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

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From: riskyinvesting	6/16/2011 9:05:33 AM
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SGY - From a Friend: "I like this SGY here.....looks cheap vs GOM peers even though they have nice onshore leverage and near-term catalysts. SGY trading at 3.2x 2012 on EV/EBITDA basis, 2.5x 2012 CFs vs GOM peer avg of 4.2x ebitda and 3.8x CFs,. I like that SGY is taking CFs from GOM to fund onshore growth....best thing is there are a ton of catalysts near-term (3Q timeframe): Lighthouse Bayou (1 Tcfe prospect), Alberta bakken results (NFX partner), more Marcellus results (so far, good start), and Paradox basin results (1st well good). Finally, good leverage to LLS so benefiting from higher pricing in Gulf region." Also, SGY stands to benefit from any positive news from MMR and the Ultra Deep. Anyone else wondering why we haven't heard from MMR on DJ2 logs? Seems way over due. I've heard Jim Bob was very bullish on the results in talking with an investor a week or so ago. I have also heard that he has gone quiet with people he talks to on a regular basis. Who knows whats going on. If Ultra Deep works, MMR could be a 5 bagger. Risky

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