By Paul Sankey
Published on June 25, 2025 at 12:24 PM
Noted WSJ (typically the most reliable M&A source: “Shell in early talks to acquire BP,” Shell were in early talks to acquire BP in 2005, so good luck with that. BP needs a solution though, no question. We note that the Chairman of Shell Sir Andrew Mackenzie had dealings with activist Elliott Management when he was CEO of BHP, that is now involved with BP, at least involved according to press reports. ~ COVID changed …
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By Paul Sankey
Published on June 1, 2025 at 2:48 PM
Greetings, Just like that, the month of May 2025 was gone. Always a blink, the wonderful month of blossoms. Thus, Panama hats, white linens and blue seersucker summer wardrobe-ready, Wall Street summer is upon us. Enjoy your weekend, let’s try to relax. A stroll today, to help you think easy, let me give you a reminder of the famous (and generic) Sunday Sankey Pimm’s recipe, which drink converted at least one hedge fund portfolio manager …
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By Paul Sankey
Published on April 10, 2025 at 9:12 AM
Today 4pm Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Premium event. Date/Time – Thursday, April 10th, 4PM ET Sankey Strategy Session | Steve Levine – EV and battery expert – Interest Form | Sankey Research ~ Mid penguin tariff “Liberation Day” crisis, last Sunday we highlighted that Treasury Secretary Scott Bessent was the one obvious Dove/Owl in Peacock/Eagle Donald Trump’s cabinet, who could force …
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