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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 (182308)	1/24/2014 9:51:20 AM
From: Dennis Roth	3 Recommendations Recommended By DELT1970 evestor LoneClone Respond to of 206166

Exploration & Production SECTOR REVIEW Adjusting NAVs and EPS on Realized 4Q13 Prices and Updated Commodities Forecast 24 January 2014, 46 pages sendspace.com ...We maintain our long-term (2016+) Brent at $90.00/Bbl, but lower our long-term WTI to $80.00/Bbl driven by a widening of the Brent-WTI spread to $10/Bbl from $8/Bbl. We maintain our 2014, 2015 and long-term natural gas price forecast at $3.91, $4.15 and $4.50/MMBtu (see Exhibit 1 and Exhibit 2). We also mark-to-market 4Q13 realized WTI oil prices and natural gas prices (averaged $97.41 per Bbl and $3.63 per MMBtu vs. our previous estimates of $101.00 per Bbl and $3.75 per MMBtu). Our 2013/14/15 EPS Estimates Change by -2%/-25%/-11%...