Sunday, December 22, 2024
Dude, Where’s my Shareholder? - oil and gas 360

Dude, Where’s my Shareholder?

Oil & Gas 360 By Tim Rezvan, CFA – EnerCom Equity and commodity volatility are keeping the incremental energy investor away The gravy days of October seem like a distant memory for the Energy sector. After a strong YTD rally in both crude oil and energy equities (as seen below), the wheels have quickly come off for both since late

A wet gas windfall: propane inventory squeeze possible as winter approaches- oil and gas 360

A wet gas windfall: propane inventory squeeze possible as winter approaches

Oil and Gas 360 By: Tim Rezvan, CFA- EnerCom As we approach the midpoint of 3Q earnings season in the oil patch, we continue to see strong signs of capital discipline from the industry, with excess CF generally being earmarked for debt reduction, dividend growth and/or share repurchases. But while capital discipline strengthens balance sheets, it does not increase beleaguered

A wet gas windfall: propane inventory squeeze possible as winter approaches- oil and gas 360

A wet gas windfall: propane inventory squeeze possible as winter approaches

Oil and Gas 360 By: Tim Rezvan, CFA- EnerCom As we approach the midpoint of 3Q earnings season in the oil patch, we continue to see strong signs of capital discipline from the industry, with excess CF generally being earmarked for debt reduction, dividend growth and/or share repurchases. But while capital discipline strengthens balance sheets, it does not increase beleaguered

GE Oil & Gas Alum Joins Tech Company as CCO - Oil & Gas 360

Verisk to Acquire Genscape

By Tyler Losier, Energy Reporter, Oil & Gas 360 Genscape will become a part of Verisk subsidiary Wood Mackenzie Verisk (stock ticker: VRSK), a data analytics provider headquartered in New Jersey, has signed a definitive agreement to acquire Genscape, a provider of real-time data for commodity markets, from Daily Mail and General Trust (DMGT) for $364 million in cash. As

Oil & Gas 360 The U.S. energy sector, while not entering a downturn, is facing an extended period of lower oil prices, lower profits and tighter spending, ultimately leading to slower growth, fewer companies and fewer jobs

2018: The World’s Largest Public Oil & Gas Companies

In this update to our 2016 rankings, the top two slots in the list still belong to the Russian giants, Exxon is still third, and PetroChina held onto fourth place – but Shell and BP flipped positions, changing the makeup of the world’s five largest oil companies With 2017 in the books, it is a good time to see where

Fed's Bullard Says Rate Cut May Be Needed ‘Soon’ - Oil & Gas 360

PLS Tracks $129.3 Billion in New Oil and Gas Capital in 2017

Capitalize, PLS Inc.’s proprietary comprehensive capital markets tracking platform, released a statistical review of the oil and gas industry’s capital markets activity for calendar year 2017. Key findings: $34 billion in equity raised through offerings in 2017, down 36% from 2016’s $53 billion Of 2017’s eight upstream equity offerings, six were SPACs Big names such as Hess, Antero and BP

Delaware Basin Q2'17 Full-Cycle Cost and Margins

Show Me Your Full-Cycle Metrics for the Delaware Basin

Permian oil producers continue to tout enviable half-cycle metrics, but what does the complete picture show? The mad dash of capital into the Permian’s Delaware sub-basin over the last two years has been awe-inspiring considering the backdrop of oil prices careening down to half their 2014 highs, with $45-$52 oil turning into a new normal. Oil and gas companies throughout

Finding Costs Drop to 10-Year Low - Oil & Gas 360

Valuations of Appalachian E&Ps Could Start to Surpass the Permian Herd

Pipeline constraints limiting the value of Appalachian operators It’s a Wall Street quandary. It is no secret that the Permian has become the hottest play in the United States with E&Ps competing to acquire acreage, but the companies operating there may not always attract the most attractive multiples from investors. In January, EnerCom Analytics took an in-depth look at what

EnerCom Named Top Management Consultant by Forbes

EnerCom Named One of America’s Best Management Consulting Firms by Forbes Magazine

EnerCom: 22 years of advising and serving energy-centric clients DENVER – April 29, 2016 – Forbes Magazine (Forbes) commissioned an independent study by Statista to identify America’s Best Management Consulting Firms.  EnerCom, Inc. was recognized in the inaugural study in the category of Oil and Gas. Results of the study are based on two online surveys. The first survey was conducted

Oil & Gas 360 Earnings Season

Bam! It’s Earnings Season Again – Q3’15 Estimates

EnerCom, Inc. compiled third quarter earnings per share, revenue, EBITDA and cash flow per share analyst consensus estimates on 216 E&P and OilService companies in our database. Click here for the full chart of estimates. The median OilServices company earnings estimate for the quarter ending September 30, 2015, is $0.00 per share compared to actual earnings per share of ($0.02) and

Oil & Gas 360 Earnings Season

Bam! It’s Earnings Season Again – Q2’15 Estimates

EnerCom, Inc. compiled second quarter earnings per share, revenue, EBITDA and cash flow per share analyst consensus estimates on 224 E&P and OilService companies in our database. Click here for the full chart of estimates. The median OilServices company earnings estimate for the quarter ending June 30, 2015, is $0.00 per share compared to actual earnings per share of $0.03 and

Oil & Gas 360 Earnings Season

Bam! Earnings Season Again – Q1 2015 Estimates

EnerCom, Inc. compiled first quarter earnings per share, revenue, EBITDA and cash flow per share analyst consensus estimates on 200 E&P and OilService companies in our database. Click here for the full chart of estimates. The median OilServices company earnings estimate for the quarter ending March 31, 2015, is $0.11 per share compared to actual earnings per share of $0.02 and