Morning Cimarex-Cabot 5/24/21
By Paul Sankey
Published on May 24, 2021 at 8:18 AM
Cimarex and Cabot to merge as equals, the new company will be called Cimmabon. No, Cabarrot. Only kidding, they have not announced the new name. Call at 8:30am ET – imminently. Also we mention Tellurian, which is rising in the meme stock world – most mentioned on Reddit (see lists below). Overall, we love LNG plays, but US export competition is fierce, and our key play is Cheniere, $LNG. Years ago under Souki they snagged […]