Credit Suisse Energy Conference

08 Feb 2013 10:16 #1 by Blazer Bob
Note: The only one I own is SDRL which has a current yeild of %8.65.





"Key Takeaways - Day 1

Key Takeaway: The shale revolution is still generating substantial opportunities for
the mid-stream infrastructure and refining companies. Coastal refiners (MPC, VLO,
PSX) are on the cusp of a crude driven EBITDA uplift.

Other Takeaways:

Integrated Oil & Gas: PSX is still in the early stage of capturing value in four
key areas, which should boost earnings, cashflow and dividends. Management
does not believe their opportunity set is fairly reflected.".....................


https://doc.research-and-analytics.csfb ... vk%2fb4%3d

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