Archive for the 'PDCE' Category


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


07
Nov

Tuesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Energy market sentiment greatly improved on oil prices approach two and half year highs.  In today's post please find the early reads on this week's oil and natural gas inventory reports, comments on eight 3Q17 reports and some other odds and ends.  Please note that our individual company comments may be briefer than […]


05
May

Payrolls Friday

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. . Market Sentiment Watch: Nervous energy market conditions. Don't Panic.  In today's post please find: the natural gas inventory review (modestly bigger than expected injection, positive demand data for next week), comments on quarterly reports from PE (beat and raise, just crushing it), AREX (meh), ECR (beat and raise, well overdone to the downside), and SRCI (as expected pre […]


14
Mar

Tuesday Morning – Wattenbergs, OPEC

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. . Market Sentiment Watch: In energy land, both oil and the upstream group appear to be awaiting inventories prior to making the next leg in either direction. In today's post please find comments on the OPEC Monthly (call on OPEC increasing), updated cheat sheets for SYRG (now SRCI) and PDCE, comments on the XOG quarter (EBITDA […]


28
Feb

Tuesday Morning – More 4Q16 Earnings

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. . Market Sentiment Watch: Big day on the economics front ending in the president's comments on a proposed top line budget this evening.  In today's post please find comments on the quarterly reports for CPE (modest quarterly miss, a 2017 guidance boost, additional zone at Monarch now flowing), EOG (big EBITDA beat, guidance is light […]

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