Our Research

…I personally think it’s not great. Interested in your take. Random question – I know – but I keep thinking about it. I kind of like the ‘question of the week’ adder… hopefully will get…

Happy Saturday – This week, we closed four tactical trade ideas on the heels of the OKE/ MMP deal vote approval (Effective Immediately We Are Closing Four Tactical Trade Ideas and *ALL* U/W OKE Positions)….

So… we actually didn’t realize (until now) that OKE puts the pronunciation of their company name in the press releases (‘ONE-OAK’), BUT figured in that case we will add it as well. Just to make…

***Happy to run this for E&P/ Renewables/ OFS/ Integrateds + Refiners/ Utes… Let me know*** Tough day in the market with the QQQ (NASDAQ 100) & SPX (S&P 500) down ~2% and ~1.65%, respectively. S&P…

Following the approval of the OKE/ MMP combination earlier today, we are closing out four tactical trade ideas into today’s vote. Please see within for full details. For MMP, ~76% of the voted units were…

The OKE/MMP vote is on deck for Thursday, September 21st. We expect results to be released at 10AM CST/ 11AM EST on Thursday. Per the partnership agreement, MMP can adjourn the meeting for an additional…

Realize some folks don’t like the EIA data but the new drilling productivity report just got released today. Here is the link: EIA Drilling Report Released 9-18-2023 A few key observations: Versus the August release,…

***Excel Data Available Upon Request. Full Company Level Details (~200 Corporates) Within*** Shares on Loan (‘SOL’) are simply shares that lenders (agent + other) have lent to market participants wanting to ‘short’ a particular security. For…

…BUT… I am debating bringing back Weekly Video/ Podcast Updates. Heard from a few folks they like the video/ podcast format, especially to watch over the weekend. Trying to gauge some general interest. Would you…

We have had a lot of discussions and incoming questions on the recent VTLE transaction(s). Within we discuss 1) investor feedback (which has been very mixed); and 2) Our take on how this transaction fits…

Greetings from ‘Wild & Wonderful’ West Virginia! We got a lot of questions on the VTLE transaction and what it means for broader energy, so hope to have those thoughts + investor feedback out over…

Happy Sunday –  Hope you are having a nice weekend. Please see within for some interesting news articles from the week focused on:  General Energy & Deal News Solar Wind LNG Hydrogen & Ammonia Oil &…

…Model Portfolio Keeps Chugging Along; U/W OKE vs. O/W MMP Finally in the Green… But Just so Boring… Within we provide a performance summary of 1) Our model portfolio (based on survey results for our…

As promised, here is the replay of our virtual call: The Schneider Capital Group – Virtual Chat w/ Dave Marchese CEO of Caliche (September 6th 2023) We have also time-stamped this for easier navigation: 00:00…

What IF… ENB acquires these assets and becomes bigger in Utes/ Regulated assets… which is going to happen if the transaction goes through THEN… Spins those assets… so now you have ENB Power/ Gas/ Utes…