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Message Boards Settings Eagle Rock Energy Partners, L.P. (EROC) - Quote Info
Re: Investor Presentation      2-Jun-09 12:50 pm    
That was excellent guys, it is a MUST read. Before anyone thinks of selling I will recommend him to check this preez. It comes with detailed information regarding the:

- Structure of their midstream contracts: mostly hedged or fee-based
- Volume trends for midstream and upstream: very stable given circumstances
- Exposure to Haynesville upstream and minerals: interesting shale with competitive cost to the Marcellus.
- Valuation benchmarks against competitors: in terms of distributable cash flow and adjusted EBITDA is VERY cheap
- Distributions: The plan to raise them as soon as they reduce the debt

Plenty of ammo. I am getting the impression that EROC is a home run at this prices. My only concern is the low prices they have hedged for next year.

Thank you very much Kayne Anderson, Barclays and Tortoise. What other stocks you have that will cut distributions or dividends?
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  Subject Author Rating Time of Post (ET)  
 
check out the new investor presentation , sec.gov
alaskatrade... (1 Rating) 2-Jun-09 09:50 am  
 
Direct link: ...
jonnyk55 (1 Rating) 2-Jun-09 09:54 am  
 
Re: Investor Presentation
plan.maestr... (1 Rating) 2-Jun-09 12:50 pm  
 
Two things I take away from the newly highlighted ...
captain.fat... Rate it 2-Jun-09 02:32 pm  
 
Well, if they are reducing the debt by 75 mil...
skepticalne... (2 Ratings) 2-Jun-09 03:01 pm  
 
Fair point.
captain.fat... Rate it 2-Jun-09 03:29 pm  
 
skeptical, "Well, if they are reducin...
andydee Rate it 3-Jun-09 01:03 am  
 
Hi Andydee, can you clarify a bi...
sean89928 Rate it 3-Jun-09 07:25 am  
 
Sean, "As far as I am aware...
andydee Rate it 3-Jun-09 11:04 am  
 
Thanks for the links Andy...
sean89928 Rate it 3-Jun-09 11:50 am  
 
Sean, "Faster-gro...
andydee Rate it 3-Jun-09 12:27 pm  
 
Andydee, I think your underlying ar...
skepticalne... 3-Jun-09 01:46 pm  
 
Skeptical, A reasonable arg...
andydee Rate it 3-Jun-09 03:16 pm  
 
Sean, I didn't finish criti...
andydee (1 Rating) 3-Jun-09 03:38 pm  
 
And just for reference Captain: "Managemen...
plan.maestr... (1 Rating) 2-Jun-09 04:11 pm  
 
Plan - are you messing with UNG at all? ...
ufpeterson Rate it 2-Jun-09 05:00 pm  
 
Sorry no. I saw Fernando doing some...
plan.maestr... Rate it 2-Jun-09 05:05 pm  
 
Yeah, but they said in the call they wan...
captain.fat... Rate it 2-Jun-09 08:58 pm  
 
Haynesville ac is incredibly attractive. Go ...
arbtrader69 (1 Rating) 2-Jun-09 05:47 pm  
 
Pretty stupid no? Until a fellow poster...
plan.maestr... Rate it 2-Jun-09 06:22 pm  
 
Very big indeed. XCO has halted al...
arbtrader69 (1 Rating) 2-Jun-09 10:42 pm  
 
plan.m, I spoke to Jeff Woods ab...
andydee Rate it 3-Jun-09 12:42 am  
 
It is a small percentage, but ...
plan.maestr... Rate it 3-Jun-09 10:31 am  
 
pm, "It is a small per...
andydee Rate it 3-Jun-09 10:48 am  
 
Got it.
plan.maestr... Rate it 3-Jun-09 10:59 am  
 
Andydee, actually yo...
arbtrader69 Rate it 3-Jun-09 03:35 pm  
 
arbtrader, R...
andydee Rate it 3-Jun-09 03:47 pm  
 
They mentioned in the dividend cut confe...
skepticalne... Rate it 2-Jun-09 07:14 pm  
 
thanks for illumination on that issue
rlbeard6734 Rate it 2-Jun-09 08:29 pm  
 
Just read it. Fantastic! Explains today's price ...
upwardmo Rate it 3-Jun-09 02:20 am  
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Eagle Rock Energy Partners, L.P. (EROC)

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