Archive for the 'MGY' Category


10
May

Friday Morning – JAG, MGY

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. . Market Sentiment Watch: China deal influenced week comes to a head today. In today's post please find the the natural gas review (in line, expect a slightly bigger build next week but note power burn and LNG in the table in the Commodities Watch section below), comments on the JAG quarter (miss on timing, […]


07
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: China back in everyone's focus. We get the new EIA STEO today (no good read on this month's change to the L48 oil forecast other than a suspicion that the forecast gets pushed out into the future). In today's post please find comments on the HPR quarter (in line, reiterates […]


28
Mar

Thursday Morning – MGY

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. . Market Sentiment Watch: Progress on China, lack of progress on Brexit in focus. Energyland fairly quiet. In today's post please find the oil inventory review (solid report, build in crude is normal, especially after recent monster draws, product draws good to see and crude, gasoline, and distillates all improved to five year averages), the natural […]


26
Feb

Tuesday Morning – MGY, CDEV, CRZO, RRC, So Far This Quarter

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. . Market Sentiment Watch: Busy earnings day. In today's post please find the 3rd edition of So Far This Quarter 4Q18 (17 names and counting), comments on the MGY quarter, comments on the CDEV quarter, comments on the CRZO quarter, comments on the RRC quarter, and some other odds and ends.  Our comments on some names […]


28
Nov

Wednesday Morning – MGY

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. . Market Sentiment Watch: Volatile energy markets expected this week and next. No incentive to step in to buy speculative names while stalwarts are making new lows. In today's post please find the oil inventory preview (benign report expected though we expect big bump in gasoline demand and move higher in refiner throughput), the natural […]

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