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

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To: Dennis Roth who wrote (184747)7/3/2014 9:00:13 AM
From: Dennis Roth2 Recommendations

Recommended By
evestor
LoneClone

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Caltex Australia (CTX.AX ), Cheniere Energy, Inc. (LNG), Niko Resources Ltd. (NKO.TO), Santos (STO.AX),

Caltex Australia (CTX.AX / CTX AU)
All about 2015
02 July 2014 sendspace.com

Cheniere Energy, Inc. (LNG)

Corpus Train 1/2 Contracting Completion a Positive, Largely Priced In
01 July 2014 sendspace.com

Niko Resources Ltd. (NKO.TO)

Knots in India Yet to Unwind
02 July 2014 sendspace.com

Santos (STO.AX / STO AU)

License to drill?
03 July 2014 sendspace.com

Our ESG colleagues visited Santos' CSG operations in NSW to discuss their
approach to managing ESG issues and meet with stakeholders. We have
published a detailed joint note with our ESG team, please see link. We lower our
target price from $12.70/sh to $12.40/sh

Santos (STO.AX / STO AU)
Social Licence to Operate Challenges leads to Project Risk Re-rating
03 July 2014 sendspace.com

...Fear and mistrust is widespread: A key message from our conversations
was that several members of local communities across the NW do not trust
STO, the CSG industry and the NSW government to regulate it....

...Mass opposition is the key risk in the near term: In our view, widespread
organized opposition to the project pose the most significant risk to the
project in the near term, in our view...
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