By Paul Sankey
Published on March 28, 2024 at 9:00 AM
Tonight Happy Hour graveyard slot into the Holiday Weekend. Perfect time for Bordelon vs Sankey. Join us at 4pm ET for “Open Mike” Link here to register interest, or reply to this email. Sankey Strategy Session | Paul Sankey & Greg Bordelon – Interest Form ~ One thing we can chat about is “what happens to respective stock prices if the CVX for Hess deal breaks?” Source: Bloomberg, Sankey Research, WSJ, SEC In this note …
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By Paul Sankey
Published on March 24, 2024 at 7:13 PM
Delayed last night in Boston by severe storms and a ground stop at La Guardia, eventually we were the last flight to leave Logan Terminal A, and barreled into New York like a bucking bronco, especially for those of us at the back of the shuttle. We landed screaming hot, through the driving rain to what felt like a skidding stop. Welcome back to New York. Freezing! Three weeks on the road, with a final …
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By Paul Sankey
Published on March 20, 2024 at 8:55 AM
CERA Week key interest – certainly among the gaggle of merger arbitrage clients that attended this week – was for Chevron, Hess, and ExxonMobil, not least with XOM suddenly releasing a Guyana exploration 8K after the market Friday into the conference open, where Day 1 the star plenary speaker was ExxonMobil CEO Darren Woods. He said a lot, directly pertaining to Guyana, so the 8K was clearly related. One key line was “we are not …
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