Archive for April, 2023


Wrap – Week Ended 4/28/23

. . Another 23 names reported last week in the list of 77 names of interest and / or owned names we care about this quarter. Key names in gassy and oily upstream, frac/sand, and select renewables reported and we have another busy week ahead. Results quarter to date have been largely better than expected.  […]



. . Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact In today’s post please find: the natural gas review (in line with Z4, a little high to Street, shoulder noise either way; next week look for a smaller […]


Thursday Morning – 1Q23 Earnings Avalanche

.  . 1Q23 Watch:  Busiest day of the season to date. As with other days, most names are reporting solid numbers and reiterating prior guidance.  Some of our comments today will be shorter than usual due to the high call volume, If something isn’t clear please ask in the comments section.  In today’s post please […]


Wednesday Morning – ENPH, NEX, RES

. . 1Q23 Earnings Watch: So far we’ve had 10 names we track and or own report 1Q23 results. The oil service names have reported beats. The others have been more mixed.   Today’s calls include 4 names – 2 more Service names including the first pure play pressure pumper, the first Permian name, and a […]


Tuesday Morning – RRC, HAL

Housekeeping Watch:  If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s post please […]

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