Keurig Green Mountain Inc. (GMCR) Ultra Petroleum Corp. (NYSE) Keurig Green Mountain Inc. (GMCR) Saad Hirani BBS Finance

Agenda Company Analysis Company Fundamentals Chart Analysis Competitors Final Recommendation Joy: Very good agenda, clear, helps people follow along

Company Analysis (Ultra Petroleum Corp.) Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation Company Analysis (Ultra Petroleum Corp.) Overview Revenue & Market Share Independent oil and gas company engaged in the development, production, operation, exploration, and acquisition of oil and natural gas properties. Headquartered in Houston, TX Joy: a little dense, perhaps compare the specs in a chart? Try to have a product picture in product pitches Good 4P’s Sipan: I think you should have a picture so we know what the product looks like. The information is great though. Generally enjoys high profitability and large margins accrued from very low costs compared to other producers in industry.

Has a strong ROA, low risk, with moderate returns & P/E Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation Company Fundamentals Essential Statistics Market Cap: $4.20bn EPS: 1.54 P/E: 18.30 52 week high: 29.52 Beta: 1.15 ROA: 8.49% Joy: a little dense, perhaps compare the specs in a chart? Try to have a product picture in product pitches Good 4P’s Sipan: I think you should have a picture so we know what the product looks like. The information is great though. Has a strong ROA, low risk, with moderate returns & P/E

Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation Chart Analysis Joy: a little dense, perhaps compare the specs in a chart? Try to have a product picture in product pitches Good 4P’s Sipan: I think you should have a picture so we know what the product looks like. The information is great though. Source: Google Finance

Competitors Main Competitors YoY Revenue Changes Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation Competitors Main Competitors YoY Revenue Changes Main competitors are Gasco Energy, U.S Energy Corp, Resolute & larger energy providers in industry Has higher profit margins than AmeriGas, WPX, SM & CVR but lower than Laredo & Oasis Joy: a little dense, perhaps compare the specs in a chart? Try to have a product picture in product pitches Good 4P’s Sipan: I think you should have a picture so we know what the product looks like. The information is great though. Source: Google FInance

Forecasts and Final Recommendation Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation Forecasts and Final Recommendation Recommendation for UPL Tighter gas storage will pave way for improved gas prices. Growth to trend closer to 15% rather than predicted 5-9% Leverage to fall from 3.6 to 2.5 in next 12-18 months. Joy: a little dense, perhaps compare the specs in a chart? Try to have a product picture in product pitches Good 4P’s Sipan: I think you should have a picture so we know what the product looks like. The information is great though. ^Market Watch & CNN Finance strongly recommends a buy. Sales this year have crossed estimates and the stock is currently at a low price, and there is an earnings report scheduled for May 02. Recommend waiting for price to fall to about 25 and then buy.