Archive for the 'swn' Category


13
May

T.G.I.F.F.

. . Sentiment Watch:  Energy has traded in disconnected-from-commodity fashion for a couple of weeks now, with the move exacerbated by the flash crash style move on Monday. Prompt and strip oil and natural gas prices are at levels no upstream, oil service, or downstream analyst/investor dreamed of at the start of the year. Our […]


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 […]


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 […]


24
Mar

Thursday Morning – SWN

.. . People Say The Nicest Things Watch: Annual subscriber sent a note simply saying “thanks”. I say, “hello, you’re welcome but thanks for what?” He responds, “Ha! Love the E&P picks. Up 200k plus in the last 12 months or so on your names. ” I love it when a plan comes together. Ukraine […]


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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