11
Aug
Wrap – Week Ended 08/09/24
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The ZLT was off 4.6% on the week last week as key names waded through earnings season with negative reactions in a couple of cases causing the ZLT to underperform its comps for a 2nd week. We get the 5th and final week of 2Q24 energy earnings this coming week and will be doing some portfolio reshuffling this week and the following week. We expect to remove two names from our holdings in the next 2 weeks and bolster a few of their peers with the proceeds.
Holdings Watch:
- We added to two Permian E&P's last week.
- The blotter is updated.
Questions about the site may be directed to zmanalpha@gmail.com
Questions and comments under The Wrap will be addressed in the Monday post.
Production Watch: Production on Friday was 100.6 Bcfgpd according to BNEF.
LNG Watch: LNG exports were 12.7 Bcfgpd on Friday according to BNEF.
August 11th, 2024 at 9:17 amThe calendar page is updated
https://zmansenergybrain.com/subscriber-data/calendar/
August 11th, 2024 at 6:42 pm