Archive for the 'RRC' Category


12
May

Thursday Morning – RRC, SND, PFHC

.. .  In today’s post please find: the oil inventory review (positive side of neutral type report despite the first of the mammoth SPR releases), the natural gas preview (in line with last week), comments and a cheat sheet update for RRC, comments on the SND quarter (solid), PFHC (frac co) IPO thoughts, and some […]


27
Apr

Wednesday Morning – Earnings Avalanche Day 1

. . Z4 Sentiment Watch:  We’ve been slowly buying the pullback. Our calendar really heats up today and for the next two weeks. Some of our comments may be briefer than usual due to time constraints. If something isn’t clear please let us know. Housekeeping Watch 1: Subscribers We have transitioned to a new contact […]


29
Mar

Tuesday Morning – Gassy Players Update

 . . Ukraine Donations  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 are scrubbing our contact list this week.   Some former subscribers who have been receiving ZBLASTs will be removed from the notification list. If they wish to continue receiving emails […]


22
Mar

Tuesday Morning – RRC

. . If you want to donate to Ukrainian relief this is one way.   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 are scrubbing our contact list this week.   Some former subscribers who have been receiving ZBLASTs will be removed […]


23
Feb

Wednesday Morning – RRC, PUMP, and a bunch of Permians

 . . 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. […]

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