By Paul Sankey
Published on November 20, 2025 at 2:31 PM
Greetings! Main thing today is Mark Viviano of Kimmeridge on Happy Hour at 4pm. Shortly. Premium subscribers get the replay tomorrow. Register here. He is a terrific public speaker. Clear as a bell. Rational. Logical. Highly experienced. https://sankeyresearch.com/conference/sankey-strategy-session-kimmeridge-mark-viviano-interest-form/ As you are probably aware, Kimmeridge has taken activist stakes in Coterra and Devon, and we shall discuss that. One hedge fund client would like to see the two companies combined, driven by Kimmeridge. Others argue along …
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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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By Paul Sankey
Published on November 14, 2025 at 1:13 PM
Rich is clearly one of the most impressive CEOs in global oil. The company is ahead on its targets to the point that we are working towards a major update and outlook. Very enjoyable chat, and I locked in an invite to the Calgary Stampede (July 3rd-12th) next year, having mentioned that I have never been to this legendary event. Rich also took time to follow up with a thank you email, where the thanks …
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