Archive for the 'RSPP' Category


Tuesday Morning

. . Market Sentiment Watch:  In today's post please find comments on the LBRT quarter (ahead on revenue in line on EBITDA, looking to the call for guidance given very little in the release; overnight sell off on earnings miss), an updated RSPP cheat sheet (updated for 2017, note the 3 year plan growth and cash neutral Street […]


Wednesday Morning – More Earnings

. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends.  Our comments on the reporting names may be briefer in places than usual […]


Monday Morning

. . Market Sentiment Watch: Expect a slow week as desks are increasingly unoccupied. In today's post please find The Week That Was, a set of Permian cheat sheet updates as we prepare for the full Permian Players long form table later this week (in case you missed it we posted the Permian short form table last […]


Tuesday Morning – Earnings Avalanche

. . 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 […]


Tuesday Morning

. . Market Sentiment Watch: Economic data likely less important this week than tax headlines and earnings. Energy land for the stocks looks traction less in the face of oil and natural gas resilience. Moves yesterday looked technical reflecting light volumes on a dearth of news ahead of 3Q report season which slowly gets underway next […]

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