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

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saintsinnerido

To: Dennis Roth who wrote (184738)	7/2/2014 10:23:27 AM
From: Dennis Roth	3 Recommendations Read Replies (3) of 206110

ECA, Kunlun Energy, OSH.AX, PBR, Sinopec, TRP, EnCana Corp (ECA) EnCana Inks Deal To Sell Bighorn Assets 29 June 2014 ¦ 9 pages ir.citi.com Kunlun Energy (0135.HK) Downgrading Again; LNG Business Model Under Threat and Rising Losses Are Expected. E&P Is Also Headed Down 1 July 2014 ¦ 12 pages ir.citi.com Oil Search Ltd (OSH.AX) PNG LNG Start-Up to Fine-Tune Assumptions & Earnings F/casts 30 June 2014 ¦ 15 pages ir.citi.com Upgrade Target Price to A$8.45/shr, Maintain Sell Petrobras (PBR) Management meeting has mixed takeaway 30 June 2014 ¦ 13 pages ir.citi.com We met with Petrobras' senior executive team to discuss the details of the new R$15bn contract acquisition announced last week. Our take from the meeting was marginally positive. Nonetheless, we believe the acquisition will likely continue to weigh on the stock given the level of uncertainty it has added to the company's cash flow and to the price review of 5bn boe production rights. Sinopec (0386.HK) Alert: Bidding Criteria for Marketing Division Released; Time- Line of Transaction Appears Intact 30 June 2014 ¦ 8 pages ir.citi.com TransCanada Break Up Could Unlock Value; Upgrading to Buy; $61 Target 30 June 2014 ¦ 31 pages ir.citi.com Breakup Scenario — We believe shareholders of TRP would benefit from a breakup of the company via a tax-free spin-off of the Power business. We believe that doing so would unlock the intrinsic value of the company's pipeline and midstream assets, which are undervalued. We estimate a break-up value of $76 per share. We are upgrading shares of TRP to Buy from Neutral with a $61 target price, which now includes our break-up scenario.

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