By Paul Sankey
Published on December 9, 2025 at 9:11 AM
ExxonMobil released the slides from their 2025 Outlook Corporate Presentation today. We are to knee jerking a note to you before they say “Good Morning”. Tonight, dinner with DINO CEO Tim Go and team, questions on a post card please. We think Tim is a “buy good management” guy. Bit like XOM and Chevron. Thursday evening, same gig with Chevron senior management. Dinner in midtown. ExxonMobil are hosting their call now, starting at 9am CENTRAL …
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By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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By Paul Sankey
Published on November 16, 2025 at 4:11 PM
The choking smog of the current filthy dumpster fire in Washington DC is hardly the ideal backdrop for the visit of Crown Prince Mohammed bin Salman to Washington this Tuesday, 18th November. The other major news this week will of course be NVDA results, after the market a day later, this Wednesday November 19th. My working theory is that even assuming NVDA puts together another remarkable beat, the market is now worrying about too many …
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