15
Apr
Wrap – Week Ended 4/14/23
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The ZLT was up 4.4% on the week last week, rising with the continued move in oil and the ongoing bottoming in natural gas. News flow is at the usual spring low but earnings season kicks off on 4/19. Please see the most recent energy earnings calendar in the link at left with dates for 76 owned and or names of interest reporting 1Q23 results. Look for our broad thoughts on the quarter in the Five Things section of Monday's post.
Holdings Watch
- We added to one pressure pumper and one solar tied name last week and initiated a holding in one new Permian upstream name.
- The blotter is updated
Questions under The Wrap will be addressed in the Monday post.
Questions about the site may be addressed to zman@zmansenergybrain.com
Have a good weekend,
Z
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