Companies Overview
In this over-view we outline the parameters of considering oil company valuation. Basically Asset PV of future free cashflow x management quality = market value… Continue reading
Recent Posts
Sunday Sankey 1/17/21
Trying to get up this morning, I was pondering whether the US military could split and part go renegade. However we continue to believe the US constitution will prevail. Rather a negative start to the day, but I moved on to put together the Sunday Sankey for you, with energy, be it alternative, or regular oil and gas, starting the year very well. We continue to be obsessive about the US$ impact on oil prices, […]
Sunday Sankey 12/20/20
Special Sunday Sankey featuring the legendary oil’s share of the S&P500 vs oil’s share of the S&P500 earnings charts! Sadly, it was not worth running them all year, given the horrendous earnings of the sector in what will be the worst year in the history of oil relative to expectations. Now, as we look directly into 2021, the charts are beginning to make sense. More inside this note but a couple of starters for you, […]
Morning Sankey
This morning we shake our heads at the compensation of Noble Energy CEO Dave Stover, and consider the Halliburton vs Schlumberger pair, briefly… Continue reading