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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 (183832)	5/8/2014 2:39:20 PM
From: isopatch	Respond to of 206131

Hi Dennis. Don't own the stock. But FWIW, EQT earth sciences team has far and away the best LT track record when it comes to recovered reserves from the shales in my part of the Super Giant. Started back in the early 80s with consistently superior performance from their vertical wells in a number of Upper Devonian Shale zones. Have reviewed completion AWA production stats going back to 1981 in several counties. ASA you look beyond the boundary of their lease at a long list of other company's wells both IP and total recovery drops significantly. Sometimes dramatically. Anyone who wishes to do so, can examine the same state records that I've looked at to verify this is true. Facts R facts. Iso

To: Dennis Roth who wrote (183832)	5/9/2014 9:04:22 AM
From: Dennis Roth	2 Recommendations Recommended By evestor LoneClone Read Replies (2) \| Respond to of 206131

CHK, DVN, ECA, MMP, OAS, PFC.L, PXD, REP.MC, RIG, , SXE, TLM, US Independent Refiners, US EIA Petroleum Statistics, OT: Citi GPS: DISRUPTIVE INNOVATIONS II Chesapeake Energy Corp (CHK) Thesis Playing Out; Reiterate Buy, Price Target Raised To $3 7 May 2014 ¦ 17 pages ir.citi.com CHK reported better-than-expected bottom-line results driven by higher-than- project NGL volumes and higher-than-forecast natural gas price realizations. Target price to $35 per share. Robert S Morris Devon Energy Corp (DVN) Q1’14 Wrap-Up: Teeing Up Opportunities To Drive Oil Growth 7 May 2014 ¦ 14 pages ir.citi.com Devon reported better-than-expected Q1’14 bottom-line results due to higher- than-projected mid-stream revenue along with lower-than-expected per-unit DD&A, partially offset by lower-than-forecast natural gas production and crude oil price realizations. Based on today’s Q1 results and updated guidance, wherein we have raised our oil production and midstream earnings forecasts, and other fine tuning, we have adjusted 2014 EPS/CFPS estimate, and our 12-month price target increases to $75 (from $66) per share. Encana Corp. (ECA) Accelerating the Strategy...Into the Eagle Ford 07 May 2014 sendspace.com Magellan Midstream Partners L.P (MMP) 1Q Beat On Butane Blending And Refined Product Volumes North America \| Master Limited Partnerships \| Buy MMP reported Adj EBITDA of $297.9 mil, easily beating Citi and Consensus estimates by 30%+ driven by strength in the refined products segment, primarily butane blending. Distributable cash flow of $253.2 mil covered paid distributions by 1.91x. The Board had previously announced a distribution of $0.6125/unit ($2.45 annualized), up 20.7% YoY. Faisel Khan, CFA Oasis Petroleum Inc (OAS) The Cooks Are in the Kitchen; Maintain Neutral & Raise Target Price to $51 8 May 2014 ¦ 16 pages ir.citi.com Petrofac (PFC.L) Not so flawless 9 May 2014 sendspace.com Pioneer Natural Resources Co. (PXD) Q1’14 Bottom-Line Beat With 2014 Outlook Still On Course 7 May 2014 ¦ 13 pages ir.citi.com Repsol (REP.MC) Encouraged, but uncertain 9 May 2014 sendspace.com Transocean Inc. (RIG) Will Fight For Fixtures 8 May 2014 sendspace.com Southcross Energy Partners, LP (SXE) In-line Quarter; Maintain Buy 7 May 2014 ¦ 11 pages ir.citi.com Talisman Energy Inc (TLM) Q1’14 Wrap-Up: Still Seeking To Lay Out The Course Ahead 8 May 2014 ¦ 16 pages ir.citi.com US Independent Refiners Jumping on the MLP Bandwagon (Part 2) 09 May 2014 sendspace.com US EIA Petroleum Statistics Bloated crude oil stockpiles manage to retreat as the US turns away more imports, but can this be sustained? 7 May 2014 ¦ 27 pages ir.citi.com OT: Citi GPS: DISRUPTIVE INNOVATIONS II Ten More Things to Stop Must Read and Think About Global Citi World Champions – The Top 50 May 2014 ir.citi.com In Disruptive Innovations II, we revisit the idea that disruption is not just reserved Class Of 2014 for the technology sector. Instead, we find that almost every sector has some form of disruptive innovation that is happening and is poised to change the way the sector operates. In this report, we look at 4D Printing, Digital Banking, Digital Currency, Digital Marketing, Electric Vehicles, Energy Storage, Immunotherapy, Insurance Securitization, Precision Agriculture. Erik J. Bass, CFA \| Todd Bault \| Andrew S Baum \| Jason Channell