15
Oct
Wrap – Week Ended 10/13/23
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The portfolio was up 9.7% on the week last week.
Recent Free Pieces:
- GRNT - https://seekingalpha.com/article/4638128-granite-ridge-secondary-creates-buying-opportunity
- CIVI - https://seekingalpha.com/article/4639252-civitas-resources-bolsters-its-permian-position-with-low-priced-acquisition
Holdings Watch:
- Busy week.
- We added to 4 of our oilier E&P holdings including our largest holding,
- We added to one of our sand names,
- And we added to one EBOS play.
- The trading blotter is updated here.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site may be sent to zman@zmansenergybrain.com
Have a good weekend,
Z
Early Early Read on Natural Gas Storage
We are looking for a +85 Bcf build this week:
Street at +81 Bcf
Last Week: +84 Bcf
October 15th, 2023 at 5:33 pmLast Year: 113 Bcf
5 Year Average: +85 Bcf
The 3Q23 Energy Earnings Calendar is updated.
https://zmansenergybrain.com/subscriber-data/calendar/
October 15th, 2023 at 5:59 pm