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 November 7, 2021 at 11:12 AM
Quick note today as I have two events. One of my favourite parties, this morning an NY Marathon party in Carroll Gardens adjacent to the running route, which starts at 9am. It is the only party I know of that starts at 9am on a Sunday. And then to the NY Giants game playing the Raiders at Meadowlands 1pm. You can get there easily, getting out involves multiple trains. It is a family tradition to […]
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By Paul Sankey
Published on November 5, 2021 at 8:35 AM
Ezra’s first quarter as EOG CEO and he lofts it out of the park – massive increase in regular dividend, big special, buyback, he is in NYC next week, take a victory lap Pioneer wanes yesterday after weak buyback guidance Apache on fire We like Denbury on CO2 negative oil, and encourage Oxy carbon ventures Sunrun – we expected either a crashing miss or wild beat and massive stock reaction; we got neutral Delek beats; […]
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