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buc

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11

23/02/15

10:46

Post #: 14800557
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Originally posted by cmonaussie ↑

We've seen what SSN presented, but what about the rest of the conference
Index to presentations
http://www.enercominc.com/the-oil-and-services-conference/pdf-presentation-downloads/

Couple of very interesting non company presentations from Enercom. Highlights for me ... humor first ...

(a) in honor of the good doctor

View attachment 46454

and

View attachment 46455

back to serious stuff now (aww shucks)

(b) quite a few slides on world production, consumption, history, forecasts and the current state of play. The most important ones IMO

Production growth hitting the wall

View attachment 46458

Well Economics heading to zero at current prices using PRE-CASH D&C costs (post crash pricing helps out)

View attachment 46460

and noting "5 Positive Characteristics That Never Go Out of Style" from this presentation

View attachment 46462

and then saving the best for last...

(c) WHAT INVESTORS (i.e. us!!) are LOOKING FOR in O&G companies. I'll leave the positioning of SSN to the reader for discussion

CASH IS KING it seems

View attachment 46465

but GROWTH needs to be there

View attachment 46467

CASH IS STILL KING it seems

View attachment 46465

and while I've left out some of the peer comparisons on debt, this is the summary. DEBT IS MOST IMPORTANT

View attachment 46468

and the DEBT issue is summarized pretty much in these 2 pictograms!!

View attachment 46470

and

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The source for all of the above comes from
http://www.enercominc.com/downloads_TOSC_2015/EnerCom-Greg-Barnett.pdf
and
http://www.enercominc.com/downloads_TOSC_2015/EnerCom-James-Constas.pdf

Recommend viewing the whole presentation.

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http://www.wsj.com/articles/oils-plunge-could-help-send-its-price-back-up-1424632746

SSN Price at posting: 1.4¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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