Seeking Alpha: OMV's Transformation Should Unlock Meaningful Value

One of the most rewarding things about writing about stocks is when you write a piece, make certain specific predictions, and then see those come to fruition. In contrast, one of the most frustrating things is to have a piece all lined up and ready to go and then see one of your big predictions come true before your piece gets published. That has happened to me now on OMV (OMVKY.PK), as the company announced Monday that the company had reached a potentially transformative $2.7 billion deal with Statoil (STO).

The good news is that my basic thesis on OMV still holds - OMV looks like a significantly undervalued European energy major with catalysts to drive better performance in the coming years. Not only does the acquisition of North Sea assets from Statoil significantly improve the odds that the company will meet its long-term production growth goals (something the Street was incredibly skeptical about), but OMV remains a strong free cash flow-generating major with a low breakeven price and capacity for additional farm-ins as circumstances allow. All told, I believe these shares should trade more than 30% higher than they do today.

Please read more here:
OMV's Transformation Should Unlock Meaningful Value

Investopedia: Post-Robbery, Repsol Still Has Promise

This has been Repsol's (OTC:REPYY) annus horribilis, as the Argentine government's decision to steal YPF (or "nationalize"/"expropriate", if you prefer) walloped the stock and forced Repsol's management to re-evaluate the company's core operating priorities and capital structure. While I would never suggest that losing a business as large as YPF is a long-term positive for the company, this restructuring was arguably overdue and Repsol has a lot of appealing production/reserve growth potential.

Please click below for more:
http://www.investopedia.com/stock-analysis/2012/Post-Robbery-Repsol-Still-Has-Promise-REPYY-XOM-BP-CVX1003.aspx