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

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To: Dennis Roth who wrote (161496)	1/4/2012 9:22:20 AM
From: Dennis Roth	4 Recommendations Read Replies (2) of 206271

Cobalt International Energy (CIE) Significant Resource Upside to Unlock 19 pages, 22 exhibits Download Link: sendspace.com Bottom Line: Exploration has been a key Fall theme for us – see our 23rd September report Offshore Exploration in Focus: Implications as Activity Heats up This Winter, our Nov 2nd report Cobalt: Suite of Catalysts on the Horizon, our Dec 20th Derisking Angola; Initial Signs of Success and our Jan 3rd Energy in 2012: Transitions. CIE is a key beneficiary. Although the shares rallied strongly after “very encouraging” data from Cameia, the scale of resources in CIE’s exploration portfolio suggests further outperformance is possible. In this note we look in detail at CIE’s resource potential. We arrive at over $40/sh of unrisked value and raise our risked NAV to $20/sh.

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