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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 (184275)	6/4/2014 10:23:35 AM
From: Biomaven	1 Recommendation Recommended By Jim P. Read Replies (1) \| Respond to of 206143

The Rice dry gas Utica well is best I've seen: >>Rice announced that its first Utica horizontal well, the Bigfoot 9H in central Belmont County, tested at a peak rate of 41.7 MMcf/d >>And Positive Implications For MHR – Notably, MHR (Buy rated) has 110k net acres in the ‘dry’ gas Utica shale play in Monroe and Washington Counties, OH and in WV. In our view, the Bigfoot well further confirms our conviction in the upside potential of the dry gas window of the Utica and should also have positive implications for Magnum Hunter Resources. (I'm long both of these). Peter

To: Dennis Roth who wrote (184275)	6/4/2014 12:02:54 PM
From: DELT1970	Respond to of 206143

CS analyst, Mark Lear, removed FANG and GPOR from the firm's Best Ideas list and put in ROSE and AR. Global Hunter has long maintained ROSE is among the best on their list for making most efficient use of capital.

To: Dennis Roth who wrote (184275)	6/5/2014 9:06:16 AM
From: Dennis Roth	1 Recommendation Recommended By evestor Read Replies (1) \| Respond to of 206143

ANR. KAR.AX, NOV, ORG.AX, PNG LNG, Tatneft, TTI, Tullow Oil, Alpha Natural Resources (ANR) High Yield Credit Moving Senior Notes to Neutral from Sell, Initiating on 2nd Liens with Buy 3 June 2014 ¦ 14 pages ir.citi.com Karoon Gas Australia Limited (KAR.AX) Poseidon Browse asset sale, just in time to avoid equity raising 4 June 2014 ¦ 12 pages ir.citi.com National Oilwell Varco (NOV) Reinstating Coverage with an Outperform 05 June 2014 sendspace.com Origin Energy Ltd (ORG.AX) Poseidon acquisition adds to long-dated growth pipeline 4 June 2014 ¦ 11 pages ir.citi.com PNG LNG — Faster Ramp-Up but Sell OSH on Valuation, Buy STO on Growth 4 June 2014 ¦ 14 pages ir.citi.com OSH has raised CY14 prod. guidance to 17-20mmboe from 14.5-17.5mmboe due to an expectation of a faster ramp-up of PNG LNG and also revised total CY14 Opex guidance down to US$18-22/boe (prev US$21-26/boe). We have lowered our estimate from US$21/boe to ~US$19/boe which is a function of increased production against a largely fixed cost base and not a change in our view of long term production costs which we think are US$11/boe for PNG LNG from June 2015. Maintain Sell for OSH and Buy for STO. Tatneft (TATN.MM) Tatarstan field trip reveals significant CAPEX plans 3 June 2014 ¦ 8 pages ir.citi.com Tetra Technologies, Inc. (TTI) Update & Potential Catalyst (Hurricane Season) 04 June 2014 sendspace.com Tullow Oil (TLW.L) Detailed Review of Tullow’s E&P Portfolio ahead of its CMD 4 June 2014 ¦ 22 pages ir.citi.com We take a detailed look at Tullow's asset portfolio ahead of its Capital Market's Day on 25th June, and slight adjustments to our model result in a small cut in our price target, from £9.53 to £9.35. The shares have de-rated over the last two years, but we still believe the Tullow trades at a 17% premium to our European E&P coverage and continue to discount value for future exploration success. We maintain our Neutral rating.