Archive for the 'GPOR' Category


09
Jul

Tuesday Morning – GPOR, MR

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. . Market Sentiment Watch: In today's post please find the early read on oil inventories (more crude draw down expected, likely with a reversal lower in net imports), the very early read on natural gas inventories, comments and a cheat sheet update for GPOR,  comments and a cheat sheet update for MR (gassy name slowing activity; other […]


14
Feb

Tuesday Morning

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. . Market Sentiment Watch: All eyes on Yellen as bond market nervously awaits semi annual testimony (fear of a March rate hike is still fairly low as is faith in 3 hikes in 2017).  In today's post please find comments on GPOR (in line, guidance a touch soft, not much to see here), NBL […]


03
Nov

Thursday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Energyland probably a bit over done to the downside as are both oil and natural gas. In today's post please find the oil inventory slide show, the natural gas storage inventory preview, comments on nine names that we either own or are interested in otherwise that reported last night and this morning.  Please note […]


04
Aug

Thursday Morning – 2Q16 Earnings Tsunami Day 2

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. . Market Sentiment Watch: The UK opted to cut rates by 25 bps to a record low level, their first cut since 2009, due to Brexit. Another busy day as we have nearly a dozen names of interest reporting 2Q16 results and comments today will be more bullet point form than usual due to time constraints. In […]


15
Jul

T.G.I.F.

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. . Market Sentiment Watch: Should be a slow day after a raft of economic data is released. Our  In today's post please find a cheat sheet update for LPI who announced a common sense bolt-on and equity offering to pay for it yesterday, the natural gas inventory review and thoughts, comments on GPOR's mini operations update,  and some other odds other odds […]

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