Morning COVID

By Paul Sankey Published on December 16, 2021 at 9:43 AM

Warning: this is a personal note about COVID Well, I tested positive for COVID. Breakthrough. Triple vaxxed. Wife and I both felt off, she tested to check. Negative. Good news, means I don’t have it. But there are two tests in the pack so I might as well do it. We bickered over how to do it, how long to wait, and I told her “I know from all the tests I did in the […]

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Morning Sankey 6/30/21

By Paul Sankey Published on June 30, 2021 at 9:54 AM

ConocoPhillips is hosting a market update call today at 10am ET, and the press release reads great. I hate to repeat a press release, but this one is so pretty, and concise, it bears highlighting. Increasing anticipated Concho transaction-related synergies and savings to $1 billion annually; Reducing 2021 capital expenditures and adjusted operating cost guidance by $200 million and $100 million, respectively, due to stronger-than-projected business execution; Increasing 2021 planned share repurchases by $1 billion, […]

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Sunday Sankey 5/2/21

By Paul Sankey Published on May 2, 2021 at 12:25 PM

All presentation today, see attached link, after the Sunny Saturday Sankey published yesterday and emailed to you, outlined the past week. The week ahead is extremely busy with results – you can see my diary in the attached presentation. The monster week of earnings is behind us, with impressive results from FMAGA – Facebook, Microsoft, Amazon, Google, Alphabet. Week ahead also has Secretary of State Blinken travelling to Ukraine. “I can’t tell you that we […]

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