By Paul Sankey
Published on October 12, 2024 at 1:58 PM
With ExxonMobil approaching a December 11th analyst day, which we believe is not only a major milestone in the company’s history, but also global oil & gas history, we did what we did with Guyana. We took it to the mat. In this extensive note, we went back through every ExxonMobil conference call and analyst meeting, starting with the company’s completely wrong forecast for the US hydrocarbon balance in 2006, through the 2010 XTO deal, …
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By Paul Sankey
Published on August 15, 2024 at 12:26 PM
Sorry I am late today, you can blame mid-August but actually I ran out of time vs a long-awaited Doctor’s appointment. I made it within the aggressively enforced 20 minute grace period which does not apply to any Doctor. Early in the day, whenever, they are always 30 minutes late. Don’t start me on the US health system for the self-employed research analyst. All you need to know is that I pay $2,600/month and my …
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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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