Sunday Sankey 7/25/21

By Paul Sankey Published on July 25, 2021 at 12:39 PM

Greetings, It is all about the presentation this week; please click on the attached file for a look at what is in store for the week ahead – earnings; OPEC chat; what to buy when US natgas prices hit $4/mmbtu, which they did this past week; factor performance disconnection; and our only solution since we wrote The Renaissance Thesis of US E&P in 2017, namely hard cash return to shareholders. These oils have to bribe […]

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Friday Sankey 7/23/21

By Paul Sankey Published on July 23, 2021 at 9:12 AM

The “Why we prefer buybacks” note yesterday got a lot of feedback. There was some comment that it had no conclusion, to which my response was 1) it should have been titled Part 1 because this will be a continued theme for us through earnings and beyond because 2) my old line “you don’t buy cheap stocks and sell expensive ones, you buy good management” is the key. The chart on Sankey Stars would indicate […]

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Morning Sankey 6/24/21

By Paul Sankey Published on June 24, 2021 at 10:15 AM

Tonight 5pm June 24th on Happy Hour we have Charif Souki, Chairman and co-founder of Tellurian, the integrated Haynesville gas-to Driftwood LNG export project play. Should be a great chat! Register here Charif Souki on Sankey Happy Hour Next week, on Thursday July 1st, please attend the Sankey Research 1st anniversary party in Dumbo, Brooklyn. Email me for details on this informal get-together in one of the great destinations in NYC. Guess who is talking […]

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