Anti Fossil Fuel Campaigns, CNX, COP, LNG, PSX, WOR.AX,
Oil Services & Equipment,
OT: Small/Mid Cap Topics
Anti Fossil Fuel Campaigns
8 April 2014 ¦ 9 pages ir.citi.com
Campaigns Progress & Fossil Fuels Fight Back
CONSOL Energy (CNX)
7 April 2014 ¦ 7 pages ir.citi.com
Alert: Strong 1Q Thermal Production, Natural Gas and Met Coal Output In-Line
ConocoPhillips (COP)
Analyst Day Preview: Expecting a Confident Performance
09 April 2014 sendspace.com
Cheniere Energy Inc (LNG)
Top 10 Takeaways from LNG Analyst Day
8 April 2014 ¦ 13 pages ir.citi.com
Once all 9 trains are up and running (Sabine Pass 1-6, Corpus Christi 1-3),
management estimates gross EBITDA of $6.6bn (midpoint of SPL, CCL and
CMI). We estimate gross EBITDA of $5.8Bn. Our estimates for Corpus Christi are
conservative and make up almost the entire difference.
Phillips 66 (PSX)
Analyst Day Will Likely Drive Sum of the Parts Higher
09 April 2014 sendspace.com
WorleyParsons (WOR.AX / WOR AU)
What is in a name?
09 April 2014 sendspace.com
Oil Services & Equipment
7 April 2014 ¦ 19 pages ir.citi.com
International Rig Count Rose by Four Rigs in March
OT: Small/Mid Cap Topics
Calling an Audible
8 April 2014 ¦ 21 pages ir.citi.com
We’re using our quarterly earnings preview as an opportunity to “call an audible”
on our 2014 SMID playbook. As a function of year-to-date sector performance
trends, weather impacted Q1 macros, expectations for a Q2 snapback, current
sector level growth projections, along with Citi economists’ call for a 3.35% year
end 10-year yield, we are making some adjustments to our SMID positioning. |
