If it’s Happy Hour, Clap Your Hands – Hess, Chevron, Valero incoming

By Paul Sankey Published on January 30, 2025 at 10:03 AM

Greetings! Tonight on Happy Hour, we have legendary Mr Jay Wilson, HESS. which is always a great chat, and great timing with Hess having beaten estimates in Q4 earnings reported yesterday, but then held no conference call. So come with any questions. Register for Jay Wilson today at 4pm by Zoom here: https://sankeyresearch.com/conference/sankey-strategy-session-hess-jay-wilson-interest-form/ Hess beat the Street with $1.76 EPS vs Est. $1.49. Capex $1.68bn vs $1.52bn cash from operations. Hess delivered +18% year-over-year volumes …

Happy Happy Hour Jay Saunders & Fred Fromm

By Paul Sankey Published on September 12, 2024 at 10:39 AM

Tonight Happy Hour/Strategy Session, two of the most tenured and highly regarded Long Only Natural Resource investors in the world. We are very grateful to these great guys for doing a call at a time when we are hardly “victory lapping”. Oils and Oils Alpha Performance Source: Bloomberg, Sankey Research Actually, we equity peeps are out-performing the oil (and gas) commodity. By some way. That frankly worries me, but I get it. Source: Bloomberg, Sankey …