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Triple Double Advisors

 
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  • Triple Double Advisors
    RIG-$49.93: big 1Q beat & $430MM in new contract awards. 1Q EPS $0.68 vs Sreet $0.33 driven by lower opex, DD&A and tax rate;
    5/3/12
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      • Triple Double Advisors
        Ensco ESV - Q1 reported Q1 EPS of $1.15, a penny shy of SCI/Street estimates of $1.16.
        5/3/12
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          • Triple Double Advisors
            Concho Resources (CXO) reported Q1'12 adj eps of $1.05, below the Street at $1.13, due to higher costs specifically LOE and DD&A.
            5/3/12
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              • Triple Double Advisors
                EPD-Q1 looks 62c, 5c better on onshore NGLs & gas. Offshore soft.
                5/2/12
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                  • Triple Double Advisors
                    DVN-$1.05, 38c miss on costs & realizations.
                    5/2/12
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                      • Triple Double Advisors
                        CHK-Q1 adj 18c, 11c miss. Bigger story lower guide and higher capex widening massive outspend.
                        5/2/12
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                          • Triple Double Advisors
                            Natgas lower as mkts look through curtailments & see production increases in 914 data.
                            5/2/12
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                              • Triple Double Advisors
                                Delta Airlines buys idled Trainer refinery from Phillips 66 (PSX). All we can say is, Delta...welcome to the Thunderdome!
                                5/1/12
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                                  • Triple Double Advisors
                                    Monthly U.S. implied demand for February '12 was revised higher by 466 kb/d from initial weekly data
                                    5/1/12
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                                      • Triple Double Advisors
                                        MPC-$1.70, 39c beat on margins. MLP formation pending.
                                        5/1/12
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                                          • Triple Double Advisors
                                            FST-adj 11c, 9c light. Ops were a mixed bag. NGL guide biases FY12 lower. EFord JV still pending
                                            5/1/12
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                                              • Triple Double Advisors
                                                BP $1.52, 12c miss mostly dnstream as E&P in line. Q2 outlook for lower vols/margins & continued pressure on Mkting & Chem margins
                                                5/1/12
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                                                • Bruce Whitaker: Don't think BP wants to go full throttle until US levies fines etc. and they're out of the woods re gulf accident. Sandbagging?
                                                  5/1/12
                                                • Triple Double Advisors: A bit of a surprise as VLO had a decent qtr.
                                                  5/2/12
                                                  • Triple Double Advisors
                                                    On the surface a pos EIA 914 rpt: gas prod in Feb '12 declined 0.42 bcf/d m/m. However, WY declined 0.23 bcf/d, part due to equip failures
                                                    5/1/12
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                                                      • Triple Double Advisors
                                                        China mulls guarantees for ships carrying Iran oil http://reut.rs/KpPkQC
                                                        4/30/12
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                                                          • Triple Double Advisors
                                                            SLB acquiring TESO's CWD business for $45mm in cash
                                                            4/30/12
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                                                              • Triple Double Advisors
                                                                HERO: offshore space has increasingly favorable jackup supply/demand dynamics in U.S. GoM
                                                                4/30/12
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                                                                  • Triple Double Advisors
                                                                    SDRL orders 6th newbuild drillship from Samsung delivery in 2Q'14 also got a 3-yr contract for a semi in offshore W. Africa for $710MM
                                                                    4/30/12
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                                                                      • Triple Double Advisors
                                                                        Hz Mississippian Osage Expl OEDV announced an IP rate on the Wolf 29 well of 1185Boe/d with 85% oil & 15% high-Btu gas.
                                                                        4/24/12
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                                                                          • Triple Double Advisors
                                                                            RDS-ups bid for COVE to $1.8B, highlighting strategic importance of EAfr offshore
                                                                            4/24/12
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                                                                              • Triple Double Advisors
                                                                                WFT 1Q recur 25c, 3c light w/ slightly better revs offset by lower margins in NAM & lower Intl revs w/ better margins. Q2 guided flat.
                                                                                4/24/12
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