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

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To: Dennis Roth who wrote (184935)	7/16/2014 6:48:13 AM
From: Dennis Roth	2 Recommendations Recommended By evestor LoneClone Read Replies (1) of 206104

Industrial action on Curtis Island, Faroe Petroleum (FPM.L), Noble Corporation (NE) Australian CSM-LNG projects Striking whilst the island's hot Industrial action being taken by the CFMEU 16 July 2014 sendspace.com Faroe Petroleum (FPM.L) Clarity improving; Few near-term catalysts Upgrade to Neutral with a TP of 138p (from 129p). 16 July 2014 sendspace.com Noble Corporation (NE) Positioning For A Post-Spin Noble; Raising Target Price to $37 (from $36) G. Lewis 16 July 2014 sendspace.com The Paragon (PGN) spinoff has finally arrived (July 23 record date, August 1 pay date) which we believe will drive valuation uplift at NE 2.0 (NE). Post-spin, NE will have a top tier fleet (that is what happens when you spin-off non-core assets) and an OCF yield (post maintenance CAPEX) of 14% leaving ample capacity for dividend growth, buybacks, and fleet growth. We are increasing our TP to $37 (from $36) includes $33/share for NE 2.0 and $3.5/share for PGN ($10 split adjusted).

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