Archive for the 'VNOM' Category


21
Feb

Wednesday Morning – Earnings Avalanche

  . Housekeeping Watch:  Today is a busy earnings day. Some of our comments may be more brief than usual. If something is not clear please ask about it in the comments section.  In today’s post please find: the early read on natural gas inventories, 4Q23 comments on6 names that reported overnight. Probably the biggest news […]


02
Aug

Tuesday Morning – More Earnings

. . Housekeeping Watch: Due to a congested call schedule our comments today may be more brief than usual. If something is not clear please ask.  In today’s post please find: the very early read on natural gas inventories, comments on a number of reports from owned and/or names of interest, and some other odds […]


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 […]

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