Archive for the 'FANG' Category


18
Aug

Thursday Morning – FANG

.  . In today’s post please find: the oil inventory review (positive report as weeklies go), the natural gas preview (consensus now center of our range), comments and a cheat sheet update for FANG,  and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 260,000; last read was […]


02
Aug

Tuesday Morning – More Earnings

. . Housekeeping Watch: Due to a congested call schedule our comments today may be more brief than usual. If something is not clear please ask.  In today’s post please find: the very early read on natural gas inventories, comments on a number of reports from owned and/or names of interest, and some other odds […]


28
Jun

Tuesday Morning – FANG

. . In today’s post please find: the very early read on natural gas inventories (consensus aligned with the upper end of our range), FANG cheat sheet update,  ESTE acquisition comments, and some other odds and ends. Ecodata Watch: We get the Case-Shiller home price index at 9 am EST (no forecast, last read was […]


03
May

Tuesday Morning – More Earnings

. . Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com IF you “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new […]


23
Feb

Wednesday Morning – RRC, PUMP, and a bunch of Permians

 . . Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. With six names of interest reporting overnight our comments on the unowned names are fairly brief.  If something isn’t clear please ask.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. […]

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