By Paul Sankey
Published on October 27, 2024 at 11:33 AM
Good day from Malaga, Huge rainstorms were welcomed by locals last night here in Southern Spain. We return to London tomorrow. Later today, in his weekly model portfolio update, Greg will review what happened in oil earnings and our model portfolio last week, and the huge week ahead for oil and wider market earnings reports. His book continues to perform very well, and even if his investing process may not match yours, it is highly …
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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 October 9, 2024 at 7:26 AM
The internet here at my parent’s apartment is so bad that I looked at buying a Starlink. £299 from Curry’s (British ~Best Buy). I’m tempted to, but in this basement flat, we only have a 20ft square patch of skylight. So now I am running internet from my iPhone and it seems okay including a full Bloomberg. Hats off to technology. And frankly, hats off to Elon. How did he come up with – and …
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