008. While the ZLT slipped 3% last week on Friday’s move our positions in oil, natural gas, and oil service are increasingly well positions and reports quarter to date have been better than expected setting up […]



. . Z4 Sentiment Watch:  Another busy day and a busier week next week. So far things are shaping up largely as expected with all the big gassy players reiterating maintenance programs and not bolstering hedges to the chagrin of some of the sellside despite higher current prices.  On the frac side of earnings, things […]


Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]


Wednesday Morning – Earnings Avalanche Day 1

. . Z4 Sentiment Watch:  We’ve been slowly buying the pullback. Our calendar really heats up today and for the next two weeks. Some of our comments may be briefer than usual due to time constraints. If something isn’t clear please let us know. Housekeeping Watch 1: Subscribers We have transitioned to a new contact […]


Tuesday Morning – VLO

. .   Housekeeping Watch 1: Subscribers We have transitioned to a new contact management system.  Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact IF you “unsubscribe” from one of our emails please know that you will not be able to […]

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