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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 (184143)	6/3/2014 9:40:56 AM
From: Dennis Roth	2 Recommendations Recommended By LoneClone saintsinnerido Read Replies (2) \| Respond to of 206140

GLOG, GLOP, Lukoil, US EIA Petroleum Statistics, Electric Utilities Sector Bi-Weekly, Commodity Price Deck for Utility Equities GasLog Ltd. (GLOG) Funding Vehicle Ignites Further Growth Potentia 1 June 2014 ¦ 10 pages ir.citi.com We are reinstating coverage with a Buy as GasLog has improved its fleet and cash flow distribution prospects by expanding its on-water fleet and newbuild program, while also establishing a monetization vehicle in its daughter MLP company, GasLog Partners, which should also facilitate greater growth opportunities. GasLog’s newbuilding pipeline currently stands at 9 vessels, and at $18-$23 million in EBITDA per vessel (range indicates differences between varying sized ships), its newbuild program which runs through 2016 has the ability to scale EBITDA by 80% not including the four additional options it has recently secured at Samsung which would deliver in 2017 and beyond. We do not believe that the market has adequately factored in its fleet growth potential, and thus, risk/reward remains favorable, in our view. GasLog Partners LP (GLOP) Riding LNG Wave to Distribution Growth; Initiate with Buy 1 June 2014 ¦ 23 pages ir.citi.com We are initiating coverage on GasLog Partners with a Buy and $30 price target. We believe GasLog Partners provides a compelling investment case given visibility toward robust fleet growth in the coming years through drop-down opportunities from its parent, GasLog. In addition to drop-downs, long-term fundamentals for LNG shipping remain among the best (if not the best) in all of shipping end markets due to the liquefaction development pipeline and measured pace of expected fleet growth. Lukoil (LKOH.MM) Results: Q1 In-Line After Adjustments; Write-downs Noted For Second Quarter In A Row 29 May 2014 ¦ 8 pages ir.citi.com US EIA Petroleum Statistics Crude Imports Rebound Strongly Pushing Stocks Higher; Seaway Disruptions Can Reduce Cushing Draws Next Week 29 May 2014 ¦ 27 pages ir.citi.com Electric Utilities Sector Bi-Weekly Tracking Changes in Power, Spreads and Commodities 1 June 2014 ¦ 52 pages ir.citi.com Commodity Price Deck for Utility Equities 5-28-2014 Forward Prices for Utility Equity Modeling & Analysis 30 May 2014 ¦ 7 pages ir.citi.com