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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 (183956)	5/19/2014 11:08:47 AM
From: Dennis Roth	1 Recommendation Recommended By LoneClone Read Replies (4) \| Respond to of 206131

Canadian Integrated Oil, China Gas Sector, European E&P, Global Explorers Japan Petroleum Exploration MEG.TO, ROSE, The Timing Model, TLW.L, YPF Canadian Integrated Oil Comments from the Citi Global Energy & Utilities Conference 15 May 2014 ¦ 14 pages ir.citi.com The management teams of Suncor and Cenovus Energy highlighted their strategy during Citi’s Energy & Utilities Conference. CVE management highlighted its goal of driving consistent and cost-effective growth in the oil- sands, supported by cash flow generation from its conventional and downstream assets. CVE also reiterated its confidence in turning a corner on Foster Creek both from an operational and regulatory standpoint as the company tries to put the recent hiccups behind it. Mohit Bhardwaj \| Faisel Khan, CFA China Gas Sector New report: The new gas boom 19 May 2014, 45 pages doc.research-and-analytics.csfb.com Total supply likely to surprise on the upside. We believe China's gas supply would be structurally higher during 2015-20, driven by: (1) a possible sign-up of the Russian gas deal; and (2) faster-than-expected development in shale gas/unconventional gas. In fact, we estimate Chinese gas supply will see a 10% CAGR between 2015 and 2020. In 2020, we expect total gas supply to be about 420 bcm (41bcf/d), outpacing the NDRC gas consumption target of 400 bcm (39bcf/d) in 2020. Gas prices would become more reasonable. With recent developments in Ukraine, we expect the China-Russian gas deal to be settled at a price of US$9-11/mmbtu, 30-50% cheaper than the current Asia spot LNG price and close to import prices of Central Asian gas. We also believe that the shale gas breakeven cost is likely to come down from the current US$14/mmbtu to the US$10/mmbtu level, driven by a better understanding of the geological structure and a decrease in the drilling cost. European E&P Key takeaways from Citi’s Global Energy & Utilities Conference 16 May 2014 ¦ 8 pages ir.citi.com In this short note, we provide some key takeaways from the European E&Ps that presented at our Global Energy & Utilities Conference in Boston. While there was considerable focus on the further potential from the US unconventional resource plays, we believe international E&P also offers attractive investment opportunities. We continue to want exposure to companies with what we believe to have undervalued strategic resources. Our top picks remain Afren, Africa Oil and Genel Energy. Michael J Alsford Global Explorers FORTNIGHTLY You Know The Drill! 16 May 2014 sendspace.com Japan Petroleum Exploration (1662/ 1662 JP) Results in-line; production moving overseas... 19 May 2014 sendspace.com MEG Energy CORP (MEG.TO) Growth Story Unfolding; Reiterate Outperform 16 May 2014 sendspace.com Rosetta Resources Inc. (ROSE) Unlocking Delaware and Upper EF Potential 16 May 2014 sendspace.com The Timing Model It's That Time Again - Summer "Vacation" 19 May 2014 sendspace.com Sell in May. Tullow Oil (TLW.L) Where do we stand? 19 May 2014 sendspace.com YPF Sociedad Anonima (YPF) Back in Argentina: Initiating Coverage at Neutral 16 May 2014, 86 pages sendspace.com