Archive for the 'VNOM' Category


13
Jan

Thursday Morning – VNOM, Gassy Players Update

. .  In today’s post please find: the oil inventory review (negative side of neutral but really mostly still bearing end of year noise items), the natural gas preview (biggest pull of the season lined up), VNOM requested quick update, a Gassy Players Update (given the sharp moves in the group over the last couple […]


02
Nov

Tuesday Morning – Lots of Earnings

 . . Housekeeping Watch:  We write free articles from time to time and share them via Seeking Alpha. We don’t give investment advice.  We simply tell you what we are thinking and what we are buying and selling.  We are raising our prices for new subscribers soon as we have not in over a decade. […]


02
Aug

Monday – Friday Post (8/2/21 to 8/6/21)

. . Housekeeping Watch:   Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com Have you bookmarked our backup site?  It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Please see the housekeeping watch below.  In case you missed […]


04
May

Tuesday Morning – Energy Earnings Avalanche Day 1

. Market Sentiment Watch:  NY, NJ, CT prepare to reopen fully in May with the UK set to follow in June. Vaccine application set to broaden to include younger kids. . Housekeeping Watch:  A busy day, with more to come in energy earnings this week. Some of our comments may be more brief than usual. […]


09
Apr

T.G.I.F.

. . Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com In today’s post please find: the natural gas review (in line build this week; likely a 40 to 50 Bcf build next week, lower than the year ago […]

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