Steve Zachritz
Contributor since: 2007
Company: Zman's energy brain, llc
ProFrac Q2 Beat: EBITDA Margins Well Above Guidance, Street Estimates Are Low
Civitas Crushes Q2 Expectations; Ups Guidance, Bolsters An Already Bold Dividend
Halliburton Reports Big Q2 2022 Beat On Much Better Revenue, Strong Margins
ProFrac Gobbles Up U.S. Well Services: High Margin Clean Frac King In The Making
U.S. Well Services: Little Clean Frac Player That Can Go Big
Excelerate Energy: Crowd Pleasing First Quarterly Update As A Public Company
HighPeak: Routine Growing Pains Create Opportunity
NexTier Crushes Q1 2022 Expectations And The Rest Of 2022 As Well
Excelerate Energy: Flexible LNG Story Picks Good Time To IPO
HighPeak Energy - Winning But Under Followed
NexTier Pre Investor Day Thoughts - Expect Upside To Estimates
Magnolia Oil & Gas: 2022 Looks Even Brighter
HighPeak Energy Operations Update - Rapid Oil Growth Is At Hand
Civitas Resources Set For Significant Free Cash Flow And Return Of Capital In 2022
Sono Motors IPO Review: Solar EV Technology With A Bright Future
Proterra Reports Solid 3Q21, With Rising Deliveries And Strong Margins + Major Battery Tech Win
Bonanza Creek, Soon To Be Civitas - Near New Cycle Highs But Still Incredibly Inexpensive Pro Forma 2022
HighPeak Energy - This Is Not Your Run Of The Mill Maintenance Capex Upstream Player
Shoals Technologies: Q2 2021 Meets Expectations, Guidance Reaffirmed Despite Solar Sector's Near-Term Headwinds
Bonanza Creek Reports Another Solid Quarter - On The Road To Greater Scale And Payouts
Shoals Technologies: High Growth, High Margin Utility Scale Solar And Soon EV Charge Point Facilitator
Bonanza Makes Another Common Sense Move - More Scale, More Free Cash, More Yield
Southwestern Energy Scoops Up Private Haynesville Player Indigo
Falcon Minerals: Strong Forward Yield Should Help Re-Rate The Shares Higher
Antero: Undervalued Free Cash Flow Cow
QuantumScape: The De-Risking Continues
There Can Be Only One: Bonanza Creek To Merge With DJ Basin Peer Extraction Oil & Gas
TPIC Composites: Beat And Reaffirm, Future Looks Increasingly Bright
Magnolia Oil & Gas: Beat And Raise Meets Buyback And Dividend To Come
Antero Resources - Big Q1 2021 Beat; Big Debt Metric Improvement
Falcon Minerals: Activity Pickup Leads To Rising Production And Dividends As 2021 Progresses
Falcon Minerals - Still Discounted As Activity Begins To Recover
Magnolia Oil & Gas Reports Better Than Expected Q4 Results, Guides Higher, Teases Buyback And Dividend
Bonanza Creek Is Inexpensive And Should Not Remain So For Long
Liberty Oilfield Services: Activity Rebound Drives Quarterly Beat, But The Brighter Outlook Is The Real Highlight
EV Groundbreaker REE Auto Is Coming Public Via VCVC SPAC
Proterra Is Coming To Market Via SPAC ArcLight - This Is Not Your Run Of The Mill EV Bus Builder
Broadwind Wind - Their 'Think Big' Slogan Applies To 2021 And Beyond
Qell Acquisition Corp SPAC Would Make Sense To Target EV Bus Maker Proterra
Falcon Minerals - Steeply Discounted Eagle Ford Yield Player