Archive for the 'XEC' Category


19
Nov

Monday Morning – More Permian Consolidation

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. . Market Sentiment Watch: Expect increased volatility early then holiday like trading as the week progresses. Not a big week in terms of energy reports. In today's post please find The Week That Was, comments on a smaller Permian takeover, and some other odds and ends.  Interesting Reading Watch: 17 company consortium pledge $100 mm […]


16
Feb

Thursday Morning – LPI

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (mixed bag with imports coming off recent too high and unsustainable levels, a new easily record high for crude on the positive side but lower demand for gasoline apparently due to weather as gasoline exports shot anomalously lower produced another build […]


22
Sep

Thursday Morning

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. . Market Sentiment Watch: The Fed came and announced the expected no change move and Yellen's comments prompted a move lower in the dollar even with the acknowledgement that a rate is now more likely prior to year end. Noise in our view.  In today's post please find the oil inventory review (key points: a) much […]


04
Nov

Wednesday Morning – Lots of Earnings Reports

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. . Market Sentiment Watch: Another Busy Day. In today's post please find the weekly oil and natural gas inventory previews, comments on the OAS quarter (beat and raise, plan remains the same), the NFX quarter (beat and raise, Anadarko Basin outperforming), the MRD quarter (volume beat, biggest wells yet, borrowing base jumped up, debt still […]


05
Aug

Wednesday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Group traction levels still low as default fears grow within the E&P group (as indicated by a recent rapid further advance in the group high yield spread).  In today's post please find comments on a flood of owned and unowned names we care about holding 2Q15 conference calls today. Due to the shear […]

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