By Paul Sankey
Published on February 16, 2025 at 4:44 PM
Last night we sent you a note “Valero: Nothing to See Here” jammed with oil market/refining/Valero/PBF/Neste Elliott Management/BP etc chat. In eccentric fashion, the note was approved and distributed yesterday on Saturday night at 11:15pm. Just the perfect timing for a work email. So this note serves to highlight it to you, and keep it brief otherwise. Stay tuned for Sankey Research Partner Greg Bordelon model portfolio update later today, I suspect, but don’t know, …
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By Paul Sankey
Published on August 7, 2024 at 9:37 AM
Tomorrow Thursday, August 8th 4PM ET Greg Bordelon vs Paul Sankey Happy Hour open mic session for Happy Hour. Sorry we had originally said 1pm but that clashes with the Oxy earnings call, so if we want a shot of Warren Buffett joining, better we will go right after the market at 4pm. Looking forward to catching up on a LOT of stuff. Sankey Strategy Session | Paul Sankey & Greg Bordelon – Interest Form …
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By Paul Sankey
Published on July 9, 2024 at 9:27 AM
Devon buys GME! Gamestop? No, Grayson Mills Energy. To be clear, we like Devon management, we don’t like their strategy. We laid out a carefully considered roadmap for Devon in our February 11th note: “Stop! Unleash the FANG Within” whereby Devon should essentially dispose of everything outside the Permian, focus on its decent Permian position (the FANG within), and massively buy back stock, driving the multiple higher. That would leave them in the position to …
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