03
Aug
. . Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com Due to a congested call schedule our comments today may be more brief than usual. If something is not clear […]
Posted in chk, MGY, PTRA, PUMP, pxd, ROCC, Uncategorized | 145 Comments »
04
May
. . Market Sentiment Watch: Fed day. In today’s post please find: the oil inventory preview (fairly benign report with across the board modest inventory pulls expected), the natural gas inventory preview, 1Q22 comments from: PUMP – beat, faster recovery than expected, CRK – “miss” as Street was above guidance range, AR cheat sheet update […]
Posted in AR, CRK, PUMP | 134 Comments »
04
Apr
. . 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. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com We have sent out test emails to the […]
Posted in PUMP, Uncategorized | 50 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 »
23
Feb
. . Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. With six names of interest reporting overnight our comments on the unowned names are fairly brief. If something isn’t clear please ask. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. […]
Posted in FANG, HPK, PUMP, RRC, Uncategorized, VNOM | 73 Comments »