Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (184966)	7/21/2014 9:53:11 AM
From: Dennis Roth	3 Recommendations Recommended By evestor LoneClone RevoltNapper6 Read Replies (1) \| Respond to of 206110

Aker Solutions (AKSO.OL), Antero Resources (AR), Foresight Energy LP (FELP), Kinder Morgan, Newfield Exploration Co. (NFX),Schlumberger (SLB), Santos Ltd (STO.AX), Technip (TECF.PA), Woodside Petroleum Ltd (WPL.AX), WorleyParsons (WOR.AX / WOR AU). Aker Solutions (AKSO.OL) Life-of-Field Weakness, Impairments Overshadow Subsea Strength. Restructuring on Track. 18 July 2014 ¦ 8 pages ir.citi.com Antero Resources (AR) Q2 Light On Liquids Volumes; First LNG Sales Agreement Inked 17 July 2014 ¦ 9 pages ir.citi.com Total Q2'14 Production Tops Our Forecast... Foresight Energy LP (FELP) Alert: Progress Controlling Hillsboro Fire; Equipment Damage Appears Unlikely 17 July 2014 ¦ 7 pages ir.citi.com What's New – FELP reported an underground fire Monday evening at their Hillsboro mine based on high carbon monoxide readings. Kinder Morgan 2Q Earnings Recap Nat Gas Opportunities Abound, Backlog Swells Again 17 July 2014 ¦ 17 pages ir.citi.com KMI reported cash flows available for dividends of $332 mm, below our estimate of $350 mm due to lower realized cash flows from assets at the C-corp. EPS of $0.27 were slightly below our estimate of $0.29 on lower equity earnings. KMI announced a sequential dividend increase of $0.01/share to $0.43/share ($1.72 annualized), up 7.5% YoY and above our $0.42/share estimate. Mgmt still expects to meet or exceed its $1.72/share budget for declared dividends for 2014. Faisel Khan, CFA Newfield Exploration Co. (NFX) Alert: Street Is Already There 17 July 2014 ¦ 7 pages ir.citi.com Summary. Newfield pre-announced Q2’14 results ahead of expectations and raised 2014 production and capital spending guidance. Schlumberger (SLB) Going for the Ring, Not a Date 21 July 2014 sendspace.com Santos Ltd (STO.AX) Growth Story Begins With PNG LNG Start- Up 20 July 2014 ¦ 18 pages ir.citi.com LNG Growth Projects Showing Strong Progress — PNG LNG reported production of 6.7PJ in the 2Q (~5.2mtpa gross run rate) which infers average capacity utilisation of 75% from April. GLNG is >80% complete, we think project is on track for 1st production late-2Q15 and remains on budget. CY14 a transition year for East Coast Gas Business — Customer gas nominations remains low but this temporary issue will disappear when LNG demand ramps up (CY15). 2Q14 revenue 8% below Citi on lower value sales mix — With downtime at Fletcher Finucane, & lower Carnarvon nominations offset by higher 3rd party sales volumes. We have downgraded our EPS f/casts by 12% in CY14 given lower 2Q12 revenues and expectations for further maintenance to Fletcher Finucane. Our risked DCF based target price rises by ~2% from factoring in PNG LNG debottlenecking, as done recently for OSH. Maintain Buy, A$16.41/shr target price. Dale Koenders \| James Byrne \| Vishesh Pachnanda Technip (TECF.PA) Burgeoning backlog 21 July 2014 sendspace.com Woodside Petroleum Ltd (WPL.AX) Shell buy-back vote: Franking credit focus short-sighted* 18 July 2014 ¦ 12 pages ir.citi.com WorleyParsons (WOR.AX / WOR AU) Aristotle vs Right Said Fred 21 July 2014 sendspace.com