| | | CAM, COS.TO, DETNOR.OL, LUPE.ST, MUR, ORG.AX, RDSa.L, TTI,
Things We've Learned This Week
Cameron International Corp. (CAM)
Rebuilding the House
31 January 2014 sendspace.com
Canadian Oil Sands Limited (COS.TO)
Q4 In Line; Maintaining Neutral Rating
30 January 2014 sendspace.com
COS reported CFPS of C$0.81, in line with our estimate of C$0.80, but ahead of consensus of C$0.74 based on a recent company survey of analysts. Capital risk has been considerably reduced given progress on major projects, while free cash flow is projected to expand materially through 2016. Reliability of operations remains a concern, however.
Det norske oljeselskap ASA (DETNOR.OL)
Increasing our Sverdrup costs; TP cut
31 January 2014 sendspace.com
Lundin Petroleum (LUPE.ST)
Increasing our Sverdrup costs; TP cut
31 January 2014 sendspace.com
Murphy Oil Corp. (MUR)
Exploration Needs to Deliver
31 January 2014 sendspace.com
Origin Energy (ORG.AX / ORG AU)
2Q14: Still awaiting Condabri flow rates
31 January 2014 sendspace.com
Royal Dutch Shell plc (RDSa.L)
Driving harder choices
31 January 2014 sendspace.com
Tetra Technologies, Inc. (TTI)
Oklahoma (Visit), Where The Wind Does Blow
31 January 2014
Things We've Learned This Week
Oilfield Services & Equipment
30 January 2014 sendspace.com |
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