Hey everyone,
Given the recent move in oil, I was thinking this would be a perfect forum for people to discuss their views, as well as share such things as primers, blogs, research, resources, etc.
I for one am definitely looking for good introductions into E&Ps and Drillers. I have plenty of research and primers I would be willing to share.
As for what I tend to read: SNL, RBN, oilandgasinvesting.com, http://www.rigzone.com/
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Also interested. I have a copy of the DB O&G Primer. Do you have any additional primers that are of the same quality/value that you'd be willing to share? Also, do you have anything that is more recent?
Want to know about drillers? Read hp pten pds nbr sse rig sdrl esv do ne 10-ks and investor pres. E&ps, same thing for eog apc dvn cog eqt chk pxd xec clr....Primers are like being handed a fish... Learn to fish.
Want to know about drillers? Read hp pten pds nbr sse rig sdrl esv do ne 10-ks and investor pres. E&ps, same thing for eog apc dvn cog eqt chk pxd xec clr....Primers are like being handed a fish... Learn to fish.
I tend to think 10-Ks are to high level. Don't really get into what the companies really do and how they operate. Maybe that's just me. Tend to have way to much BLAH.
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