. Housekeeping Watch: Heavy reporting day. Some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory slide show, the natural gas inventory preview, comments on quarterly reports from NXT, QS, NOVA, CLB, VLO, PTEN, OII, AR and some other odds […]
. . 1Q23 Watch: Busiest day of the season to date. As with other days, most names are reporting solid numbers and reiterating prior guidance. Some of our comments today will be shorter than usual due to the high call volume, If something isn’t clear please ask in the comments section. In today’s post please […]
. . Housekeeping Watch: Many of company comments are shorter than usual due to high report volume. If something isn’t clear please ask in the comments section below. In today’s post please find: the natural gas inventory preview, the oil inventory preview, comments on another big batch of names reporting 4Q22 results, and some other […]
. . 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, […]
. . 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 […]
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