By Paul Sankey
Published on December 14, 2021 at 8:19 AM
Long EQT short Sunrun this morning. Mega-theme, the ESG backlash, as energy reality intrudes on excessive alternate ambition Highlighted: a major positive announcement from Li-Cycle $LICY today regarding a $50m equity investment by LG, as part of a commercial agreement that will expand their Rochester Hub by 40% of 35,000 tonnes, equivalent to 90,000tonnes of lithium ion batteries annually. I am speaking to the company today, through newly appointed IR Nahla Azmy. More after that! […]
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By Paul Sankey
Published on September 12, 2021 at 12:25 PM
In this note, natgas hedging exposure (oops) and a China focus. My S&P500 sentiment Twitter survey yielded a result that is spectacularly unhelpful, lol. Pretty much 50:50 bullish/bearish. All I can say is that it seems I got the categories right, given an almost exact balance between the four choices. One observation made by a major market maker to me this past Friday was that the market absorbed a ton of paper last week, between […]
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By Paul Sankey
Published on August 18, 2021 at 12:34 PM
Good news and bad news at Li-Cycle – the stock is getting hurt, but there is no specific issue. Clients have asked me regarding the weakness, disappointing since the company started trading under the ticker $LICY. The questions are from top shelf investors, who seem surely to be long – clients evidently believe in this story, as we do. The personal account/discord group stuff I get tends to be around Tellurian $TELL. There, the market […]
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