Archive for the 'FLMN' Category


21
Sep

Tuesday Morning – COP

. . In today’s post please find: the very early read on natural gas inventories (consensus is looking for a sequentially smaller build, we’re more flattish), requested comments on FLMN (unowned), comments on COP’s mega Delaware Basin buy, and some other odds and ends. Ecodata Watch: We get building permits at 8:30 am EST (no […]


27
May

Thursday Morning – Oil Review and Natural Gas Preview

. . In today’s post please find: the oil inventory review (positive as weeklies go and better than expected), the natural gas preview (first triple digit injection expect … will be rare this season), FLMN model and cheat sheet update,  RRC cheat sheet update, and some other odds and ends.  Ecodata Watch: We get jobless claims […]


06
May

Thursday Morning – More Earnings

. . In today’s post please find: the oil inventory review (positive report, crude, gasoline, distillates now all below the five year average), the natural gas preview, comments on several names reporting 1Q21 results, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 527,000, last read was […]


05
Mar

T.G.I.F.

. . 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

. . 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 […]

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