By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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By Paul Sankey
Published on November 9, 2025 at 5:34 PM
Busy week ahead! ENI ringing the bell on the NYSE tomorrow with management comments meeting for analysts. I’m seeing if I can jump on CNBC while I am on the exchange floor. It is a TV set and bell ringing photo op these days. The traders nowadays are chips in data centers. Those guys on the floor are extras. Woodside CEO Meg O’Neill dinner on Tuesday. CVX post-Hess analyst meeting Wednesday November 12th. Happy Hours …
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By Paul Sankey
Published on September 4, 2025 at 2:09 PM
This evening 4pm, Frank Kelly on Happy Hour. Please join PREMIUM access. AI feeding frenzy in Washington DC – Frank has never seen anything like it and will explain; this is his top-of-mind issue “Nobody knows anything about energy” – warms our hearts, dear readers Trump vs Big Beautiful Bill TWO – you heard it here first, Frank can explain Ukraine & Melania vs Trump + Putin, latest Tweets, Melania winning? China, Russia, North Korea …
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