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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 (183673)	4/30/2014 5:53:22 AM
From: Dennis Roth	3 Recommendations Recommended By evestor isopatch LoneClone Read Replies (1) \| Respond to of 206131

AWE.AX, BPT.AX, CLNE, ESV, NOV, PTEN, PDS, SXY.AX, PNG LNG Update, WFT AWE Limited (AWE.AX) OK Result, Buy on Attractive Discount to Valuation 29 April 2014 ¦ 13 pages ir.citi.com Beach Energy Limited (BPT.AX) Result ok. Oil reserves add, but no update on unconventional 29 April 2014 ¦ 15 pages ir.citi.com Maintain SELL, better value in AWE Beach Energy (BPT.AX / BPT AU) Smooth operator 29 April 2014 sendspace.com We maintain our TP of A$1.90 and OUTPERFORM rating. Clean Energy Fuels Corp (CLNE) Q1 Preview: Adjusting Estimates for Tax Credit Impact 28 April 2014 ¦ 8 pages ir.citi.com Ensco Plc. (ESV) Putting on a Brave Face 29 April 2014 sendspace.com National Oilwell Varco Inc (NOV) Lowering EPS Estimates and Price Target, Maintain Buy 28 April 2014 ¦ 15 pages ir.citi.com In 1Q14 NOV saw a strong upturn in orders for new drilling rigs, work-over rigs, and pressure-pumping and coiled tubing equipment destined for the North America land market. It was the first sign of the much-awaited rebound in U.S. onshore activity. The offshore rig equipment market soared in 2013 but the outlook is now less robust due to the recent weakness in offshore rig demand and pricing. Precision Drilling Corporation (PDS) Rebuild, Reuse, Recycle 29 April 2014 sendspace.com Patterson-UTI Energy, Inc. (PTEN) EPS Update 29 April 2014 sendspace.com Senex Energy Limited (SXY.AX) Production disappoints but reserve to grow from Spitfire/Growler 29 April 2014 ¦ 13 pages ir.citi.com PNG LNG Update First Gas Ahead of Schedule, Minor Impact to Valuations 29 April 2014 ¦ 11 pages ir.citi.com Range Resources Corp (RRC) Results: Q1’14 Slight Bottom-Line Miss But Production On Target 28 April 2014 ¦ 10 pages ir.citi.com Weatherford International Ltd (WFT) Second Half 2014 EPS Acceleration Is the Next Turning Point 28 April 2014 ¦ 19 pages ir.citi.com Weatherford’s long and painful restructuring and tax remediation journeys seem to be finally coming to an end, and there is light at the end of the tunnel thanks to the steadily improving global markets for oilfield services. Annual pre-tax cost savings of $450 million will be achieved largely by mid-year, non-core asset divestitures yielding over $1 billion in proceeds should be completed by 4Q14, and the wind-down of loss-making contracts in Iraq will conclude by 3Q14. These steps will all make their respective contributions to operating performance very soon.