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Tuesday, May 13, 2014

Petrofac - Oil Services Picks & Shovels Play From The UK

The oil & gas exploration space has valuations that vary widely with an average PE across the sector of 55. As you can see from the chart below several oil & gas sectors are trading on PEs above 40x and high price-to-book ratios: Yet if we look much closer, particularly within the Oil Related Services and Equipment sector, there are some fantastic ... (more)

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