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

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To: Dennis Roth who wrote (183285)	4/2/2014 9:19:48 AM
From: Dennis Roth	4 Recommendations Recommended By DELT1970 evestor LoneClone saintsinnerido Read Replies (1) of 206145

COG, CTX.AX, FST, Surgutneftegaz, FWIW, SMID strategy Cabot Oil & Gas Corp (COG) With ‘Worst Case’ Baked-In, Risk/Reward Looks Quite Favorable 1 April 2014 ¦ 22 pages ir.citi.com Cabot has lost ~$2.6bn in market value (~$3.3bn relative to E&P Marcellus peer performance) since its Q4’13 earnings release when it disclosed Northeast basis differentials in January/February widened to -$0.65/Mcf (vs. prior FY’14 guidance of $0 to -$0.40). We still model a full-year average differential of -$0.87 and 37% production growth in 2014, a -$0.90 differential and 29% production growth in 2015, and a -$0.50 differential and 13% production growth in 2016. Notably, the 2017+ outlook actually improved with Cabot announcing firm transportation & sales with the Sunrise Pipeline expansion. Robert S Morris Caltex Australia (CTX.AX / CTX AU) Another refinery bites the dust 1 April 2014 sendspace.com Forest Oil: The Sun is Peaking Thru the Tree Tops – Maintain Buy Forest Oil Receives Covenant Relief and Reduces Borrowing Base 31 March 2014 ¦ 6 pages ir.citi.com Forest Oil has announced the redetermination of its borrowing base and covenant relief under its $1.5BN (notional) credit facility due 2016, to $300MM from $400MM. FST currently has no outstanding debt under the revolver, and the next borrowing base redetermination will be in 4Q 2014. We think it is a positive that FST is able to put the covenant issues behind it and think that there could be a natural upside to its borrowing base with a successful 2014 and 2015 drilling program. Marisa B Moss \| Farah Zakir Surgutneftegaz(pref) (SNGS_P.MM) 31 March 2014 ¦ 8 pages ir.citi.com Results: 2013 RAS net income, implied dividend a bit under Citi expectations – Yield still a healthy 9.5% ---- FWIW - SMID Bit March Performance In A Nutshell 01 April 2014 sendspace.com SMID Bit Getting More Contrarian On Sectors 01 April 2014 sendspace.com Small & SMID Cap Stat Pack 01 April 2014 sendspace.com

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