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AUTHOR
DATE
SUBJECT
8
member
10/24/14 1:21PM
Positive read-through from OXY
I believe 550 mboe EURs on ROSE's Reeves County wells is a good proxy for sell-side consensus.
Occidental released additional well results today that are offset to ROSE's position. Tudor Pickering believes they imply ROSE's EURs... login to read the rest
Athlon is being bought by Encana. The deal metrics imply that Rosetta's Permian position is worth $1.7 - $2.0 billion. They paid $768 million for it, and they've invested ~$400 million since then for a... login to read the rest
There were lots of very positive developments in this release. The Street's NAV estimateswill have to come up, perhaps substantially.
Production beat: They beat consensus production estimates for the quarter by 3.5%,including a 7.3% beat on... login to read the rest
Snarfy, can you elaborate on why you rate management an A? As far as I know, most energy investors would disagree with that view. Even under your thesis, it would seem they're at the very
Panther and sugar - thanks for reading the writeup.
sugar - Yes, I would take ROSE all day long over SM. SM needs to come up with a second act to follow its operated Eagle Ford... login to read the rest
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