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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 (183632)	4/25/2014 9:45:06 AM
From: Dennis Roth	3 Recommendations Recommended By evestor isopatch LoneClone Read Replies (1) \| Respond to of 206131

CAM, CKH, CPG.TO, DO, FTI, HERO, HP, INPEX, OII, PetroChina, PFC.L, PRE.TO, RDC, TECF.PA, Proj-economics - Gorgon LNG, Central Asian E&P. US EIA Petroleum Statistics, Q1 Utility Earnings Sneak Peek Cameron International Corp. (CAM) Regains Some Street Credit 24 April 2014 sendspace.com SEACOR Holdings (CKH) A Look Under the Hood 24 April 2014 sendspace.com SEACOR Holdings (CKH) OSVs Continue to Be a Thorn in the Side 24 April 2014 sendspace.com Crescent Point Energy Corp (CPG.TO) Acquisition Expands Torquay Footprint 23 April 2014 sendspace.com Diamond Offshore Drilling, Inc (DO) Waiting For Distressed Resale Opportunities 24 April 2014 sendspace.com FMC Technologies, Inc. (FTI) Knocking on Heaven's Door (stock price) 23 April 2014 sendspace.com Hercules Offshore (HERO) Waiting on a Shallow Water Pickup 23 April 2014 sendspace.com Helmerich & Payne, Inc. (HP) Dealing with High Expectations 24 April 2014 sendspace.com INPEX Corporation (1605 / 1605 JP) Ichthys – Inching ever closer 24 April 2014 sendspace.com Oceaneering Intl, Inc. (OII) Maintain Neutral, TP to $74 24 April 2014 sendspace.com PetroChina (0857.HK) 1Q14 EPS In-Line, Down 5% Y/Y as Lower E&P Was Partly Offset by Stronger Refining & Marketing 25 April 2014 ¦ 21 pages ir.citi.com Petrofac (PFC.L) Middle Eastern Promise 25 April 2014 sendspace.com Pacific Rubiales (PRE.TO) Production Down and Costs Up; Decrease TP 23 April 2014 sendspace.com Rowan Companies (RDC) Aramco Options Add ~$200M in JU Backlog 23 April 2014 sendspace.com Technip (TECF.PA) A great day at the office 24 April 2014 sendspace.com Proj-economics - Gorgon LNG 24 April 2014 sendspace.com This is the first of our series of 'Proj-economics' – a new product that looks at key projects in the Majors' portfolio once a month/quarter. In this report, we look at Gorgon LNG in Australia. This giant LNG project, operated by CVX in partnership with RDS and XOM, is likely to start up in mid-2015. Central Asian E&P Independents’ Day 24 April 2014 ¦ 38 pages ir.citi.com We update our view on the Central Asian E&P sector and identify key investment themes for 2H14, namely: i) independents over NOCs, ii) growth over value, iii) investability improvement and iv) exposure to rising geopolitical risk premiums. Our Top Pick is Dragon Oil, which we believe provides a unique combination of growth and value and looks well positioned to rally on the back of an imminent resumption of growth from 2H14. Nostrum O&G remains a Buy, but we see liquidity improvement and growth de-risking as prerequisites to any re-rating. We have KMG EP at Neutral despite, in our view, a cheap valuation and generous dividends, as risks outweigh positives US EIA Petroleum Statistics Four score and three years ago were US crude stocks ever higher? 23 April 2014 ¦ 27 pages ir.citi.com Crude stocks in the US continued to rise to 83-year highs as imports remained strong; combined with the highest domestic productionsince 1988, supply overwhelmed refinery runs. Crude inventories continued to shift from the inland to the US Gulf Coast; the crude hub of Cushing, OK was able to draw 788-k bbls. PADD III stocks continued their rise to new heights, to just below 210-m bbls, as refinery runs rose to near last year’s highs of 8.5-m b/d, but imports also stayed at a robust 3.8-m b/d. Q1 Utility Earnings Sneak Peek Weather and Commodity Prices Will Drive Results; We Continue to Be Selective with Utilities and See Further M&A Opportunities 24 April 2014 ¦ 136 pages ir.citi.com