Archive for the 'BCEI' Category


31
Dec

Goodbye 2020

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. . Market Sentiment Watch: While it’s been good as far as the portfolio goes it’s been a hard year on people, the country, and the globe.  2021 should be better.    If we don’t speak to you in the comments section below please know that you have our sincerest thanks for reading, participating and […]


10
Nov

Tuesday Morning

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. . Market Sentiment Watch: We are seeing a lot of calls for significantly higher oil (look for a continuation of near term bearish near term demand outlooks from the big 3 (EIA, OPEC, IEA)) this week, and some bullish calls on natural gas, and several claims that renewables are in a bubble. We agree […]


09
Nov

Monday Morning – PLUG, BCEI

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. . Market Sentiment Watch: Pfizer says Coid vaccine is over 90% effective … wowzer, Busy week in energy as we get the EIA STEO and the OPEC and IEA Monthlies In today’s post please find: The Week That Was, The Five Things, PLUG announced a massive 3Q20 Beat, BCEI is acquiring the restructured HighPoint, […]


06
Nov

T.G.I.F.

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  . . Market Sentiment Watch: Election and Covid on market’s mind. Biden pulling ahead in key states. We do not see this a deal killer at all for U.S. upstream. We have been and remain over 60% renewables and we do see a Biden win as largely favorable for the names we own in […]


21
Oct

Wednesday Morning – PE Goes to PXD, BCEI, A New Name Piece

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. . Market Sentiment Watch:  Market eyes still on stimulus. In today’s post please find: the oil inventory preview (easy comps; API was solid on products overnight), the natural gas inventory preview (Street is still a bit smaller than we expect), new name to watch, PXD is in fact acquiring PE comments on BCEI and […]

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