Friday Sankey 11/5/21

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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Morning Sankey 5/19/21

By Paul Sankey Published on May 19, 2021 at 8:23 AM

Quick note to highlight that Delek CEO Uzi Yemin will be on Happy Hour this week, Thursday at 5pm ET. SAVE THE DATE: Sankey Research 1st Anniversary Party for July 4th Weekend celebrating independence. July 1st in Dumbo, Brooklyn, 6pm. Please RSVP – this is a great area of New York, terrific place to visit to refresh your New York experience, right under the Brooklyn Bridge in the stunning park from which many Sankey Research […]

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At the close Sankey 5/6/21

By Paul Sankey Published on May 6, 2021 at 4:16 PM

Some quick notes: Low Key Happy Hour tonight, tell me if you are interested. 5pm ET. Clashes with some results. Notably EOG and ET Energy Transfer. Market expects a huge beat from ET on Texas storms, after Kinder blew it out. On EOG, we have seen some market darlings such as XEC with mixed results. Expectations would be high that EOG management quality handled the storm well. There is low expectations for a Devon-style surprise […]

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