By Paul Sankey
Published on October 9, 2025 at 12:25 PM
This evening on Happy Hour, Kaes Van’t Hof, CEO Diamondback. I am also delighted to say we have a major catch: Rich Kruger, President and CEO of Suncor is up in early November. Guest – Kaes Van’t Hof – CEO of Diamondback Today, Thursday, October 9th at 5pm ET – note later time. https://sankeyresearch.com/conference/sankey-strategy-session-diamondback-ceo-kaes-vant-hof-interest-form/ Guest – Rich Kruger – President & CEO of Suncor Thursday, November 13th at 4PM ET Registration – https://sankeyresearch.com/conference/sankey-strategy-session-rich-kruger-president-ceo-of-suncor-interest-form/ ~ The …
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By Paul Sankey
Published on June 8, 2025 at 12:11 PM
“There is a Lot of Land in West Texas” One of the oldest oil companies in currently quoted US oil equities, Texas Pacfiic Land, originating in 1871, is a barely known outsider that emerged seemingly from nowhere to S&P500 inclusion in 2024: TPL now has a larger market cap (no debt) than Devon, Coterra, Halliburton, Antero or Permian Resources. In this note we deconstruct TPL’s valuation, and establish the massive implied AI Data Center land …
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By Paul Sankey
Published on May 11, 2025 at 1:47 PM
Hello from Boston, “Hello”, he said, in a most British tone. The British are coming! Sure, the Tea Party, Independence Day. Don’t believe the hype, they are sequels. We need a Democrat Tea Party, in true Boston style, but the Democrats here are hopeless. My youngest son Harry’s full Boston graduation (Northeastern) is this evening, putting me free & clear from private education fees that are crippling. His college: $84k per year. We are leaving. …
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