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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 (182584)	2/12/2014 10:07:09 AM
From: Dennis Roth	3 Recommendations Recommended By architect* evestor LoneClone Read Replies (1) \| Respond to of 206181

GTE.TO, PMO.L, SPMI.MI, TLM, The Williams Complex(ity), Gran Tierra (GTE.TO) Positive reserves report keeps GTE on the growth path – Reiterate Buy (H), raising target price to C$11.00/share 11 February 2014 ¦ 10 pages ir.citi.com Raising target to C$11.00/share, maintain Buy (HR) rating — We incorporate GTE’s 2013 year-end reserve report, which presented P2 reserves growth of 198% YoY, update oil and macro assumptions. We raise our target price to C$11.00/share, and keep a Buy (H) rating. 2014 EPS drops from US$0.99/share to US$0.72/share. Pedro Medeiros \| Fernando Valle Premier Oil (PMO.L) Time for a Spring Clean 12 February 2014 sendspace.com Saipem (SPMI.MI) Weak results, weak guidance 11 February 2014 sendspace.com Talisman Energy Inc. (TLM) First Read: Q4 CFPS + '14 Capex In Line 12 February 2014 sendspace.com The Williams Complex(ity): Assessing the Impacts of Investor Activism Delving into the Possibilities for WPZ, WMB, and ACMP 10 February 2014 ¦ 18 pages ir.citi.com Citi's has created an integrated financial model that ecompasses ACMP, WPZ and WMB to analyze recent investor activism at WMB. There are three main objectives that appear to add value to all stakeholders: 1) de-risk and reduce the cost of capital at WPZ; 2) fund growth opportunities with an MLP that has a low cost of capital; and 3) increase leverage at WMB to clean-up the GP ownership interest in ACMP. We detail our results in this report. Louis Lazzara \| John K Tysseland \| Faisel Khan, CFA