Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (183907)	5/14/2014 11:09:09 AM
From: Dennis Roth	1 Recommendation Recommended By LoneClone Read Replies (1) \| Respond to of 206131

BCIE, BHI, DGO.L, ECA, ERF.TO, FPM.L, INPEX, MTDR, PGF.TO, PXT.TO, TEP, TTI, Russian Oil & Gas Bonanza Creek Energy Inc. (BCEI) Valuation Discounts Inventory Concerns 13 May 2014 sendspace.com Baker Hughes Inc. (BHI) "The New Pulse"; Increasing TP to $96 14 May 2014 sendspace.com Dragon Oil (DGO.L) Exploration speeds up; drilling offshore Philippines is due to commence 12 May 2014 ¦ 7 pages ir.citi.com The newly-built jack-up rig has just arrived at the Baragatan-1 exploration well location offshore Philippines, in which Dragon Oil holds 40% interest. We expect drilling to commence shortly and initial results to be released in the first half of June. As we discussed in our recent note, given the increased importance of exploration activities for Dragon Oil's investment case, a positive outcome could serve as a catalyst for the stock. Buy rating reiterated. Alexander Bespalov, CFA \| Ronald Paul Smith EnCana Corp (ECA) EnCana Doubles Oil Production With Eagle Ford Acquisition 12 May 2014 ¦ 9 pages ir.citi.com Last week, Encana announced the acquisition of an asset package in the Eagle Ford shale from Freeport-McMoRan for $3.1bn. The assets include 45.5k net acres primarily in Karnes County with 355 gross producing locations (ECA 73% WI) and, per Encana, over 400 gross future locations. Current production is 53 MBOE/d (75% oil, 11% NGLs), although management noted that production is expected to decline this year given that FCX had sharply reduced drilling activity from 8 to 3 rigs. Encana plans to ramp back to 4 rigs by year end, but 4 rigs would drill up the entire 400 location inventory in less than four years. Robert S Morris Encana Corp. (ECA) Q1 Beat; Positive Play Updates 13 May 2014 sendspace.com Enerplus Corporation (ERF.TO) Q1 In-Line; Downspacing Test Positive 12 May 2014 sendspace.com Faroe Petroleum (FPM.L) Not much in Butch 12 May 2014 sendspace.com INPEX Corporation (1605 / 1605 JP) Results a beat; Ichthys progressing nicely... 12 May 2014 sendspace.com Matador Resources Co (MTDR) 12 May 2014 ¦ 12 pages ir.citi.com Market Spooked By Potential Equity Raise; Raise Target Price to $25 But Maintain Neutral Rating Pengrowth Energy Corp. (PGF.TO) Q1 In Line; Cost Creep at Lindbergh 13 May 2014 sendspace.com Parex Resources Inc. (PXT.TO) New Guidance and Mid-Year Reserve Report 12 May 2014 sendspace.com Tallgrass Energy Partners, LP (TEP) Solid Start to the Year, But Upcoming Quarters Could be Volatile 12 May 2014 ¦ 11 pages ir.citi.com Tetra Technologies, Inc. (TTI) A Setback to Expectations 12 May 2014 sendspace.com Russian Oil & Gas Raising discount rates to account for higher geopolitical risk 13 May 2014 ¦ 31 pages ir.citi.com