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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 (183784)	5/8/2014 8:17:13 AM
From: Dennis Roth	3 Recommendations Recommended By evestor LoneClone whitepine Read Replies (2) \| Respond to of 206131

AKSO.OL, CRZO, DNR, EMES, EQT & EQM, HFC, LTS.TO, MRO, MTDR, OXY, RDC, RIG, TRP.TO, WNR & NTI, US Independent Refiners Aker Solutions (AKSO.OL) When breaking up is easy 6 May 2014 sendspace.com Carrizo Oil & Gas Inc. (CRZO) Improved Eagle Ford Driving Oil Growth 06 May 2014 sendspace.com Denbury Resources, Inc. (DNR) Alert: Neutral Q1’14 Results; FCF After Dividend Now Seen In ‘14 6 May 2014 ¦ 7 pages ir.citi.com Emerge Energy Services LP (EMES) Solid Q1, with Progress on New Plants Continuing to Move Along 6 May 2014 ¦ 11 pages ir.citi.com EMES reported Q1-14 adj. EBITDA of $28 mil, which beat both our estimate of $27.1 mil by ~13.6% and the consensus estimate of $24.4 mil by ~14.7%. While sand revenues came in higher than expected, overall sand gross margins missed primarily due to higher than expected O&M costs. This was more than offset by outperformance from the fuel segment, as gross margins beat expectations based on higher sales volumes from transmix production and stronger wholesale margins, particularly in Birmingham. Distributable cash flow for the quarter of $25.1 mil was ~2.7% higher than our estimate of $24.4 and ~7.7% higher than the consensus estimate of $23.3 mil. Faisel Khan, CFA EQT Corporation/ EQT Midstream EQT Enters Permian; EQM Announces a Sizeable Dropdown 6 May 2014 ¦ 10 pages ir.citi.com HollyFrontier Corporation (HFC) EPS In-line; Special Dividends Continue 6 May 2014 ¦ 10 pages ir.citi.com Lightstream Resources Ltd (LTS.TO) Deleveraging is Key; Increasing TP 06 May 2014 sendspace.com Marathon Oil Corp (MRO) Q1’14 EPS Beat on Lower Exploration Expense; CFPS In Line 7 May 2014 ¦ 17 pages ir.citi.com Marathon Oil Corp (MRO) Walking the Chalk: Acceleration and Upside in the Eagle Ford, Bakken and SCOOP 8 May 2014 sendspace.com Matador Resources Co (MTDR) Alert: Raising ’14 Production & Spending Guidance 7 May 2014 ¦ 7 pages ir.citi.com Occidental Petroleum (OXY) Through the Restructuring Noise, 2015 Should be Better 06 May 2014 sendspace.com Rowan Companies plc (RDC) EPS Beat Expectations; Deepwater Era Begins for RDC 6 May 2014 ¦ 11 pages ir.citi.com Rowan Companies (RDC) High End Rigs Help in Downcycle 06 May 2014 sendspace.com Transocean Inc. (RIG) Trying to Play All The Angles 05 May 2014 sendspace.com TransCanada Corp (TRP.TO) Results: 1Q Beat; Power, Keystone Volumes & Weather Tailwinds 6 May 2014 ¦ 8 pages ir.citi.com Western Refining & Northern Tier Energy Strong NTI results filter through to WNR; NTI Buy; WNR Neutral 6 May 2014 ¦ 15 pages ir.citi.com WNR reported 1Q adjusted EPS of $0.44, above our estimate of $0.28 on higher earnings from NTI and larger realized hedging gain ($16.5mm vs.$5.2mm). The midstream assets through WNRL (Operating Income: $11.4 vs. $10.9mm) & Wholesale assets (Operating Income: $33.2 vs. $31.8mm) also performed slightly better than our expectations. NTI's refining margin & throughput exceeded our expectations. Mohit Bhardwaj \| Faisel Khan, CFA US Independent Refiners WNR/HFC: The Permian Party Continues 07 May 2014 sendspace.com