埃克森美孚(XOM)

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ExxonMobil faces opposition from CalPERS after 'devastating' anti-ESG activist suit
cnbc.com· 2024-05-21 01:37
文章核心观点 - ExxonMobil因与环保导向的激进投资者的长期斗争,失去了加州公共雇员退休系统(CalPERS)的支持,CalPERS计划在即将到来的股东大会上反对Exxon的所有12名董事提名及其CEO Darren Woods [2][3] 公司行动 - Exxon对两名激进投资者Arjuna Capital和Follow This提起诉讼,阻止他们提交要求公司减少直接排放并设定降低供应商和客户排放目标的股东提案 [4] - 尽管激进投资者撤回了提案,Exxon仍继续其诉讼,以防止他们再次提交此类提案 [5] - Exxon寻求通过诉讼获得“澄清一个已变得容易滥用的过程”,并认为持有极少或没有股份的激进分子不应被允许重新提交不增加长期股东价值的提案 [6] 投资者反应 - CalPERS在信中表示,Exxon的“鲁莽”诉讼威胁到任何议题上的股东激进主义努力,并呼吁其他股东跟随其行动,以表明他们的声音不会被压制 [5][6] - CalPERS希望ExxonMobil的董事们重新考虑诉讼,认为这种努力更像是校园霸凌而非企业领导 [10] 历史背景 - 2021年,Engine No.1通过竞选获得了Exxon的三个董事会席位,尽管其持股比例仅为0.02%,远低于CalPERS的约0.2% [7] - 该竞选得到了包括CalPERS在内的一些机构投资者的支持,旨在改革Exxon的披露标准并重新考虑公司在零碳世界中的地位 [8] - CalPERS现在反对那些它曾帮助选举的三位董事Greg Goff、Kaisa Hietala和Andy Karsner,以及另一位激进投资者Inclusive Capital创始人Jeff Ubben [9]
ExxonMobil (XOM), Pertamina Progress on CCS Hub in Indonesia
zacks.com· 2024-05-21 01:11
Exxon Mobil Corporation (XOM) , in partnership with Indonesian state-owned oil company Pertamina, has embarked on an appraisal drilling project for a carbon capture and storage (CCS) hub in Indonesia.The initiative, announced during the Indonesia Petroleum Association (IPA) annual conference, marks a pivotal step in utilizing the nation's depleted oil and gas reservoirs, and saline aquifers for carbon dioxide storage.The project, known as the Asri Basin Project CCS hub, is located in Pertamina’s Offshore So ...
Oil & Gas Stock for Options Bulls
schaeffersresearch.com· 2024-05-18 01:20
Subscribers to Schaeffer's Weekend Trader options recommendation service received this XOM commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters. Learn more about why Weekend Trader is one of our most popular options trading services.Energy giant Exxon Mobil Corp (NYSE:XOM) has seen a cup and handle pattern pullback to the 50-day moving average, into 2023 zone highs and is currently pushing back above its September peak. The 115 call l ...
Activists Use Shareholder Rights To Undermine Shareholders' Interests
Forbes· 2024-05-16 01:11
文章核心观点 - 公司寻求对之前被股东多次拒绝的提案进行更多澄清,这引发了ESG投资者的反对 [1][2] - 这种提案会给公司带来高昂的成本,同时也可能会扭曲公司的经营效率 [3][4][5] - 股东一再拒绝同一提案,却被要求一次次重新考虑,这对公司和股东都造成了不必要的负担 [6][7][8] - 监管机构放松了对"社会政策"议题在股东大会上提出的限制,这加剧了这种问题的发生 [9][10] - 公司诉讼试图获得更多法律上的明确性,但遭到了一些投资者的反对 [11][12][13][14] - 一些投资者的行为可能违背了其作为受托人的责任,将社会政策诉求置于股东利益之上 [15] 根据目录分别总结 公司和行业概况 - 公司是一家石油公司,面临ESG投资者的压力 [1][2] - 公司寻求对之前被股东多次拒绝的提案进行更多澄清 [1][2] 提案内容及影响 - 提案要求公司设定更严格的温室气体排放目标,包括范围1、2和3排放 [2] - 这种提案会给公司带来高昂的成本,同时也可能会扭曲公司的经营效率 [3][4][5] 股东表决和公司诉讼 - 股东一再拒绝同一提案,却被要求一次次重新考虑,这对公司和股东都造成了不必要的负担 [6][7][8] - 公司诉讼试图获得更多法律上的明确性,但遭到了一些投资者的反对 [11][12][13][14] 监管环境变化 - 监管机构放松了对"社会政策"议题在股东大会上提出的限制,这加剧了这种问题的发生 [9][10] - 这种变化损害了普通投资者的利益,降低了资本市场的效率 [16][17] 投资者行为评论 - 一些投资者的行为可能违背了其作为受托人的责任,将社会政策诉求置于股东利益之上 [15] - 公司诉讼试图遏制这种滥用股东提案程序的行为 [18]
ExxonMobil (XOM) Strikes Oil With Likembe-01 Well Offshore Angola
Zacks Investment Research· 2024-05-16 01:10
ExxonMobil Corporation (XOM) , one of the world's leading oil companies, has struck oil at its Likembe-01 research well in Angola's offshore Block 15, marking a significant discovery after a two-year hiatus in the region. The news, reported by S&P Global Insights on Tuesday, highlights ExxonMobil's continued commitment to exploration and production activities in key offshore regions.The Likembe-01 well, situated in the Kizomba B development area, was drilled between February and April and reached a maximum ...
Why Exxon Mobil (XOM) is a Great Dividend Stock Right Now
Zacks Investment Research· 2024-05-16 00:46
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yiel ...
ExxonMobil (XOM) Bolsters Egypt Offshore Exploration Ties
Zacks Investment Research· 2024-05-15 00:31
文章核心观点 - 埃克森美孚与卡塔尔能源签署框架协议,共同收购位于埃及海岸的两个offshore勘探区块 [1][2][3] - 卡塔尔能源将持有40%的股权,埃克森美孚保留60%的工作权益 [2][3] - 这一合作标志着双方在该地区的offshore勘探和生产能力得到加强 [3] - 卡塔尔能源正在大幅增加其在北部油田的天然气储备,到2030年将使卡塔尔的LNG产能提高85% [4] - 卡塔尔能源在埃及能源行业的参与不断增加,目前在埃及拥有6个offshore勘探区块 [5][6] - 埃克森美孚与卡塔尔能源的战略联盟有望对埃及及更广泛的地区能源格局产生重大影响 [7] 公司相关 - 埃克森美孝目前评级为持有(Zacks Rank 3) [8] - 其他被推荐的优质能源股包括SM Energy、Ecopetrol和Hess,评级为强烈买入(Zacks Rank 1)和买入(Zacks Rank 2) [9] - SM Energy是一家独立的油气公司,2024和2025年每股收益预期分别为6.60美元和7.46美元 [10][11] - Ecopetrol是一家综合性油气公司,2024和2025年每股收益预期分别为2.55美元和2.63美元 [12][13] - Hess是一家领先的油气勘探和生产公司,2024和2025年每股收益预期分别为9.17美元和11.15美元 [14][15]
Here is What to Know Beyond Why Exxon Mobil Corporation (XOM) is a Trending Stock
Zacks Investment Research· 2024-05-13 22:06
Exxon Mobil (XOM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this oil and natural gas company have returned -2%, compared to the Zacks S&P 500 composite's +1.3% change. During this period, the Zacks Oil and Gas - Integrated - International industry, which Exxon falls in, has lost 1.2%. The key question now is: What could be the stock's future ...
Exxon Mobil Stock Is Not As Overvalued As You May Think
Seeking Alpha· 2024-05-12 21:46
zodebala Introduction In early February of this year, I began covering Exxon Mobil (NYSE:XOM) stock here on Seeking Alpha, and since then, the stock has surged by 15.8%, outperforming the market's return by about threefold. Needless to say, I am incredibly pleased with this outcome. Seeking Alpha, Oakoff's coverage of XOM My thesis at the time revolved around Exxon stock being a robust investment opportunity within the O&G sector as the company has maintained strong core earnings and is targeting significan ...
Exxon ordered to pay $725M to mechanic who claimed toxic chemicals caused his cancer
New York Post· 2024-05-11 04:24
A Pennsylvania jury ordered ExxonMobil to pay $725.5 million to a former mechanic who claimed toxic chemicals in the company’s gasoline and solvents caused his cancer, according to attorneys for the plaintiff.The 10-2 verdict came on Thursday, attorneys said, after a trial in a state court in Philadelphia, where former mechanic Paul Gill alleged he was exposed to benzene in ExxonMobil products while working at a gas station between 1975 and 1980.Following the trial that lasted just over a week, the jury fou ...