To: Dennis Roth who wrote (182497 ) 2/7/2014 8:22:00 AM From: Dennis Roth 4 RecommendationsRecommended By DELT1970 evestor LoneClone whitepine
Read Replies (1) | Respond to of 206179 AR, ATO, BRS, DO, FANG, HERO, MEG.TO, MRO, PRE.TO, QGEP3, RRC, SE, TSO US EIA Petroleum Statistics Antero Resources (AR) Alert: Strong 2013 Reserves Replacement and F&D Tab, Although Marcellus F&D Outlook Rises & Utica Condensate EURs Fall 5 February 2014 ¦ 7 pages ir.citi.com Atmos Energy Corp (ATO) EPS Beat on Weather; Rate Base Growth Continues; Neutral 5 February 2014 ¦ 8 pages ir.citi.com Bristow Group Inc. (BRS) Issues Down Under Driving Earnings Miss 6 February 2014 sendspace.com Diamond Offshore Drilling, Inc (DO) Slowdown In Tendering Taking Its Toll Lowering Target Price to $50 (from $58). 6 February 2014 sendspace.com Diamondback Energy, Inc. (FANG) Raise NAV on Bigger EURs, Inventory 7 February 2014 sendspace.com Hercules Offshore (HERO) Slow Start in the US GoM 6 February 2014 sendspace.com MEG Energy CORP (MEG.TO) First Read: CFPS Miss but Positive Ops 6 February 2014 sendspace.com Marathon Oil Corp (MRO) Q4’13 EPS/CFPS Miss Though Total Production Was In Line ¦ 18 pages ir.citi.com Marathon Oil Corp (MRO) Shale Should Drive Cashflow Growth 7 February 2014 sendspace.com Pacific Rubiales (PRE.TO) 2014 Costs Down; Risks Moving Into 2015 6 February 2014 sendspace.com QGEP Participacoes SA (QGEP3) Long-term value. Short-term trap? 6 February 2014 sendspace.com Range Resources Corp (RRC) Alert: Solid YE’13 Reserve Report and All-In F&D Tab 5 February 2014 ¦ 7 pages ir.citi.com Spectra Energy Corp (SE) Raising Target; Maintain Neutral Rating 5 February 2014 ¦ 8 pages ir.citi.com Tesoro Corp. (TSO) Testing Confidence in 2014 EBITDA, Lower TP to $65/Sh 7 February 2014 sendspace.com US EIA Petroleum Statistics Crude stocks build modestly even as inventories rise on the USGC; Cushing stocks start to draw 5 February 2014 ¦ 27 pages ir.citi.com Crude stocks built 440-k bbls w/w (vs. Bloomberg consensus expectations of a 2.2-m bbl build) to 358.1-m bbls as crude production stayed flat w/w at 8.0-m b/d and crude imports dropped 1.1-m b/d w/w to 6.9-m b/d. Refinery runs dropped 368-k b/d w/w to 15.0-m b/d as refiners in PADD III continued to come offline for spring maintenance.