FRANKLIN RESOURCES INC BEN

August 23, 2015 - 8:10pm EST by

member

						2015	2016
Price:		41.00		EPS		3.60	3.65
Shares Out. (in M):		614		P/E		12.4	12.2
Market Cap (in $M):		251,500		P/FCF		0	0
Net Debt (in $M):		-9,465		EBIT		0	0
TEV (in $M):		17,435		TEV/EBIT		0	0

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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 view available tags
7	member 10/02/14 4:53PM ROSE's Permian value implied by ATHL deal metrics
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 view available tags
6	member 8/05/14 2:14AM Great earnings release
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 view available tags
4	member 3/21/14 9:31PM Management
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 view available tags
3	member 3/20/14 1:54PM RE: RE: Thanks 2
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 view available tags

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