Shell for BP Takeover: Denial is not LNG in Egypt

By Paul Sankey Published on June 26, 2025 at 1:30 PM

Starting in a couple of hours, 4pm ET, me vs Dan Dreyfus, hedge fund CIO, Bornite Capital. Join, he sees the world extremely clearly, which is helpful. Register here for this Premium Event. Hard to get credible money managers to talk about managing money. https://sankeyresearch.com/conference/sankey-strategy-session-daniel-dreyfus-bornite-capital-interest-form-2/ ~ Shell for BP, chatting to my legal snout in London, my thoughts that maybe Shell was being cute in its denial statement regarding a BP takeover “not considering”, “not …

Sunday “How Not to IPO”

By Paul Sankey Published on March 16, 2025 at 9:41 AM

Greetings, Today we feature Greg on “how not to IPO” after the travails of Venture Global and now Net Power. We were initially positive on Net Power, but subsequently became very concerned on costs and timing. On Venture Global, we were just outright negative. We update in this note. Highlight of this week will be Kaes Van’t Hof on Happy Hour, 4pm ET. Premium event. He is CEO designate at Diamondback $FANG. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-cfo-president-kaes-vant-hof-interest-form/ ~ A …