Archive for the 'EQT' Category


27
Oct

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. And grab some coffee because this is a long one.  In today’s post please find: Comments on 3Q22 reports from seven owned or names of interest (QS, […]


07
Sep

Wednesday Morning – ENPH

 . . Housekeeping Watch:  If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s […]


28
Jul

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]


28
Apr

Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]


10
Feb

Thursday Morning – VWDRY, EQT

. . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and are scrubbing our contact list this week.   If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com We plan […]

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