Chesapeake, SWN, and Aubrey’s legacy

By Paul Sankey Published on January 11, 2024 at 10:52 AM

And so it comes to pass. CHK and SWN tie up. The legendary name of Chesapeake (CHK) will be retired, which is a shame. Especially when these branding companies seem to think mostly in healthcare with “Ovintiv” and “Civitas”, although “Andeavor” replacing Tesoro was merciful. We continue to argue that Marathon Oil should re-brand as “Emaro”, having both a Marathon Petroleum and a Marathon Oil in the market has always been absolutely nonsensical. The point …

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Sunday Headhunters: APA, CHK, CPE, SWN…

By Paul Sankey Published on January 7, 2024 at 3:43 PM

Just back from Miami, quite the weather in the North East. Tomorrrow 2pm we round out the refining conference so far with Phillips 66. Register here: Phillips 66 (PSX): Mark Lashier – CEO, Kevin Mitchell – CFO, & Jeff Dietert -VP, IR https://sankeyresearch.com/conference/2024-sankey-refining-conference-interest-form/ Broadly speaking having been tested to the extreme by COVID, a truly worst-case scenario in macro terms, the refiners are in very good shape to start the year. Best potential to surprise …

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