Watchlist

Watchlist
Anadarko Petroleum Corporation (APC)
Anadarko Petroleum Corporation (APC)
Investors Not Impressed As Permian Basin Rig Grows For 7th Week
Our Forward-Looking Investment Thesis We believe that while fundamental analysis and business due diligence remain very important, a key area of additional review will be management response to investor calls for greater growth discipline and a clear plan and timetable (with milestones) to…
Anadarko Announces Open Season For West Texas Oil Gathering And Treating System
HOUSTON , Dec. 13, 2017 /PRNewswire/ --Anadarko Petroleum Corporation (NYSE: APC) today announced its wholly owned subsidiary, DBM Oil Services, LLC (DBMOS), is holding a binding open season to identify interest in a new high-vapor-pressure oil-gathering and treating system serving …
Four Major U.S. Shale Players Under The Microscope - Part II
Courtesy: Getty image. Investment Thesis America's energy industry is challenging OPEC with a fierceness not seen since the 1980s. Both sides are feeling the heat as oil prices stay below $65. Oil-rich nations are deprived of a much-needed revenue to support their generous budgets, and m…
Resolute Energy - A Resolutely Unprofitable Shale Oil Producer?
Resolute becomes a Permian Pure Play Company During Resolute Energy Corporations ( REN ) 3Q17 earnings conference call held on November 7, 2017; management noted that REN was at an inflection point, marking its first day as a pure play Delaware Basin (Permian) pure play company. RE…
Permian Basin Pure Play Stocks Weekly - Week Ending 12/08/17
Stock Performance: Another brutal, brutal week The average stock performance in the Forge River Research Permian Pure Play fourteen-stock universe for the prior week was a negative 4.07% return. This is a 3.67% underperformance versus a market return of a loss of 0.40% (based upon the SPDR S…
Part I - 5 Independent U.S. Oil And Gas Companies Under The Microscope
Courtesy: The street point. Investment thesis After three years of a dramatic slump in oil and gas prices, E&P oil companies have successfully demonstrated that they know how to tune their business model to the right wavelength to generate enough positive cash flow, narrow debt levels,…
Chesapeake Jumped The Gun By Ramping Up Drilling But Is Now Self Correcting
It did not take long after the bottom in the price of oil was reached in early 2016 for drilling to increase in the shale patch. Chesapeake ( CHK ) is no exception in this regard, even though its approach was always comparatively more conservative. In the third quarter of 2016 it was operating…
Repsol stands out in Alaska North Slope lease sale
Repsol ( OTCQX:REPYF , OTCQX:REPYY ) scored the most wins in yesterday's Alaska North Slope area-wide lease sale, submitting high bids on 45 tracts of 119 parcels offered. More news on: Repsol S.A., Repsol S.A. ADR, ConocoPhillips, Energy stocks news, Read more …
WSJ: Fracking frenzy runs dry as profits fail to materialize
The shale oil revolution has boosted production and made the U.S. the world's oil and gas champion, but paltry returns have prompted big shareholders to insist that companies focus on improving returns . More news on: Anadarko Petroleum Corporation, Devon Energy Corporation, Energy Select…
APC Building Momentum
Investment thesis: Anadarko Petroleum ( APC ) has been on a down slope since the announcement of 2016 annual results, losing more than 30% of its market cap. In the 3Q a larger than expected loss (EPS of $-0.77 vs expected EPS of $-0.5) and 20% production drop, due to hurricane effects, …
Anadarko Petroleum Corporation (APC)