Archive for the 'FLMN' Category


05
Mar

T.G.I.F.

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. . Market Sentiment Watch: Market is digesting Powell’s inflation (however “temporary”) comments Oil market is noting $65+ WTI.   For reference, at year end 2020, the Street was at $46.50 for 2021. Free Stuff Last Three Weeks: Long BCEI / Short HPR piece Magnolia (MGY) – strong 4Q, stronger outlook/plan.  FLMN – our open to […]


04
Mar

Thursday Morning

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. . Market Sentiment Watch: Energy eyes on today’s OPEC+ meeting. We are seeing more articles along the lines of “the end of oil”. We see this as premature. Market eyes increasingly focused on bond yield, tech sector, and should be on payrolls tomorrow. Free Stuff Watch: Falcon Minerals (FLMN) – Still Discounted As Activity […]


09
Feb

Tuesday Morning – FLMN

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. . Housekeeping Watch:  ZTRADE’s are noted at the time of the trade in the comments section. They are sent out as ZBLAST emails right after that.  Not getting the ZBLAST Trade Notifications where you want them?  Let us know at zman@zmansenergybrain.com All trades are then posted to the Trading Blotter where you can see […]


12
Nov

Thursday Morning

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. . Market Sentiment Watch: U.S. Covid numbers prompting market pause. In today’s post please find: the oil inventory preview (benign report expected after API went book), the natural gas preview (small withdrawal expected due to the mildness last week; we think it will be bigger than consensus (we were under last week)), comments and […]


05
Nov

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Election indecision remains in focus but market appears to be signalling it’s OK with the senate vs WH current reads, Jerome Powell speaks this afternoon. Housekeeping Watch: If you are new here: please ask questions, let us know where you’d like to receive ZBLAST trade notices if not on your […]

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