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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 (184439)	6/17/2014 10:33:00 AM
From: Dennis Roth	2 Recommendations Recommended By evestor LoneClone Read Replies (1) \| Respond to of 206121

NextEra Energy Inc (NEE), Parsley Energy (PE), Woodside Petroleum (WPL.AX) Russian Integrated Oils, European Refiners Bi-Monthly, Citi Focus List US, Indonesia Energy Sector NextEra Energy Inc (NEE) Alert: New Marcellus Gas Pipeline – NEE/EQT 12 June 2014 ¦ 11 pages ir.citi.com New Pipeline Open Season Announced: NextEra and EQT announced an open season for the new Mountain Valley Pipeline project which provides an additional 2+Bcf/d takeaway capacity of Marcellus / Utica gas to the Southeast. The project has two anchor shippers that committed to 1Bcf/d under a 20 year contract. The 330 mile pipeline is slated to connect Equitrans transmission system from Wetzel County, West Virginia, to Transco Zone 5 compressor station 165 in Pittsylvania County, Virginia, and has a targeted in service date of Q4 2018... E&P Perspective: From an E&P perspective open season doc says 20 year term at $0.65-0.75/Mcf. Anticipated start is 4Q18, so the term “benefit” might be generous. SW Marcellus/Utica producers are RRC, EQT, RICE, CNX/NBL, AR, GPOR, CVX, CHK, MHR, REXX, SGY, PDCE, CRZO and American Energy (Aubrey). GPOR has strong growth ambitions without visible firm transport strategies secured. MHR could be thrown in that camp as well, but their financing strategy is not well defined. ---- Parsley Energy (PE) Prince of the Permian: INITIATING Coverage with an OUTPERFORM Rating and Target Price of $31 Initiate Coverage: We initiate coverage of PE with an Outperform and a $31 target price, assuming parity with our NAV. Our bottom-up analysis suggests that PE's business model is poised to deliver top tier liquids and cash flow growth on a capex adjusted basis, yet the shares trade at a NAV discount to its Northern Midland peers despite having more acreage in the 'core of the core.' 17 June 2014, 54 pages sendspace.com Woodside Petroleum (WPL.AX / WPL AU) Shell-ter from the Storm? 17 June 2014 sendspace.com -- Russian Integrated Oils 16 June 2014 ¦ 13 pages ir.citi.com Oil tax changes afoot, neutral to positive for industry economics; Removing Lukoil from CEEMEA Focus List on Iraq Risk --- European Refiners Bi-Monthly It remains tough out there 17 June 2014 sendspace.com -- Citi Focus List US Adding Valero 13 June 2014 ¦ 7 pages ir.citi.com Indonesia Energy Sector Powering the country 17 June 2014, 71 pages sendspace.com