Companies Overview
In this over-view we outline the parameters of considering oil company valuation. Basically Asset PV of future free cashflow x management quality = market value… Continue reading
Recent Posts
Sunday Sankey
Quick read today as you got a longer note yesterday on LNG, and I am running late. Just pictures today, and Betsey asked to be on the cover of the Sunday Sankey so it’s a presentation. All the fun favourite charts. Key slides: next week’s earnings highlights starting with Valero. Relative performance, oils performance, high free cashflow yields, and a cash return chart that will be updated on a rolling basis through earnings. Earnings calendar […]
Sunday Sankey 6/6/21
Welcome to summer, hope you are enjoying breaking out your white pants after Memorial Day. Time to drop $250 on new sunglasses. Get in quick before they are $400. There is no presentation today as I am working on an oil company Board Presentation for Tuesday in Texas. Ramp spending by increasing debt… might actually be the call, or at least the outside-the-box option, notably to make an acquisition. This week I learned what […]