NBL News and Press, Noble Energy Inc - Ordinary Shares From 10/29/20

Clean Energy is in. Dirty Energy is out. That's what they want you to think. It's not as easy as that. Oil is in a cyclical downturn, not a secular one. This article evaluates the current energy outlook, and provides actionable insights. For further details see: Clean En...

This is the third article in a series that I have authored on Antero Resources calling the company a generational buy with shares higher by 103.3% since the first article. For comparison purposes, the S&P 500 Index, measured by the SPDR S&P 500 ETF, is up 0.1% since the first ...

Another day, another announced M&A deal in North American energy. Operators continue to consolidate in the Permian in particular, a region where stock valuations had contracted to silly levels. Deals were inevitable. Investors in other areas of energy (midstream, services) sho...

Cycle bottom M&A indicate two things to us: 1) High implied decline in PDP resulting in inability to access to capital, and 2) no capital. A flurry of deals have been announced during the last two months, but the most notable one, in our view, was Pioneer buying Parsley. Parsl...

Demand destruction and low oil prices have led to more acquisitions in the oil and gas space. The ConocoPhillips purchase of Concho Resources is one of the biggest positive shale movements of late. Headwinds in the form of the coronavirus' trajectory and economic impact make deals...

Merger activity decreased last week with four new deals announced. The acquisition of MyoKardia by Bristol Myers Squibb Company. The acquisition of Eaton Vance by Morgan Stanley. For further details see: Merger Arbitrage Mondays - Bristol Myers Squibb...

MLPs followed up last week's modest bounce with a huge week in a risk-on surge for equity markets, commodity markets and everything else this week. MLPs led the way for a second straight week, beating the AMNA by nearly 300 basis points. Oil prices, natural gas prices, and the sto...

Poor messaging from management, as well as an ill-prepared balance sheet caused in part by buybacks, has caused the European major a lot of pain. Arguably, senior executives deserve to be shown the door. But even if that happens, expect the pivot away from fossil fuels to continue. ...

Vontier Set to Join S&P 500 Vontier Set to Join S&P 500 PR Newswire NEW YORK, Oct. 5, 2020 NEW YORK , Oct. 5, 2020 /PRNewswire/ -- Vontier Corp. (NYSE:VNT) will be added to the S&P 500 effective prior to the opening of trading on Friday, Oct...

Vontier (VNT) - the spin-off from Fortive (FTV) - is joining the S&P 500. Fortive will remain in the S&P 500 as well. Room was made for Vontier with the completion of Noble Energy's (NBL) acquisition by Chevron. Vontier will be added following its spin-off; Noble Energy will be remove...