Archive for the 'PTEN' 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
Jul

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]


06
Jul

Wednesday Morning – CHRD

. . In today’s post please find: the very early read on natural gas inventories, requested comments and cheat sheet on CHRD, HPK insider buy, PTEN rig update and updated Z4 comments, and some other odds and ends. Ecodata Watch: We get ISM services at 10 am EST (F = 54.9%, last read was 55.9%), […]


24
Jun

T.G.I.F.

. . 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 In today’s post please find: the natural gas review (yesterday’s injection was just within the upper end of our range; we expect a slightly small build next week), […]


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 […]

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