By Paul Sankey
Published on November 20, 2025 at 2:31 PM
Greetings! Main thing today is Mark Viviano of Kimmeridge on Happy Hour at 4pm. Shortly. Premium subscribers get the replay tomorrow. Register here. He is a terrific public speaker. Clear as a bell. Rational. Logical. Highly experienced. https://sankeyresearch.com/conference/sankey-strategy-session-kimmeridge-mark-viviano-interest-form/ As you are probably aware, Kimmeridge has taken activist stakes in Coterra and Devon, and we shall discuss that. One hedge fund client would like to see the two companies combined, driven by Kimmeridge. Others argue along …
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By Paul Sankey
Published on July 24, 2025 at 5:19 PM
There’s an oilfield service stock we like! FTI. There is an almost-oilfield service stock we like: Synopsis Energy Infrastructure. Other results Valero, great company. Enphase, single biggest loser from Trump II – painful place to be, we are not far off six months in, to four years. We do a little turn on Darling, after Valero, below, and a couple of others at the end, called things like Tesla and Google. So, some very interesting …
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By Paul Sankey
Published on May 29, 2025 at 11:10 AM
Today, Ed Morse at 4pm by Zoom on Happy Hour with one of his many mentees, Jan Stuart. Should be great, Ed is ready to rumble; we chatted yesterday. The backdrop is well-known, we will focus on the geopolitics Saudi/OPEC, Middle East and above all China demand, with of course Jan providing outstanding oil market work. Ed has modestly demurred on talking too much Kazakhstan/Russia but has suggest a future guest on the subject, who …
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