reports
ConocoPhillips: 1 director
Two Directors at ConocoPhillips sold 55,789 shares at between 0.000USD and 108.113USD. The significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the l...
- Stephane Foucaud
AUCTUS ON FRIDAY - 31/05/2024
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/AXL CN)C; target price of £0.65 per share: All eyes on the first horizontal well at Carrizales Norte – The 1Q24 production of 2,730 boe/d was close to our expectations. Arrow’s cash position of US$11.6 mm was also in line. The first water disposal well at RCE is being brought into production and the conversion of the CN-4 well is currently waiting regulatory approval. These two disposal wells are very importa...
AKRBP AKER BP ASA
MRO MARATHON OIL CORPORATION
GTE GRAN TIERRA ENERGY
EGY VAALCO ENERGY INC.
CHAR CHARIOT OIL & GAS
ENQ ENQUEST PLC
NOG NOSTRUM OIL & GAS PLC
VLE VALEURA ENERGY INC.
PHAR PHAROS ENERGY
MAHA A MAHA ENERGY
ZPHR ZEPHYR ENERGY
AXL. ARROW EXPLORATION LTD
SOUC SOUTHERN ENERGY CORP
LBE LONGBOAT ENERGY PLC
J4V VAR ENERGI ASA
LNGE LNG ENERGY GROUP CORP.
IAECN ITHACA ENERGY
Moody's Ratings says ConocoPhillips' acquisition of Marathon Oil is cr...
Moody's Ratings (Moody's) views ConocoPhillips' (COP, A2 stable) proposed acquisition of Marathon Oil Corporation (Marathon, Baa3 ratings under review for upgrade) on 29 May 2024 as credit neutral. COP has agreed to pay $22.5 billion in enterprise value (including $5.4 billion of Marathon net debt) ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upgrading Materials to Market Weight We have discussed for weeks that we will need to see the S&P 500 and Nasdaq 100 (QQQ) close below their 20-day MAs for 2-3 consecutive days in order to get more cautious. This still has not happened, meaning the short-term trend remains bullish. Closes below their 20-day MAs have been extremely rare since the October 2023 bottom, with buyers stepping-in immediately. Still, we need to be prepared. If we do get 2-3 closes below the 20-day MAs on the S&P 500 an...
OXY OCCIDENTAL PETROLEUM CORPORATION
SUM SUMMIT MATERIALS INC. CLASS A
WRN WESTERN COPPER AND GOLD
SCCO SOUTHERN COPPER CORPORATION
PXD PIONEER NATURAL RESOURCES COMPANY
MRO MARATHON OIL CORPORATION
HES HESS CORPORATION
FCX FREEPORT-MCMORAN INC.
FANG DIAMONDBACK ENERGY INC.
EOG EOG RESOURCES INC.
DVN DEVON ENERGY CORPORATION
CSTM CONSTELLIUM SE CLASS A
CPAC. CEMENTOS PACASMAYO SAA ADR
TKO. TASEKO MINES LIMITED
SLCA U.S. SILICA HOLDINGS INC.
MLM MARTIN MARIETTA MATERIALS INC.
TECK.B TECK RESOURCES LIMITED CLASS B
CENX CENTURY ALUMINUM COMPANY
CEXA CEMEX SAB DE CV (ADR)
KALU KAISER ALUMINUM CORPORATION
USLM U.S. LIME & MINERALS
AA ALCOA CORPORATION
AWCMY ALUMINA LTD ADS
HWM HOWMET AEROSPACE INC.
APA APA CORPORATION
- Dave Nicoski
- Ross LaDuke
Vermilion Macro Vision: Sector Synopsis
STRATEGY Since early-July (7/3/23 ETF Pathfinder, 7/18/23 Compass) we have discussed that we would need to see a break below 4300-4325 on the S&P 500 in order to shift to a defensive posture. We continue to believe that 4300-4325 will act as major support moving forward, and we are constructive as long as the S&P 500 is above 4300-4325. As initially discussed in our 8/29/23 Compass, we would not be surprised to see another month+ (i.e., through the end of September, and possibly longer) of cons...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Bounce Continues; Small-Caps Test 3.5-Year RS Lows In our prior Compass reports (8/22/23 and 8/29/23) we discussed our expectations for an oversold bounce; the bounce has continued, and we still believe it is possible we have seen the lows for this pause/pullback on the S&P 500. We see a low probability of a meaningful correction if the SPX is above 4300-4325 (1.5-year support), but, as discussed last week (8/29/23), we would not be surprised to see another month+ of consolidation between 4325 ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Expecting Russell 2000 (IWM) Breakout Above $199 We continue to believe the path of least resistance is higher for the major equity indexes, which has been our stance since our 5/30/23 ETF Pathfinder. We also remain bullish on the S&P 500, and we expect to see support at its 50-day MA moving forward. Beginning with our 7/18/23 Compass, we discussed our expectation for major 1+ year breakouts on the equal-weighted S&P 500 (RSP), Dow, and Russell 2000 (IWM). The breakouts happened later that day ...
SLB.N SCHLUMBERGER NV
PXD PIONEER NATURAL RESOURCES COMPANY
HES HESS CORPORATION
HAL HALLIBURTON COMPANY
I3N CHART INDUSTRIES INC.
EOG EOG RESOURCES INC.
DVN DEVON ENERGY CORPORATION
FI FRANK'S INTERNATIONAL NV
HLX HELIX ENERGY SOLUTIONS GROUP INC.
OII OCEANEERING INTERNATIONAL INC.
OIS OIL STATES INTERNATIONAL INC.
WFT.. WEATHERFORD INTERNATIONAL PLC
TEC TECHNIPFMC PLC
PUMP PROPETRO HOLDING CORP.
BKR BAKER HUGHES COMPANY CLASS A
TDW TIDEWATER INC
AROC ARCHROCK INC.
NEX NEXTIER OILFIELD SOLUTIONS INC.
SOCA SUBSEA 7 S.A. ADS
CHX CHAMPIONX CORPORATION
NOV NOV INC.
- Stephane Foucaud
AXL LN/CN, LBE LN, PTAL LN/TAL CN, SOUC LN/SOU CN, VLE CN, ANGS LN, AS...
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; target price of £0.50 per share: Zone at Carrizales Norte with no booked reserves has flowed >1 mbbl/d – The Ubaque horizon at the Carrizales Norte-1 (CN-1) exploration well was put on three tests, the last of which tested at 1,134 bbl/d of 13.5 API oil on pump. The flow rate was stabilized with a 28.3% water cut (completion fluid). The water cut has been decreasing throughout testing. This is a very go...
EQNR EQUINOR ASA
GTE GRAN TIERRA ENERGY
BPV BAHAMAS PETROLEUM CO. PLC
VLE VALEURA ENERGY INC.
EME EMPYREAN ENERGY
UOG UNITED OIL & GAS
BP. BP P.L.C.
AXL. ARROW EXPLORATION LTD
TAL PETROTAL (TAL)
TRIN TRINITY CAPITAL INC
KIST KISTOS PLC
SOUC SOUTHERN ENERGY CORP
ITH ITHACA ENERGY PLC
TCF TRILLION ENERGY INTERNATIONAL INC. (TCF)
LBE LONGBOAT ENERGY PLC
- Sid Rajeev
- Sid Rajeev
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.