By Paul Sankey
Published on July 9, 2021 at 12:03 PM
It was the optimum Happy Hour last night, with two expert witnesses, Kathleen Kelley and Jan Stuart, both highly tenured oil market experts, and a mix of long-only and long-short investors, mutual fund and hedge fund. We were also spread across the globe from Amsterdam to Mexico, with Kathleen struggling in a New York flash flood situation that resulted in a viral video of a lady wading into waist deep water to the NYC Subway. […]
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By Paul Sankey
Published on June 6, 2021 at 1:35 PM
Welcome to summer, hope you are enjoying breaking out your white pants after Memorial Day. Time to drop $250 on new sunglasses. Get in quick before they are $400. There is no presentation today as I am working on an oil company Board Presentation for Tuesday in Texas. Ramp spending by increasing debt… might actually be the call, or at least the outside-the-box option, notably to make an acquisition. This week I learned what […]
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By Paul Sankey
Published on June 3, 2021 at 8:46 AM
Last week, we highlighted Tellurian traction on Reddit Wallstbets. Today, they announced a further deal. Tonight we have Mark Viviano of activist Kimmeridge on Happy Hour (5pm ET) for a general discussion, such as pertains to a 3rd ExxonMobil board seat going to the activist slate (announced yesterday), views on the market dynamics that are occurring thanks to activism, etc. Mark has deep experience as a long-only investor at Wellington management. This is expressly NOT […]
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