Archive for the 'NOVA' Category


27
Oct

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. And grab some coffee because this is a long one.  In today’s post please find: Comments on 3Q22 reports from seven owned or names of interest (QS, […]


28
Apr

Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . 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 […]


24
Feb

Thursday Morning – War in Ukraine, More Earnings, Oil and Natural Gas Inventory Reports

. . Our thoughts are with the people of Ukraine and Europe.  Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. If something isn’t clear please ask.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning […]


29
Jul

Thursday Morning – Earnings Avalanche

. . Market Sentiment Watch: Busy busy day in energy land. Housekeeping Watch:   Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com Have you bookmarked our backup site?  It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Comments […]


07
Jul

Wednesday Morning

 . . In today’s post please find: the early read on oil inventories (another big oil draw expected; gasoline too), the very early read on natural gas inventories (consensus forming at/below our thoughts of this Thursday), comments and a cheat sheet for NOVA, and some other odds and ends. Ecodata Watch: We get job openings […]

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