Growth, Long-Term Horizon, Commodities, Oil & Gas
Contributor Since 2007
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We have covered energy at zmansenergybrain.com since 2006 posting 6 days a week and have been in the markets since the early 1990s. We post weekly slide shows on the oil and natural gas inventory reports and have daily pieces on individual names as well as group reports within a number of energy segments (Gassy Players, Permian Players, etc). Plus, Z is standing by essentially 24/7 to answer your energy questions. So come give us a try. IF you see our free pieces on Seeking Alpha rest assured that it was long ago written up, watched, mulled, and written up again on our site before we put a piece in the public free space. Also note that while we don't give investment advice we do tell you what we are thinking and when we buy and sell (on the site and via email) and show you our entire trading history (the trading blotter). And the site is fully searchable, by ticker and topic, again, back to 2006. So thanks for the follow and we hope to see your over at our site. Best Regards, Z Z4 Energy Research (Zman's Energy Brain)
The 2Q10 Numbers:
Leonard Shale – Southeastern New Mexico
Eagle Ford Shale:
East Texas Haynesville / Bossier:
Nutshell: In line quarter, stout operations update with one notable omission already referenced. On the one hand, people like to see new plays unveiled, especially oily ones so Leonard is a welcome addition. On the other hand, investors and analysts have abhorred boosted capital spending of late. Especially without a commensurate boost in production guidance. But on the third hand, it’s the right move and will make it possible for them to go from low double digit to high double digit growth, oilier growth at that, over the next two years and to lockup their leasehold in the process. The stock may come off initially but my sense is that that is short sighted given the radical shift in production profile here (something that began four years ago for them and not with the popular “get oily” crowd of recent months) and the large, repeatable success type drilling inventory they now hold.
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