CIE, Marathon Oil Corp, Neste Oil, Novatek OAO, Oil Search (OSH.AX), PBF Logistics LP,
Resolute Energy Corp, Rice Energy,
Mozambique LNG
European Refiners Bi-Monthly
India Downstream,
Credit Suisse Top Picks
Cobalt International Energy (CIE)
Good Risk-Reward Into Analyst Day (Preview)
2 June 2014 sendspace.com
Marathon Oil Corp (MRO)
Marathon Oil Announces Sale Of Norway Assets
2 June 2014 ¦ 9 pages ir.citi.com
Neste Oil (NES1V.HE)
Biodiesel Plant Visit Highlights a Solid Operation; Macro
Headwinds to Keep Margins Under Pressure
3 June 2014 ¦ 11 pages ir.citi.com
Novatek OAO (NVTKq.L)
Management call on SeverEnergia fire improves our view on
liquids production, raising TP by 2%, 2014 earnings by 6-7%
2 June 2014 ¦ 8 pages ir.citi.com
Oil Search (OSH.AX / OSH AU)
Trains on track
04 June 2014 sendspace.com
PBF Logistics LP (PBFX)
Visible Growth and Options for Upside;
Initiating with a Buy
3 June 2014 ¦ 30 pages ir.citi.com
We are initiating coverage of PBF Logistics LP with a Buy (1) rating and TP of
$31, as we believe the units provide investors an attractive total return based on
its current implied yield of ~4.5% and our expectation of ~13% price appreciation
over the next 12 months. In our view, the partnership’s current valuation does not
fully reflect growth from drop-down opportunities available from its parent, PBF
Energy. PBFX's current distribution yield is 70 basis points above that of other
moderate growth MLPs within the liquids transportation & storage sub-sector,
and we believe this will change as PBF progressively drops down assets over the
next couple of years. We also believe investors in PBFX have a free option on
additional growth that might occur if PBF acquires a refinery with associated
logistics assets.
Resolute Energy Corp (REN)
‘Unusually Uncertain’ Outlook Reinforces Neutral Rating
2 June 2014 ¦ 17 pages ir.citi.com
Rice Energy Inc (RICE)
Alert: First Horizontal Utica Test – Bigfoot 9H – Comes In Strong
Impressive First Utica Well Test Announced...
2 June 2014 ¦ 9 pages ir.citi.com
Rosetta Resources Inc. (ROSE)
Expect Gates South Focus and Delaware
Delineation to Drive Outperformance
03 June 2014 sendspace.com
Proj-economics
Mozambique LNG
03 June 2014 sendspace.com
Mozambique LNG is competing to become the next big LNG hub. The
opportunities are well known, but the risk may still be underestimated. The key
players exposed to Mozambique are ENI and APC.
European Refiners Bi-Monthly
Cold sweat - diesel reach multi-year lows
03 June 2014 sendspace.com
India Downstream
FY14 Results: Delivering Robust Improvement
2 June 2014 ¦ 12 pages ir.citi.com
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Top Picks
Credit Suisse’s Top U.S. Investment Ideas
4 June, 2014 sendspace.com |
