By Paul Sankey
Published on March 3, 2022 at 9:00 AM
Strategy Session Tonight, Mark Viviano & Megan Hays of activist Kimmeridge. A former Portfolio Manager at mega-player Wellington Management, Mark leads the first public/private active funds at Kimmeridge, one of the top activist managers in the oil space. Megan Hays has joined Kimmeridge after 15 years of IR experience including Concho and Cimarex, and even allowing for that length of experience, still recently rated as one of Hart Energy’s “40 under 40.” Please click this […]
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By Paul Sankey
Published on January 9, 2022 at 3:31 PM
Yesterday I took on re-modelling the oil market according to the new world order: OPEC+. But I also spoke to a top hedge fund portfolio manager, US mega-player, who is based in Singapore for a couple of months. He made the following points: Strong Singapore economy with staff shortages – he waited an hour for a coffee the other day China cutting back on energy intensity. Brain drain from Hong Kong. Massive capex cycle starting […]
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By Paul Sankey
Published on December 5, 2021 at 12:48 PM
Heading to the World Petroleum Congress in Houston today, a couple of players have cancelled participation. My understanding is that Qatari Minister is out, so is BP CEO Bernard Looney. Omicron. We shall see the final count, but I look forward to seeing a raft of CEOs over the coming four days before heading to Midland to write a focus on Diamondback, $FANG, one of the best players in the Permian, known for its outstanding […]
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