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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 (183991)	5/21/2014 8:13:49 AM
From: Dennis Roth	Read Replies (2) \| Respond to of 206133

ATHL, ENQ.L, HERO, Surgutneftegaz. Tecnicas Reunidas, WPL.AX, Independent Refiners, Iraq, Athlon Energy (ATHL) 35% Upside to Our $54 Target Price; Upgrade to Buy 19 May 2014 ¦ 19 pages ir.citi.com We are revisiting our Athlon thesis post the firm’s acquisition announcement and initial Howard Co. horizontal well results. Our production forecasts rise dramatically as we materially reduce our prior horizontal drilling discount rate. We are upgrading shares from Neutral to Buy; seeing 35% upside to our revised $54 target price. John Nelson \| Robert S Morris EnQuest (ENQ.L) "Buyers Market" Good for EnQuest 21 May 2014 sendspace.com Hercules Offshore (HERO) The Only Way They Would Order a Newbuild 20 May 2014 sendspace.com Surgutneftegaz(pref) (SNGS_P.MM) SurgutNG pref dividend 3.9x better than that for ord 19 May 2014 ¦ 8 pages ir.citi.com On Friday SurgutNG’s BoD recommended dividends of RUB2.36 per preferred share and RUB0.6 per ordinary share. The preferred recommendation is in-line with our forecast, a straightforward calculation given the reported RAS net income for 2013 and the strict guidelines laid out in the company’s charter effectively requiring a 40% payout of pro-rata EPS to the preferred. The ex- dividend date announced by the company is set at July 16, which falls in the 10- 20 day period after the AGM stipulated under Russia’s new regulations on dividends. Tecnicas Reunidas (TRE.MC) Steady delivery, Record backlog 20 May 2014 ¦ 10 pages ir.citi.com Woodside Petroleum (WPL.AX / WPL AU) Something special for us? 21 May 2014 sendspace.com Independent Refiners 2Q Tracker: Solid in Gulf, Strong Out West 21 May 2014 sendspace.com Iraq Macro Flash Preliminary election results suggest a unity government will emerge: positive for an oil and budget deal 19 May 2014 ¦ 5 pages ir.citi.com === OT: Citi GPS: DISRUPTIVE INNOVATIONS II Ten More Things to Stop and Think About May 2014 ir.citi.com In Disruptive Innovations II, we revisit the idea that disruption is not just reserved 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. OT: Small/Mid Cap Topics Still Expecting Growth Differentiation 20 May 2014 ¦ 20 pages ir.citi.com