Archive for the 'SLCA' Category


08
Dec

Thursday Morning – SLCA, Oil Inventory Slide Show, Natural Gas Preview

.  . In today’s post please find: the oil inventory review (neutral leaning positive – please see the review section below), the natural gas preview (consensus has fallen towards our thoughts from last week for today’s report – still a little high at -31 Bcf), comments and cheat sheet update for Sand Player SLCA, comments […]


28
Oct

T.G.I.F.

. . 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. In today’s post please find: the natural gas review (smaller than Street expected build; look for modestly large build next week), comments on several names of interesting […]


29
Jul

T.G.I.F.

. . Housekeeping Watch:  If you like what we do consider inviting a friend to take a test drive. Thanks.  We are through 23 reports with 48 to go this season. So far upstream and oil service names have largely been as expected with a couple of inconsequential deviations.   In today’s post please find: the […]


29
Apr

T.G.I.F.

. . Z4 Sentiment Watch:  Another busy day and a busier week next week. So far things are shaping up largely as expected with all the big gassy players reiterating maintenance programs and not bolstering hedges to the chagrin of some of the sellside despite higher current prices.  On the frac side of earnings, things […]


25
Feb

Friday Morning – More Earnings

. . Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. If something isn’t clear please ask.  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 […]

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