Archive for the 'CDEV' Category


13
Dec

Thursday Morning – Oil Inventory Review, Natural Gas Preview, CDEV

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. . Market Sentiment Watch: Group remains in need of traction as oil prices look to find a bottom and will likely see additional tax loss selling / fund liquidations on a selective basis. In today's post please find the oil inventory review (crude drew down but less than expected on a drop in exports from […]


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


07
Aug

Tuesday Morning – CPE, OAS, and more

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. . Market Sentiment Watch: Busy day on the earnings front.  Our comments may be more bullet point oriented than normal. If something isn't clear, please ask in the comments section.  In today's post please find the early read on oil inventories (we expect a bounce in exports this week to help with the headline crude […]


09
May

Wednesday Morning – More Permian and Other Earnings

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. . Market Sentiment Watch: Middle East risk premium increased.  In today's post please find the oil inventory preview (a bit of an atypical for time of year report expected), the early read on natural gas inventories (we see current consensus for tomorrow's build as low), comments on yesterday's EIA STEO, comments on the FANG […]


27
Feb

Tuesday Morning – So Far This Quarter, JAG, CDEV

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. . Market Sentiment Watch:  In today's post please find a fresh edition of So Far This Quarter (35+ names and counting as we move into Week 7 of the 4Q17 reporting season), comments on the CDEV quarter (beat, longer term oil guidance range, capex is high but balance sheet is very strong), comments on JAG (mixed bag […]

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