Sunday Sankey 7/4/21

By Paul Sankey Published on July 4, 2021 at 12:30 PM

Happy July 4th Here’s to democracy and freedom. Usually, I make some dumb joke about being British and not celebrating any Independence on July 4th, but this weekend marks the first anniversary of Sankey Research. My first note, quoting Public Enemy as a statement on freedom of speech, was sent out the Friday of July 4th weekend 2020, and for long as it may continue, the anniversary of Sankey Research will be Independence Day weekend. […]

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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 6/27/21

By Paul Sankey Published on June 27, 2021 at 1:27 PM

Please join the Sankey Research party in DUMBO this Thursday as we celebrate the crazy past year, since first publishing the first Morning Sankey as independent research, on the Friday, of July 4th weekend 2020. What a muted occasion that was. Now New York is raving, and that is before international tourists return. RSVP for the party. It’s meant as an opportunity for people to come to see the remarkably transformed and very cool Brooklyn […]

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