Archive for the 'swn' Category


06
Feb

Wednesday Morning – LBRT, VNOM, HCLP, SWN

Print Friendly, PDF & Email

. . Market Sentiment Watch: State of the Union was a non event from an energy perspective, all eyes back on inventories and earnings. In today's post please find comments on the VNOM quarter (beat on volumes and price, guides better than expected if a touch gassier than expected), comments on the LBRT quarter (miss but […]


14
Nov

Wednesday Morning – COG, SWN

Print Friendly, PDF & Email

. . Market Sentiment Watch: All eyes remain on oil while gassy sentiment slowly improves with a spike in natural gas prices that's not built to last (it's typically weather loaded and well overdone, especially given this morning's move). In today's post please find the oil inventory preview (due out tomorrow due to the holiday, looking […]


26
Oct

Friday Morning – SWN, COG

Print Friendly, PDF & Email

. . Market Sentiment Watch: Volatile markets action continues (another day, another high % point swing in futures). In today's post please find the the natural gas review (bigger than expected injection but well on track for our peak level which we see as prices supportive; record exports and higher heating demand last week point to […]


19
Sep

Wednesday Morning

Print Friendly, PDF & Email

. . Market Sentiment Watch: Quiet news flow day. In today's post please find the oil inventory preview, the natural gas inventory preview, comments and an updated pro forma cheat sheet for SWN, and some other odds and ends.  Ecodata Watch: We get Housing Starts at 8:30 am EST (F = 1.243 mm, last read was 1.168 mm), […]


04
Sep

Tuesday Morning – SWN, CPE, Gas Macro Slide Show Update

Print Friendly, PDF & Email

. . Market Sentiment Watch: Short but busy week on the economic data front. Canadian trade talk outcome may loom over the week.  In today's post please find The Week That Was, comments on SWN's sale of the FS (on the surface the price tag looks light but improves with transportation obligation assumption), comments on CPE […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®