Archive for the 'Uncategorized' Category


26
Sep

Wrap – Week Ended 09/25/20

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. . Key items from last week watch:  JKS reported a big beat taking many on the sellside by extreme surprise. Please see our coverage of earnings day here and our follow up post here.  JKS is our 4th largest position in the ZLT. PLUG – please see our coverage of their now annual hydrogen […]


25
Sep

T.G.I.F.

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. . Market Sentiment Watch: New Covid travel restrictions becoming common across Europe. Goldman sees large recovery in aviation travel next year. Seeing more stories regarding market concern over the U.S. election, not the outcome but the uncertain of knowing when the outcome will be final. In today’s post please find: the natural gas review […]


24
Sep

Thursday Morning – JKS, PLUG

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. . Market Sentiment Watch: Nervous market (tech market) conditions persist. In today’s post please find: the oil inventory review (positive as weeklies go, including gasoline stocks tipping below year ago levels as long running effort not to over produce keeps inventories in check), the natural gas preview, post quarter color and a cheat sheet […]


23
Sep

Wednesday Morning – JKS

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. .   In today’s post please find: the oil inventory preview (benign report expected; API was better for products last night), the natural gas inventory preview, comments on the JKS 2Q20 results (nice beat, strong outlook), and some other odds and ends. Ecodata Watch: We get Markit manufacturing PMI and servicing PMI at 9:45 am […]


22
Sep

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Nervous market conditions persist, Increased Covid concern in the UK, Demand impacts for natural gas from Beta and Teddy, new system in southern Florida possible Housekeeping Watch: Please bookmark our back up site: www.zmanbackup.wordpress.com.  In the rare event our site goes down that one will be activated. If you reset […]

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