By Paul Sankey
Published on July 21, 2024 at 2:03 PM
Greetings again from Reykjavik, This week we will give you a quick look at the week ahead – which will be as mad as last week I reckon, for reasons to be outlined. For the specifics of oil stock performance last week, Sankey Research Global Head of Being Smart Mr Greg Bordelon will publish this evening, a day-by-day diary account of last week’s performance, which you will receive at 6pm ET this evening, “Model Portfolio” …
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By Paul Sankey
Published on April 20, 2024 at 10:16 AM
A major client liked the chart we published last week, highlighting that Schlumberger has a pattern of under-performing quarterly earnings reports. Quod Errat Demonstrandum, as SLB under-performed on its results yesterday, despite a headline beat. All you can analyse is the margins, and guidance outlook change. They came in neutral to mildly negative on a stock that is relatively expensive. SLB was down -2.14% in a tape which saw the mighty energy sector XLE power …
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By Paul Sankey
Published on April 4, 2024 at 8:42 AM
This evening 4pm ET HAPPY HOUR with OPEC whisperer Kathleen Kelley, reviewing the latest OPEC chatter after the Joint Market Monitoring Committee met this week. The OPEC powers-that-be said “Carry on”. Kathleen is a former personal advisor to Saudi oil ministers passim, and runs her own consultancy, Queen Ann’s Gate. She is a recognized “OPEC whisperer”, who also consults to major US E&P companies. RSVP to this email or click on this link: Sankey Strategy …
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