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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 (184250)	6/4/2014 9:02:12 AM
From: Dennis Roth	3 Recommendations Recommended By DELT1970 evestor LoneClone Read Replies (3) \| Respond to of 206141

CIE, Marathon Oil Corp, Neste Oil, Novatek OAO, Oil Search (OSH.AX), PBF Logistics LP, Resolute Energy Corp, Rice Energy, Mozambique LNG European Refiners Bi-Monthly India Downstream, Credit Suisse Top Picks Cobalt International Energy (CIE) Good Risk-Reward Into Analyst Day (Preview) 2 June 2014 sendspace.com Marathon Oil Corp (MRO) Marathon Oil Announces Sale Of Norway Assets 2 June 2014 ¦ 9 pages ir.citi.com Neste Oil (NES1V.HE) Biodiesel Plant Visit Highlights a Solid Operation; Macro Headwinds to Keep Margins Under Pressure 3 June 2014 ¦ 11 pages ir.citi.com Novatek OAO (NVTKq.L) Management call on SeverEnergia fire improves our view on liquids production, raising TP by 2%, 2014 earnings by 6-7% 2 June 2014 ¦ 8 pages ir.citi.com Oil Search (OSH.AX / OSH AU) Trains on track 04 June 2014 sendspace.com PBF Logistics LP (PBFX) Visible Growth and Options for Upside; Initiating with a Buy 3 June 2014 ¦ 30 pages ir.citi.com We are initiating coverage of PBF Logistics LP with a Buy (1) rating and TP of $31, as we believe the units provide investors an attractive total return based on its current implied yield of ~4.5% and our expectation of ~13% price appreciation over the next 12 months. In our view, the partnership’s current valuation does not fully reflect growth from drop-down opportunities available from its parent, PBF Energy. PBFX's current distribution yield is 70 basis points above that of other moderate growth MLPs within the liquids transportation & storage sub-sector, and we believe this will change as PBF progressively drops down assets over the next couple of years. We also believe investors in PBFX have a free option on additional growth that might occur if PBF acquires a refinery with associated logistics assets. Resolute Energy Corp (REN) ‘Unusually Uncertain’ Outlook Reinforces Neutral Rating 2 June 2014 ¦ 17 pages ir.citi.com Rice Energy Inc (RICE) Alert: First Horizontal Utica Test – Bigfoot 9H – Comes In Strong Impressive First Utica Well Test Announced... 2 June 2014 ¦ 9 pages ir.citi.com Rosetta Resources Inc. (ROSE) Expect Gates South Focus and Delaware Delineation to Drive Outperformance 03 June 2014 sendspace.com Proj-economics Mozambique LNG 03 June 2014 sendspace.com Mozambique LNG is competing to become the next big LNG hub. The opportunities are well known, but the risk may still be underestimated. The key players exposed to Mozambique are ENI and APC. European Refiners Bi-Monthly Cold sweat - diesel reach multi-year lows 03 June 2014 sendspace.com India Downstream FY14 Results: Delivering Robust Improvement 2 June 2014 ¦ 12 pages ir.citi.com ---- Top Picks Credit Suisse’s Top U.S. Investment Ideas 4 June, 2014 sendspace.com