Archive for the 'VNOM' Category


03
May

Tuesday Morning – More Earnings

. . 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 IF you “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new […]


23
Feb

Wednesday Morning – RRC, PUMP, and a bunch of Permians

 . . Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. With six names of interest reporting overnight our comments on the unowned names are fairly brief.  If something isn’t clear please ask.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. […]


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 […]

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