short term trading - week starting 2nd sept, page-26

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    "Australian Unconventional Oil & Gas, Time to Ride the Wave September 2013" ... Worth a thorough read IMHO

    http://www.armourenergy.com.au/assets/downloads/investment_research/2013/09-2013_rfc-ambrian_australian-unconventional_oil_and_gas_report_.pdf


    Key findings

    Producers:
    "Beach Energy and Drillsearch Energy — An underappreciation of the value of current Cooper Basin conventional gas reserves and resources."

    Explorers:
    "Armour Energy, Buru Energy, Strike Energy and New Standard
    Energy — A large valuation discount for pure exploration
    companies."


    Companies covered in review and page

    Beach Energy 36
    Senex Energy 62
    Drillsearch Energy 82
    Cooper Energy 100
    Strike Energy 120
    Armour Energy 134
    Buru Energy 154
    New Standard Energy 170
    Blue Energy 186
    Central Petroleum 187
    Empire Energy Group 188
    Empire Oil & Gas 189
    Falcon Oil & Gas 190
    Icon Energy 191
    Lakes Oil NL 192
    Linc Energy 193
    Norwest Energy 194
    PetroFrontier Corp 195
    Santos Ltd 196
    Tamboran Resources 197
 
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