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, …
Read More
By Paul Sankey
Published on December 18, 2024 at 11:45 AM
2025 Sankey Research Virtual Refining Conference Register your interest below for our 12th annual January Refining Conference, which takes place on the first working day of the year, to give you the first call on oil, right before Goldman in Miami. Format is Zoom fireside chats, with open Q&A – same as our Happy Hours/Strategy Sessions. Monday, January 6th 10AM | HF Sinclair (DINO) – Register for DINO Participating Management: Tim Go – CEO & President …
Read More
By Paul Sankey
Published on December 17, 2024 at 8:58 AM
Meeting Kinder Morgan last week in Houston, with my old mate, IR and corporate VP Peter Staples (my other old mate CEO Kim Dang was in NY for a couple of conferences) I perused the just-released guidance for 2025 and made the following comment: “So KMI stock is on 22x price-earnings, based on your guidance for next year of $1.27 EPS. Your dividend yield is down towards 4% (stock has ripped), and you just announced …
Read More
