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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (182224)	1/23/2014 6:49:49 AM
From: Dennis Roth	2 Recommendations Recommended By evestor LoneClone Read Replies (2) \| Respond to of 206176

E&P Fourth Quarter 2013 Earnings Preview Drop In WTI Oil Prices Underscore Sequential EPS/CFPS Decline 21 January 2014 ¦ 99 pages ir.citi.com On average, Q4’13 EPS/CFPS estimates for our 29-company E&P coverage group are projected to be down ~4% sequentially driven by a sharp decline in WTI spot oil prices, slightly offset by an increase in natural gas and NGL prices. Sequentially, reported production, on average, is projected to be flat with total per-unit costs up ~3%. We expect hedging will boost natural gas realizations by ~7% but have no impact on oil realizations.

To: Dennis Roth who wrote (182224)	1/28/2014 10:55:30 AM
From: Dennis Roth	1 Recommendation Recommended By LoneClone Read Replies (2) \| Respond to of 206176

Oilfield Services & Equipment South America Slowdown Problem Children. Brazil and Mexico 28 January 2014, 23 pages sendspace.com In this connection series note, the US Oilfield Services team has joined forces with the Latin America Energy team, led by Vanessa Quiroga (Mexico) and Vinicius Canheu (Brazil), to provide a full analysis of the oilfield service outlook in Latin America in 2014. Although the long-term prospects are promising, at least 2014 will see an interesting transformation.

To: Dennis Roth who wrote (182224)	4/15/2014 8:10:47 AM
From: Dennis Roth	4 Recommendations Recommended By evestor isopatch LoneClone xxreno Read Replies (1) \| Respond to of 206176

Oil Services & Equipment 1Q14 EPS Preview U.S. Onshore Market Gains Clash with a Weak Offshore Outlook 13 April 2014 ¦ 47 pages ir.citi.com On their 1Q earnings calls we expect the major service companies to move from a cautious stance on U.S. land activity to a more positive outlook with respect to market demand and pricing. On the other hand, offshore drillers are experiencing soft customer demand amid a general slowdown in deep water, a recent trend that has unleashed highly competitive bidding for a handful of open tenders and short-term work opportunities.