Archive for the 'CRZO' Category


06
Nov

Tuesday Morning – Wattenberg Players, and More

Print Friendly, PDF & Email

. . 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

Print Friendly, PDF & Email

. . 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 […]


08
May

Tuesday Morning – More Earnings

Print Friendly, PDF & Email

. . Market Sentiment Watch: Noisy day ahead as we get the White House decision on the JCPOA and the latest EIA STEO within about a two hour stretch on either side of noon. In today's post please find the oil inventory preview, comments on the OAS quarter (beat on pre-annouced volumes and modest raise), comments on the LBRT […]


27
Feb

Tuesday Morning – So Far This Quarter, JAG, CDEV

Print Friendly, PDF & Email

. . 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 […]


07
Dec

Thursday Morning – CRZO

Print Friendly, PDF & Email

. . Market Sentiment Watch:  Three day loss of traction post OPEC. In today's post please find the oil inventory review (bigger than expected crude draw and larger than expected but not larger than average distillate build lead to both measures falling vs their year ago and five year average levels while gasoline built more than […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®