If it’s Happy Hour, Clap Your Hands – Hess, Chevron, Valero incoming

By Paul Sankey Published on January 30, 2025 at 10:03 AM

Greetings! Tonight on Happy Hour, we have legendary Mr Jay Wilson, HESS. which is always a great chat, and great timing with Hess having beaten estimates in Q4 earnings reported yesterday, but then held no conference call. So come with any questions. Register for Jay Wilson today at 4pm by Zoom here: https://sankeyresearch.com/conference/sankey-strategy-session-hess-jay-wilson-interest-form/ Hess beat the Street with $1.76 EPS vs Est. $1.49. Capex $1.68bn vs $1.52bn cash from operations. Hess delivered +18% year-over-year volumes …

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Sunday Blizzards, Buzzards and Buzzwords

By Paul Sankey Published on January 26, 2025 at 4:38 PM

A short catch up note today, struggling to see through the blizzard of wood chippings flying out of Washington DC: smoke, flames, feathers, shards of ice … in fact the blizzards and smoke are veritably across the whole USA, as President Trump seems to be everywhere, and making speeches everywhere, with regular but subject-scattered commentary, at-times with wild implications. And that was Week One. Gone are the days of Joe Biden making “no comment” or …

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Sunday Salt Cod and Idiot Caballeros

By Paul Sankey Published on December 22, 2024 at 7:21 PM

May Peace be with you all, First let me say to you, season’s greetings! Welcome to the end of 2024. We at Sankey Research – Greg and I with Analyst Hub hosting – joyfully hope for a great season for all. Let’s hope for the best from Trump II into 2025; the good news is, the world can hardly get crazier. It really feels like these are unprecedented times of weirdness. But as you know, …

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