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
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and
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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
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Well Economics heading to zero at current prices using PRE-CASH D&C costs (post crash pricing helps out)
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and noting "5 Positive Characteristics That Never Go Out of Style" from this presentation
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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
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but GROWTH needs to be there
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CASH IS STILL KING it seems
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and while I've left out some of the peer comparisons on debt, this is the summary. DEBT IS MOST IMPORTANT
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and the DEBT issue is summarized pretty much in these 2 pictograms!!
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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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