By Paul Sankey
Published on May 11, 2022 at 8:52 AM
Recommending BUYBACK PLAYS in this tape. We love the Diamondback approach of buybacks when the stock is cheap, specials when the stock is expensive. PREMIUM EVENT Sankey Strategy Session: Kaes Van’t Hof – President and CFO, Diamondback Energy This Thursday May 12, 2022 05:00 AM US Eastern Time. Register Here: https://us02web.zoom.us/meeting/register/tZ0rcuyorD8rEtFYFdOdB79bWBSDY7MFzYzP ~ Legendary oil executive Steve Chazen on yesterday’s Magnolia $MGY conference call; “I think that the re-evaluation of the industry from 4% of the […]
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By Paul Sankey
Published on April 27, 2022 at 8:01 AM
Client feedback on yesterday’s Long ADM short Tyson note. “If you love ADM and think it’s attractively valued, you must not be able to contain yourself over Bunge ????” Long Valero and Refiners – Valero streching for $7 EPS in Q2 and $150 price target Long Arch Coal and/or Peabody – huge free cashflow and implied cash return, like Archer Daniels, like refiners, everything is going their way. Don’t fight it, embrace reality. ~ CNBC: […]
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By Paul Sankey
Published on April 14, 2022 at 8:14 AM
Strategy Session Tonight 5pm ET Alex Epstein “The Moral Case for Fossil Fuels”. Next Thursday 5pm Gordon Shearer, Poten & Partners, on Global LNG, save the date. Investment themes: long refining, long US oily E&P; rushing to do more work on US natgas but have loved Antero as our play; Tourmaline interesting, Energy Transfer interesting. Worried about oilfield service earnings upcoming, but clients want to buy them on operating leverage and global oil & gas […]
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