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