Archive for the 'CRZO' Category


07
Feb

Thursday Morning – LBRT

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. . Market Sentiment Watch: In today's post please find the oil inventory review (positive side of neutral report, oil, gasoline and distillates all fell vs year ago and five year average levels), the natural gas preview, comments and an updated cheat sheet for LBRT, comments on the CRZO guidance, and some other odds and ends.  Ecodata Watch: […]


18
Dec

Tuesday Morning – CRZO

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. . Market Sentiment Watch: Sloppy trading continues with broad market acting as a bad backdrop for everything. News flow in the group is at a crawl.  In today's post please find comments and an updated cheat sheet for CRZO (keeping it on the front radar but doing nothing for now), the oil inventory preview, […]


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 […]


08
May

Tuesday Morning – More Earnings

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. . 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 […]

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