Morning Grimaces and Grins

By Paul Sankey Published on October 24, 2024 at 6:18 AM

Good Day, Happy Hour tonight with Chase Mulvehill, IR of Baker Hughes, at peak oil field service (OFS) earnings season. Note the slightly later 5pm ET time, with apologies to those of us in Europe, but Chase is of course jammed right now. Thursday, October 24th, 5PM ET Chase Mulvehill, IR at Baker Hughes on Happy Hour RSVP Registration Link – Click Here Chase is a former sellside analyst, and we can tease out some views on the …

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Tomorrow Happy Hour: Chase Mulvehill, IR Baker Hughes RSVP

By Paul Sankey Published on October 23, 2024 at 6:39 AM

With Baker Hughes reporting a beat overnight, and the market awaiting 2025 guidance on their call today, tomorrow we welcome BKR Investor Relations Chase Mulvehill to Happy Hour at 5pm ET – a slightly later slot. Premium Event: Date/Time – Thursday, October 24th, 5PM ET Guest – Chase Mulvehill, IR at Baker Hughes Please RSVP Registration Link – Click Here Chase and I worked together at Wolfe Research, and of course his first experience is highly impressive – four years as …

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Sunday Sticker Shocks and Straws

By Paul Sankey Published on August 25, 2024 at 3:00 PM

Hello, The last week of Summer 2024 is upon us. Welcome to the first week of 2024/5! Source: Bloomberg, Sankey Research Good luck to you & yours, may it be a great year. ~ Briefly noted: still no Prime Minister appointed in France, which is causing a continuing political crisis there. And next thing you know the founder of Telegram is arrested this weekend at Le Bourget, Paris’s private airport. Telegram, and that story, are …

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