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Gold/Mining/Energy : Big Dog's Boom Boom Room

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From: Dennis Roth	3/29/2013 9:26:32 AM
	3 Recommendations Read Replies (2) of 206159

SMID E&Ps Credit Suisse Sector Review All Eyes on Wattenberg into PDCE, BCEI Analyst Meetings 28 March 2013, 9 pages, 8 exhibits Download available at the bottom of This Page. All Eyes on the Wattenberg. Heading into next week’s PDCE analyst meeting, as wells as BCEI’s the following week, the Wattenberg field will take center stage, and we expect to get a lot more clarity on the resource potential in the field. While stock performance year to date (PDCE +49%, BCEI +39% vs. EPX +8%) indicates the growing optimism around the stacked pay and infill potential, we argue the stocks still do not fully reflect the size of the prize. As operators continue to successfully develop the Niobrara B horizontally, Codell economics ultimately should be superior and infill drilling and Niobrara A and C exploration continue to drive resource upside. The Wattenberg continues to offer investors one of the best “rate of change” stories in US E&P, and with few ways to gain exposure to the play we expect PDCE and BCEI to continue to outperform the E&P peer group.

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