Archive for the 'RRC' Category


04
Aug

Tuesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Still waiting on stimulus and employment assistance deal from DC (both sides said Monday’s talks were productive), Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the comment section below and […]


28
Jul

Tuesday Morning – Gassy Players Update and More

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. . Market Sentiment Watch: Covid rates seem to be flattening in Florida, Texas, Arizona. In today’s post please find: the very early read on natural gas inventories (as expected, consensus forming up below last week’s build), an interim Gassy Players update, a BCEI cheat sheet update, and some other odds and ends. Ecodata Watch: […]


19
May

Tuesday Morning – RRC, SWN

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. . Market Sentiment Watch:  Time for a pause. Quiet energy news day. There is a story on retroactive rents on federal lands for wind and solar. 2 years of bills, total is about $50 mm for this year hitting < 100 projects in the U.S. sited on federal lands. Not the best timing, comes […]


01
May

Friday Morning – COG, RRC, SWN

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. . Market Sentiment Watch: By the end of today some 28 states will be at least partially reopened. The White House is rumored to be weighing a number of retaliatory measures against China potentially including debt cancellation. In today’s post please find: the the natural gas review, comments on the COG quarter, comments on […]


01
Apr

Wednesday Morning – Welcome to 2Q20

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. . Market Sentiment Watch: “Dow closes out worst quarter in history” “Terrible quarter for energy” with S&P Energy down 51%. Our largest position, COG, was down $0.04. Our next 4 positions are renewables. Yes, we have many many names that fall massively during the quarter but what we own has staying power and so […]

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