Seeking Alpha: Can Denbury Resources Recover Market Enthusiasm?

Enhanced oil recovery specialist Denbury Resources (DNR) can generate significant cash margins over extended periods of high oil prices, but it doesn't seem to be suiting the needs and tastes of the market right now. Some investors seem disappointed that the company elected not to convert to an MLP structure, while others worry about the company's relatively modest production growth outlook and its sensitivity to lower oil prices.

I don't find Denbury strikingly cheap, at least not in comparison to some other alternatives in the market, but it offers a different risk/reward profile than many other oil stocks. With management now more focused on returning capital to shareholders and with less drillbit risk here (relative at least to companies in the Bakken, Eagle Ford, or Niobrara regions), Denbury strikes me as an option for playing a high oil price outlook with less operational risk.

Continue reading here:
Can Denbury Resources Recover Market Enthusiasm?

Investopedia: Denbury Resources Turns Leftovers Into Haute Cuisine

The world of energy exploration and production (E&P) is a large one, with ample room for many different business models. Taking a page from Apache's (NYSE:APA) successful book, Denbury Resources (NYSE:DNR) focuses on acquiring oil fields that other operates consider played out and then actively works them to squeeze out even more oil. While this is a challenging approach, it can work well when properly executed, and investors may want to add this name to their list of energy companies to follow.

Tertiary Recovery
To be clear, Denbury and Apache do not follow identical operating plans. Although Apache has and does take on mature fields, it is more broadly focused on efficient execution in environments that other operators find challenging and less economical.

Read the full piece here:
http://stocks.investopedia.com/stock-analysis/2012/Denbury-Resources-Turns-Leftovers-Into-Haute-Cuisine-DNR-APA-CLR-HES0405.aspx

Can Investors Capture Gains In Carbon Capture?

Carbon capture and storage (CCS) seems to be an inevitable emerging technology over the next few decades. CCS holds the promise of cutting CO2 emissions from power plants by up to 80-90%, while not imposing a crippling cost burden on energy producers and customers. As increased legislation aimed at controlling green house gas emissions seems like a done deal in the years to come, investors should look to see how they might position themselves to profit. 

Look to the Oil FieldsOne of the early adopters of CO2 capture and storage has been the oil and gas industry. Companies including Statoil (NYSE:STO), Kinder Morgan (NYSE:KMP), and Denbury Resources (NYSE:DNR) have been early movers in this field, which involves injecting CO2 far beneath the ground to stimulate better oil and gas production. Kinder Morgan operates CO2 pipelines and reported a few years ago that in the Permian Basin and Mississippi nearly 11 trillion cubic feet of CO2 had been used to generate and incremental 1.2 billion barrels of oil that might otherwise have remained in place.

For the complete column, please go to:
http://stocks.investopedia.com/stock-analysis/2010/Can-Investors-Capture-Gains-In-Carbon-Capture-STO-KMP-DNR-ALB-GRA0616.aspx