02
May
. . Z4 Sentiment Watch: Big earnings week on tap. And the Fed is set to take more action (+50 bips) and talk about it mid week. Expect volatility. As the earnings come out, especially in the back half of this week some of our comments may be more brief than usual. If something is […]
Posted in NEX, Uncategorized, VWDRY | 71 Comments »
28
Apr
. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]
Posted in AR, CLB, CNX, EQT, HPK, NEX, NOVA, OII | 110 Comments »
30
Mar
. . Ukraine Watch: We donated here. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and continue to scrub our contact list. Some former subscribers who have been receiving ZBLASTs are being from the notification list. If they wish to continue receiving emails […]
Posted in FRAC, NEX, PFHC, PUMP, Uncategorized | 107 Comments »
04
Mar
. . Ukraine Watch: We donated here. We hope everyone has a peaceful weekend Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and continue to scrub our contact list. Some former subscribers who have been receiving ZBLASTs and site access. If they wish […]
Posted in NEX, Uncategorized | 61 Comments »
03
Mar
. . Ukraine Watch: We donated here. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and continue to scrub our contact list. Some former subscribers who have been receiving ZBLASTs are being from the notification list. If they wish to continue receiving emails […]
Posted in NEX, REE | 52 Comments »