By Paul Sankey
Published on August 7, 2024 at 9:37 AM
Tomorrow Thursday, August 8th 4PM ET Greg Bordelon vs Paul Sankey Happy Hour open mic session for Happy Hour. Sorry we had originally said 1pm but that clashes with the Oxy earnings call, so if we want a shot of Warren Buffett joining, better we will go right after the market at 4pm. Looking forward to catching up on a LOT of stuff. Sankey Strategy Session | Paul Sankey & Greg Bordelon – Interest Form …
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By Paul Sankey
Published on May 4, 2024 at 2:03 PM
The best E&P earnings performance at the 2/3 mark through reporting season gets a deep dive. Source: Bloomberg, Sankey Research Civitas is the company that sparked our Heavyweights thematic note of 2023. A living, breathing case study in our Heavyweight thesis that bigger is better in energy today. We debated timing a note on CIVI – publish in front of the earnings print last week (so before CIVI reported after the market Thursday) or publish …
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By Paul Sankey
Published on May 1, 2024 at 6:23 PM
First the shock news… FTC to approve XOM-PXD deal. Then the condition: Pioneer CEO Scott Sheffield cannot join ExxonMobil’s board because of anti-competitive collusion with OPEC. All this is as reported by the Wall Street Journal this evening. Knee jerk first thoughts: Very first thought? You have to suppress a wry smile. Imagine the weeping and wailing at ExxonMobil’s “God Pod” management floors at this loss; get the Pioneer acreage, but not Scott Sheffield. Gosh darn …
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