By Paul Sankey
Published on December 13, 2024 at 4:19 PM
With our research getting backed up this week, because of travel to Houston, this brief note covers Casey’s ($CASY). If this note’s timing is as eccentric as our covering Casey’s, and Caseys’ reporting schedule, (we are somehow in Q1 2025) then we need to publish a brief results review, now or never. We cover “energy & energy adjacent” and like to be differentiated, so we enjoy our coverage of gas station companies because no other …
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By Paul Sankey
Published on December 8, 2024 at 7:27 PM
Dear All, Sorry I am late. But time just flies at this time of year, really from Labor Day, to Christmas, and we are flying. I have been struggling to get ahead all day. Now, this week to Houston, with the main event being the ExxonMobil upstream focus day on Wednesday 11th. Some people are looking for capex as high as $30bn a year, and that will not be well received, in the context of …
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By Paul Sankey
Published on November 29, 2024 at 10:35 AM
If you “went out for a walk with your cousin” and found yourself in a gas station yesterday on Thanksgiving, perhaps confused about what day and time it was in the blinking neon light, referring to the results of Alimentation Couche-Tard (ATD CN) will not help you work out what the date is. Yes, the recurring joke in our reports on ATD earnings is their absolutely derisible reporting calendar. On Tuesday, November 26, 204, two …
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