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<title><![CDATA[SemGroup Energy Partners, L.P. (SGLP)]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/forumview?bn=51586</link>
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<title><![CDATA[Re: MSD Torchlight, L.P. bought shares of SGLP]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1208&amp;mid=1209&amp;tof=1&amp;off=1</link>
<description><![CDATA[They sure have been busy, buying a few thousand shares almost every day...]]></description>
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<pubDate>Sat, 09 May 2009 20:08:23 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
</item><item>
<title><![CDATA[Wachovia on SGLP]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1207&amp;mid=1207&amp;tof=2&amp;off=1</link>
<description><![CDATA[Equity Research
SemGroup Energy Partners, L.P.
SGLP: Moving In The Right Direction
Signs Term Sheet Agreement With SemGroup, L.P.

• Key Takeaways. On March 6, SGLP signed a term sheet with SemGroup L.P. to
receive the company’s asphalt business in exchange for the partnership's Kansas
crude storage assets and certain other concessions. If consummated, this agreement
would largely settle all outstanding issues between the two parties. We view these
developments as positive as (1) this should provide final separation between the
MLP and its bankrupt parent and (2) should lead to greater cash flow stability and
visibility. However, we are staying on the sidelines and maintaining our Market
Perform rating. While these are positive steps, there still exists uncertainty as to the
cash flow generating capabilities of the partnership. Further, there is no timetable
for when SGLP may file its Q2-Q4 2008 SEC financial statements, which would
enable the partnership to begin the process of relisting on NASDAQ.

• SGLP And SemGroup Sign Term Sheet. On March 12, 2009, a U.S. bankruptcy
judge approved the transfer (i.e. term sheet) of certain SemGroup asphalt assets (i.e.
SemMaterials business) to SGLP after the failed auction for the assets on February
26, 2009. As part of the agreement, the partnership would also transfer specific
Kansas crude oil storage assets to SemGroup, L.P, in exchange for 355,000 barrels
of crude oil tank bottoms and line fill.

• Asphalt Auction Fails--Assets Could Be Transferred To SGLP. SGLP emerged
as a likely candidate to assume control/ownership of certain asphalt assets, as
formal bidders were unable to secure financing. Notably, the company received six
formal bids for the assets (including one from Mr. Catsimatidis) from about 130
prospective buyers. The asphalt assets are scheduled to be transferred to SGLP on
March 31 unless SemGroup, L.P. can sell all or essentially all of SemMaterials’
U.S. asphalt assets, as a going-concern business, to a third party by March 30,
2009. If the assets are sold to a third party, SGLP and the third party must also have
an agreement for either the sale or use of SGLP’s asphalt storage and related assets.

• Catsimatidis Has Not Filed A Reorg Plan, But Is Still Expected To Do So. Mr.
Catsimatidis has not submitted his SemGroup, L.P. reorganization plan; however,
he is expected to deliver a plan soon. Mr. Catsimatidis announced his intention to
develop and file a reorganization plan for SemGroup, L.P. by January 2009. As
previously noted, Mr. Catsimatidis's reorganization of the parent company could
have positive or negative implications for SGLP, depending upon the plan's details.

Valuation Range: $4 to $8
Our valuation range is based on a liquidation and going-concern analysis, which
implies SGLP's unit value could be $4-8 per unit, according to our analysis. Risks to
our valuation range include a potential distribution cut or suspension, inability to recontract
with third-parties in a timely manner, and rising interest rates.

Investment Thesis:
We rate SGLP Market Perform as risk/reward seems balanced. While its GP sponsor
has filed for bankruptcy, SGLP could potentially survive as a going concern given
management's focus on re-contracting with third parties, and the strategic value of its
asset base, in our view.]]></description>
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<pubDate>Mon, 23 Mar 2009 23:19:04 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
</item><item>
<title><![CDATA[Re: End of SGLP is near??]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1204&amp;mid=1206&amp;tof=3&amp;off=1</link>
<description><![CDATA[What is the last done for SGLP in the pinks?]]></description>
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<pubDate>Mon, 23 Feb 2009 18:51:34 GMT</pubDate>
<author><![CDATA[]]></author>
</item><item>
<title><![CDATA[Re: End of SGLP is near??]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1204&amp;mid=1205&amp;tof=4&amp;off=1</link>
<description><![CDATA[and now delisting....

Why don't they just file the frigging financial reports???]]></description>
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<pubDate>Thu, 19 Feb 2009 01:34:18 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
</item><item>
<title><![CDATA[End of SGLP is near??]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1204&amp;mid=1204&amp;tof=5&amp;off=1</link>
<description><![CDATA[This makes it sound that they are screwed either way, whether the auction is successful or not. Maybe a slightly better outcome if the auction is successful. I would think there would be bidders for the asphalt assets as price of asphalt is projected to increase due to increase in demand due to the Obama stimulus plan and also asphalt supply is constrained (according to NuStar Energy).




Form 8-K for SEMGROUP ENERGY PARTNERS, L.P.

11-Feb-2009

Other Events

Item 8.01 Other Events.

As previously disclosed, SemGroup, L.P. (the "Private Company") and certain of its subsidiaries filed voluntary petitions (the "Bankruptcy Filings") for reorganization under Chapter 11 of the Bankruptcy Code in the United States Bankruptcy Court for the District of Delaware (the "Bankruptcy Court"), Case No. 08-11547-BLS, on July 22, 2008. None of SemGroup Energy Partners, L.P. (the "Partnership"), its general partner, the subsidiaries of the Partnership nor the subsidiaries of the general partner were party to the Bankruptcy Filings. However, the Partnership and its subsidiaries are party to various agreements with the Private Company and its subsidiaries, including subsidiaries that are debtors in the Bankruptcy Filings. Under a Terminalling and Storage Agreement (the "Terminalling Agreement"), the Partnership provides certain liquid asphalt cement terminalling and storage services to a subsidiary of Private Company that is a debtor in the Bankruptcy Filings.

On February 6, 2009, the Private Company filed a motion in the Bankruptcy Court requesting approval of the sale of the Private Company's asphalt related assets. The Private Company intends to solicit bids and hold an auction on February 23, 2008 for the sale of such assets. If the auction is successful, a hearing to approve the sale will be conducted on February 26, 2008. If the auction is not successful, the Private Company intends to immediately reject the Terminalling Agreement and begin liquidating its remaining asphalt inventory and wind down its asphalt business. If the contract is rejected, there is significant uncertainty as to the Partnership's revenues related to its asphalt assets and there is substantial risk that the Partnership's asphalt assets may be idle during 2009 and subsequent years. Without revenues from its asphalt assets, the Partnership may be unable to meet the covenants, including the minimum liquidity and minimum receipt requirements, under its forbearance agreement with its senior secured lenders pursuant to which such lenders have agreed to forbear from exercising their rights and remedies arising from the Partnership's events of default under its credit agreement. Even if the auction is successful, the Partnership may have to negotiate a new terminalling and storage contract with the buyer of the Private Company's asphalt assets and such agreement may not be on as favorable terms as the Terminalling Agreement.]]></description>
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<pubDate>Mon, 23 Feb 2009 18:51:33 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
</item><item>
<title><![CDATA[Time to Run with oil pop]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1203&amp;mid=1203&amp;tof=6&amp;off=1</link>
<description><![CDATA[long at 3.]]></description>
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<pubDate>Wed, 21 Jan 2009 20:12:50 GMT</pubDate>
<author><![CDATA[mcd5fl]]></author>
</item><item>
<title><![CDATA[Barclay's report]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1202&amp;mid=1202&amp;tof=7&amp;off=1</link>
<description><![CDATA[Barclays MLP Trader weekly has SGLP 2009 estimated Distributable Cash Flow per share of $1.79 and $1.94 for 2010. Where are they getting these numbers from, when the company hasn't even had an earnings report or 10Q since God knows when???]]></description>
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<pubDate>Tue, 20 Jan 2009 19:45:41 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
</item><item>
<title><![CDATA[Re: peaking at 5.00]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1199&amp;mid=1201&amp;tof=8&amp;off=1</link>
<description><![CDATA[Is this maybe a bit undervalued?]]></description>
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<pubDate>Wed, 07 Jan 2009 23:20:36 GMT</pubDate>
<author><![CDATA[gg_kss]]></author>
</item><item>
<title><![CDATA[Re: peaking at 5.00]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1199&amp;mid=1200&amp;tof=9&amp;off=1</link>
<description><![CDATA[How did you conclude that SGLP will "tank" tomorrow?]]></description>
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<pubDate>Wed, 07 Jan 2009 22:13:25 GMT</pubDate>
<author><![CDATA[robbsrun]]></author>
</item><item>
<title><![CDATA[peaking at 5.00]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1199&amp;mid=1199&amp;tof=10&amp;off=1</link>
<description><![CDATA[SGLP will most likely tank tomorrow.
I should have sold at 5.00 - got 4.87.]]></description>
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<pubDate>Wed, 07 Jan 2009 23:20:36 GMT</pubDate>
<author><![CDATA[aloma210]]></author>
</item><item>
<title><![CDATA[Re: De-Listing soon!!!]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1183&amp;mid=1198&amp;tof=11&amp;off=1</link>
<description><![CDATA[New buyer looks to reap the rewards of the previous stewards overaggression.   Check the news..this one is going to fly soon..everyone get on board now.
Food]]></description>
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<pubDate>Fri, 02 Jan 2009 14:55:19 GMT</pubDate>
<author><![CDATA[food4worms]]></author>
</item><item>
<title><![CDATA[Re: United Refining?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1187&amp;mid=1197&amp;tof=12&amp;off=1</link>
<description><![CDATA[A company that only only exist on paper buying a company with physical assets completely dependent on another company that exists solely on paper. 

I can't wait 'till I'm rich so I can figure out how this kind of stuff works!]]></description>
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<pubDate>Fri, 02 Jan 2009 01:03:21 GMT</pubDate>
<author><![CDATA[pickler_1999]]></author>
</item><item>
<title><![CDATA[Re: De-Listing soon!!!]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1183&amp;mid=1196&amp;tof=13&amp;off=1</link>
<description><![CDATA[Selling at this point would be a bad idea.]]></description>
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<pubDate>Fri, 02 Jan 2009 14:55:18 GMT</pubDate>
<author><![CDATA[pickler_1999]]></author>
</item><item>
<title><![CDATA[Re: tough close]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1030&amp;mid=1195&amp;tof=14&amp;off=1</link>
<description><![CDATA[Sure, I get this bullriot can really predict the future. It's for dunderheads that think that the future can be predicted. Geez.]]></description>
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<pubDate>Thu, 01 Jan 2009 00:56:54 GMT</pubDate>
<author><![CDATA[algorrob]]></author>
</item><item>
<title><![CDATA[Re: tough close]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1030&amp;mid=1194&amp;tof=15&amp;off=1</link>
<description><![CDATA[Good site. their TKMT pick was up 70% not too long ago. Thanks guys.]]></description>
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<pubDate>Mon, 29 Dec 2009 20:43:36 GMT</pubDate>
<author><![CDATA[jonesmatt53]]></author>
</item><item>
<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1192&amp;tof=16&amp;off=1</link>
<description><![CDATA[The oil sands pipeline is going to go on hold. It's not profitable to work the oil sands with oil at $40/bbl.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Fri, 26 Dec 2008 07:04:54 GMT</pubDate>
<author><![CDATA[dividendaristocrat]]></author>
</item><item>
<title><![CDATA[They were so close to reaping]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1190&amp;mid=1190&amp;tof=17&amp;off=1</link>
<description><![CDATA[a massive profit - $5B, instead of the $2.4B loss on their huge oil short. Three days after oil peaked, but was still threatening new all time highs, NYMEX called margin on SemGroup. Barclays made out like a bandit.

Timing is everything. So friggin close.

<a href="http://www.time.com/time/business/article/0,8599,1859380-1,00.html" rel="nofollow">http://www.time.com/time/business/article/0,8599,1859380-1,00.html</a>]]></description>
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<pubDate>Sun, 21 Dec 2008 10:36:53 GMT</pubDate>
<author><![CDATA[andthataintall]]></author>
</item><item>
<title><![CDATA[Reorgazination Effect on SGLP]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1189&amp;mid=1189&amp;tof=18&amp;off=1</link>
<description><![CDATA[Does anyone have an educated opinion on what effect a possible reorganization of the parent of SGLP might have on the assets and/or day-to-day operations of SGLP?]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Thu, 18 Dec 2008 05:06:16 GMT</pubDate>
<author><![CDATA[robbsrun]]></author>
</item><item>
<title><![CDATA[Re: De-Listing soon!!!]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1183&amp;mid=1188&amp;tof=19&amp;off=1</link>
<description><![CDATA[Sure, I guess that's why insiders bought   a net 342,000 shares recently-because they know nothing and want to lose money.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Wed, 17 Dec 2008 16:30:10 GMT</pubDate>
<author><![CDATA[guilderpond]]></author>
</item><item>
<title><![CDATA[United Refining?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1187&amp;mid=1187&amp;tof=20&amp;off=1</link>
<description><![CDATA[The Cat Man is talking about the parent.]]></description>
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<ymb:replies><![CDATA[1]]></ymb:replies>
<pubDate>Fri, 02 Jan 2009 01:03:21 GMT</pubDate>
<author><![CDATA[]]></author>
</item><item>
<title><![CDATA[Re: De-Listing soon!!!]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1183&amp;mid=1185&amp;tof=21&amp;off=1</link>
<description><![CDATA[You mean massive breakout. Don't quit your day job.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Tue, 16 Dec 2008 12:47:09 GMT</pubDate>
<author><![CDATA[guilderpond]]></author>
</item><item>
<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1182&amp;tof=22&amp;off=1</link>
<description><![CDATA[Have not heard anything firm on bids yet.   Have heard that they have not found the single buyer for all the of materials assets they were hoping for.   It sounds like there is no firm plan on how to divide the sale proceeds between the public and private entity, sounds like the private company is not willing to sell their materials holdings, which may be why many of the major players in the asphalt business are shying away from the sale.   There is some interest in individual facilities but SGLP does not seem willing to sell parcels yet.   With time running short on their forbearance agreements with their creditors I would think they may change their view on parceling out the assets soon.   It is really a bad time to sell asphalt assets current market conditions, coming off record asphalt prices, forward pricing looking to be drastically lower, a predicted 30% plus drop in demand, tight federal and state budgets all combine to make the value of asphalt storage very minimal at this time. I just don't see anyone wanting to purchase all of materials assets in one bundle right now, even at 30% to 40% of last years values.   If they parcel out, many of their patents and licensing agreements become next to worthless.   Parceled out I would estimate the asset value to be 40%-50% of current book value.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Sun, 30 Nov 2008 05:45:30 GMT</pubDate>
<author><![CDATA[guysisler]]></author>
</item><item>
<title><![CDATA[oil servies]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1181&amp;mid=1181&amp;tof=23&amp;off=1</link>
<description><![CDATA[buy mon stock will fly go lui freed]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Sat, 29 Nov 2008 20:24:29 GMT</pubDate>
<author><![CDATA[w.bennett18]]></author>
</item><item>
<title><![CDATA[Re: Dell to buyout the L.P.]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1176&amp;mid=1179&amp;tof=24&amp;off=1</link>
<description><![CDATA[yeah right dell buying into this.....hah]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Sat, 29 Nov 2008 00:24:57 GMT</pubDate>
<author><![CDATA[panlhead]]></author>
</item><item>
<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1178&amp;tof=25&amp;off=1</link>
<description><![CDATA[Materials is being shopped -- you have any idea what bids look like? and how are they going to split it between the parent and SGLP?]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Sun, 30 Nov 2008 05:45:30 GMT</pubDate>
<author><![CDATA[bo_neil]]></author>
</item><item>
<title><![CDATA[Re: Dell to buyout the L.P.]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1176&amp;mid=1177&amp;tof=26&amp;off=1</link>
<description><![CDATA[Nevermind.   I mis-read someone's post.]]></description>
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<ymb:replies><![CDATA[0]]></ymb:replies>
<pubDate>Wed, 26 Nov 2008 18:26:01 GMT</pubDate>
<author><![CDATA[sl_jenkins]]></author>
</item><item>
<title><![CDATA[Dell to buyout the L.P.]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1176&amp;mid=1176&amp;tof=27&amp;off=1</link>
<description><![CDATA[Can anyone confirm that Mr. Dell is working to buy out the entire Energy Transsfer Partners by Feb.1rst?]]></description>
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<ymb:replies><![CDATA[2]]></ymb:replies>
<pubDate>Fri, 28 Nov 2008 21:36:46 GMT</pubDate>
<author><![CDATA[sl_jenkins]]></author>
</item><item>
<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1175&amp;tof=28&amp;off=1</link>
<description><![CDATA[On the wire a little while ago...

*DJ SemGroup Energy Partners Delays 10-Q]]></description>
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<pubDate>Mon, 17 Nov 2008 21:09:06 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
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<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1174&amp;tof=29&amp;off=1</link>
<description><![CDATA[The only asset in that list that may have retained or slightly increased in value would be the Cushing Exchange property.   With a pipeline from the Canadian Oil Sands to the Gulf Coast in the planning stages, Cushing is the only asset that presents a good short term outlook.   However, this pipeline was based on increased coker capacity being installed at Gulf Coast and Mid-Continent refineries.   Many of these increases in coker capacity have been either put on hold or completely scrapped.   Without the additional coker capacity oil sand oil has very little value in these refineries.]]></description>
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<pubDate>Fri, 26 Dec 2008 07:04:53 GMT</pubDate>
<author><![CDATA[guysisler]]></author>
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<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1173&amp;tof=30&amp;off=1</link>
<description><![CDATA[Not in this market, all assets are in extremely volatile markets. With the current credit crunch, the uncertainties of the crude oil markets, the dwindling gas tax revenues hurting many States road construction budgets, and the intertwining of the public and private SEM ownership. I would estimate the current asset values to be 30% to 40% of last years value.]]></description>
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<pubDate>Fri, 14 Nov 2008 10:04:29 GMT</pubDate>
<author><![CDATA[guysisler]]></author>
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<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1171&amp;tof=31&amp;off=1</link>
<description><![CDATA[Lifted from SGLP's website. This gotta be worth more than 3 dollars per share??

Asset Portfolio 

      * - 15.0 million barrels of storage capacity
      * - 1,280 miles of pipeline
      * - 200+ crude oil transports
      * - 100+ producer field services trucks
      * - 26 acres of development property in the Cushing Interchange
      * - 46 liquid asphalt cement terminals and storage facilities]]></description>
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<pubDate>Fri, 14 Nov 2008 09:55:09 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
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<title><![CDATA[Re: conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1168&amp;tof=32&amp;off=1</link>
<description><![CDATA[I think they have until Nov. 10 or so to produce the 10-Q for 3Q 2008.   They haven't produced one yet for 2Q 2008.

There must be something they can't figure out or maybe they don't want to produce because of all the investigations into the parent,]]></description>
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<pubDate>Mon, 10 Nov 2008 07:23:43 GMT</pubDate>
<author><![CDATA[topwatermgmt]]></author>
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<title><![CDATA[conf call?]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1167&amp;mid=1167&amp;tof=33&amp;off=1</link>
<description><![CDATA[Are these guys gonna put out an earnings (or lack thereof) release and hold a conference call? I am sure exchange listing rules require a quarterly 10-K/Q/XYZ/whatever.]]></description>
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<pubDate>Fri, 26 Dec 2008 07:04:53 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
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<title><![CDATA[Re: Debt]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1161&amp;mid=1162&amp;tof=34&amp;off=1</link>
<description><![CDATA[That's the private company -- not SGLP]]></description>
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<pubDate>Tue, 21 Oct 2008 20:13:53 GMT</pubDate>
<author><![CDATA[bo_neil]]></author>
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<title><![CDATA[Debt]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1161&amp;mid=1161&amp;tof=35&amp;off=1</link>
<description><![CDATA[This company has $2B in debt over what the value of company is.   Get what you can now.   There will be nothing left for the shareholders at the bottom of the cash disbursement line.   This is a sad reality, but rest assured, shareholders will come out empty-handed.]]></description>
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<pubDate>Tue, 21 Oct 2008 20:13:53 GMT</pubDate>
<author><![CDATA[cqkduty]]></author>
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<title><![CDATA[Re: SemGroup predicts perilous path]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1018&amp;mid=1159&amp;tof=36&amp;off=1</link>
<description><![CDATA[I think you are right on the asphalt side -- not so sure on the oil side. Some sort of recombination needs to happen if the asphalt biz is to be sold. But not sure if they will actually sell it as it seems to be doing alright. And even if it is, SGLP doesn't need to go into BK to make it happen.]]></description>
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<pubDate>Wed, 15 Oct 2008 19:17:22 GMT</pubDate>
<author><![CDATA[bo_neil]]></author>
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<title><![CDATA[Re: SemGroup predicts perilous path]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1018&amp;mid=1158&amp;tof=37&amp;off=1</link>
<description><![CDATA[SGLP structure with the parent limited partnership makes SGLP's assets darn near worthless. Assets within the same fence line are not totally owned by either the public or the private company. Process equipment, small finished product tanks, patents, load out facilities, and employees are part of the private company.   Large storage tanks are part of the public company. Together they have value, but separately neither has value, what good are the large storage tanks without the processes and assets needed to transport or process the product for sale, and conversely what is the value of the process and loadout facilities with out the large raw material storage tanks.   Unwinding the intertwined assets of both the public and private company is the only way any of the assets will have any value in the market.   And this will not happen until the public portion of the company goes bankrupt also.   Look for this to happen when their forbearance agreement with their creditors   expires in mid December.   The chances of SGLP being able to generate the cash needed to survive before the end of their forbearance agreement are slim to none.   Look for $0 stock value before the end of the year followed by the sale of all assets back to the parent, funded by the hedge fund operators, followed by a quick repackage of assets and a quick sale well below book.]]></description>
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<pubDate>Wed, 15 Oct 2008 19:17:22 GMT</pubDate>
<author><![CDATA[guysisler]]></author>
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<title><![CDATA[Re: SemGroup predicts perilous path]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1018&amp;mid=1157&amp;tof=38&amp;off=1</link>
<description><![CDATA[Man, I wish more of you would have thought this through, rather than beat up the messager...I've closed my Short position and would suggest you either close your Long or be prepared for the final fall.

Even though I Shorted the stock, I never bashed the company - I was only trying to do what investors do - and that was to make money.

Lord knows, anyone who is thinking of buying in here at these levels, save your money...The risk reward is gone.

If Dell's folks pump it back up - I'll be there again to Short the hell out of this stock.

I hope everyone who reads this board was long gone before now...

Regards,]]></description>
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<pubDate>Sat, 11 Oct 2008 22:27:16 GMT</pubDate>
<author><![CDATA[mrzippy2k2000]]></author>
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<title><![CDATA[Re: I wonder why Michael Dell's fund is buying SGLP shares at $5.20]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1150&amp;mid=1156&amp;tof=39&amp;off=1</link>
<description><![CDATA[I thought they mentioned in the conf call last month that they have replaced 80-90% of their old SemGroup contracts with new third party contracts. The earnings report should give a good indication whether they can survive or it's time to call the auctioneer...]]></description>
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<pubDate>Sat, 11 Oct 2008 22:05:46 GMT</pubDate>
<author><![CDATA[mrbbdude]]></author>
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<title><![CDATA[Re: I wonder why Michael Dell's fund is buying SGLP shares at $5.20]]></title>
<link>http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_S/threadview?m=tm&amp;bn=51586&amp;tid=1150&amp;mid=1155&amp;tof=40&amp;off=1</link>
<description><![CDATA[I doubt it until they have stable 3rd part revenue at the oil assets and some sort of resolution on the asphalt assets (which seem to be doing quite well). If/when they start up some sort of distribution the unit price won't stay at 3 very long.

Market seems to be pricing in a bankruptcy and the assets not being able to cover the debt outstanding. I personally don't believe that is possible, but we shall see.]]></description>
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<pubDate>Sat, 11 Oct 2008 22:05:46 GMT</pubDate>
<author><![CDATA[bo_neil]]></author>
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