By Paul Sankey
Published on July 21, 2020 at 8:26 AM
This morning we shake our heads at the compensation of Noble Energy CEO Dave Stover, and consider the Halliburton vs Schlumberger pair, briefly… Continue reading
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By Paul Sankey
Published on July 20, 2020 at 8:17 AM
Chevron for Noble at a small premium Continue reading
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By Paul Sankey
Published on June 30, 2020 at 1:38 PM
One problem for the oil investment case is the tendency of the Major Oils to run themselves based on corporate ego rather than shareholder return. Certainly, the long term history of all the major oils can be directly traced back more than a century. Standard Oil is broken into components such as the Ohio and Indiana Standard Oils that became Sohio and Amoco, both now part of BP. But more directly, Exxon, Mobil, and Chevron […]
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