Archive for the 'VNOM' Category


05
Mar

Tuesday Morning – VNOM, JAG

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. . Market Sentiment Watch:  In today's post please find an updated VNOM cheat sheet and mini model, comments and an updated cheat sheet for JAG, the early read on oil inventories, comments in the Holdings Watch section, and some other odds and ends.  We continue to crunch data in the wake of the quarter. […]


12
Feb

Tuesday Morning – VNOM, OPEC

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. . Market Sentiment Watch: Deal to prevent another shut down is in the works. In energyland, the OPEC Monthly was benign (slight negative on modest dip for forecast demand and modest bumps for Non OPEC supply but OPEC output is now much closer to the "Call on OPEC"). In today's post please find comments […]


06
Feb

Wednesday Morning – LBRT, VNOM, HCLP, SWN

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. . 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 […]


30
Oct

Tuesday Morning – PES

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. . Market Sentiment Watch: Nervous market conditions persist. Within the group, we see the rapid moves lower without commodity price verification as over done and time of year related (broad market exerting a strong influence now with markets worried about a trade war escalation) and for now will largely sit on hands.  In today's post please find the […]


16
Oct

Tuesday Morning – VNOM and Other Stuff

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. . Market Sentiment Watch: Energy markets focused on headlines coming out of a CERA conference in India while casting a wary eye over a "15 minute meeting" between King Salman and Pompeo. In today's post please find the early read on oil inventories, the early read on natural gas inventories (as expected, smaller than the […]

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