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Akaralph  

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  • Hess' MLP Will Unleash Even More Shareholder Value [View article]
    Michael -

    Current administration and oil shale:

    http://fxn.ws/1pAUY9C

    http://fxn.ws/1pAUY9E

    I understand the Sage Grouse is very good eating.
    Aug 5, 2014. 12:57 PM | 2 Likes Like |Link to Comment
  • Hess' MLP Will Unleash Even More Shareholder Value [View article]
    Michael -

    I don't think they will either, but with the current group of clowns who knows?
    Aug 5, 2014. 10:13 AM | 3 Likes Like |Link to Comment
  • Hess' MLP Will Unleash Even More Shareholder Value [View article]
    The latter.
    Aug 5, 2014. 09:31 AM | 4 Likes Like |Link to Comment
  • Hess' MLP Will Unleash Even More Shareholder Value [View article]
    Michael -

    I have owned MLP's for about ten years now.

    Was wondering if you are getting as concerned as I am with the growing number of MLP IPO's over the past three or so years?
    Aug 5, 2014. 08:31 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources: Hunt Oil Asset Acquisition Will Boost Monthly Distributions [View article]
    Pretty "much", not might.
    Aug 4, 2014. 05:27 PM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources: Hunt Oil Asset Acquisition Will Boost Monthly Distributions [View article]
    Looks like coverage of only 0.90X this quarter. Pretty might a mirror of last quarter at first glance.
    Aug 4, 2014. 05:11 PM | 2 Likes Like |Link to Comment
  • Vanguard Natural Resources: Hunt Oil Asset Acquisition Will Boost Monthly Distributions [View article]
    alschroed -

    She is extremely aggressive with her projections. Writes off increased distributions to "additional transactions" - easy to say.

    Over the past two quarters, VNR's DCF has actually declined from $53M to $42M and $41M. It has been a few quarters since VNR has covered the distribution. MRQ's coverage ratio was only 0.80X.

    Will be interesting to see how things went for them last quarter when they release earnings after the market close today. I will settle for VNR getting back to a coverage ratio >1.0X.

    I too have been long VNR for several years so I have no reason to bash the company.
    Aug 4, 2014. 12:58 PM | 3 Likes Like |Link to Comment
  • Vanguard Natural Resources: Hunt Oil Asset Acquisition Will Boost Monthly Distributions [View article]
    "there's a very good chance we could see an annualized distribution range of $2.85/unit-to-$3.00/unit by the end of 2014, and an annualized distribution range of $2.90/unit-to-$3.30/unit by the end of 2015."

    Please provide concrete numbers to back up these "predictions".
    Aug 4, 2014. 11:59 AM | 2 Likes Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    HEP's 2ndQ conference call will be on August 5. 1stQ DCF was $41.8 million, of which $37.3 was distributed. Coverage was 1.12X.
    Aug 3, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    Many conference calls will take place this week so you might wait to see how DCF and coverage ratios look. Would certainly stick with the midstream MLPs.
    Aug 3, 2014. 08:34 AM | 1 Like Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    Michael -

    Wasn't being critical, just curious.

    Gosh, and I thought you would have millions just from SA revenues.
    Aug 2, 2014. 04:55 PM | 2 Likes Like |Link to Comment
  • Holly Energy Partners: A Dividend Growth Powerhouse With A 6% Yield [View article]
    Looking to add HEP on a further dip (correction). Am curious since you extol its virtues, why do you not own it?
    Aug 2, 2014. 01:56 PM | 1 Like Like |Link to Comment
  • Mart Resources: It's The Right Time To Buy This African Oil Play [View article]
    Between terrorism, an unstable political situation and the spread of ebola in Africa, there are probably hundreds of better energy opportunities out there.

    My guess is you don't sleep very well at night with this one.
    Aug 2, 2014. 09:00 AM | 3 Likes Like |Link to Comment
  • Genesis Energy, L.P.: A Look Ahead To The Company's Q2 Earnings [View article]
    ETP, OKS, PAA, HEP, EXLP, MWE - all look good; will look better after correction.
    Aug 1, 2014. 12:01 PM | Likes Like |Link to Comment
  • American Realty Capital Properties: 8% Yield Play Gains Traction [View article]
    blondie -

    Appreciate the compliment.
    Jul 31, 2014. 01:44 PM | Likes Like |Link to Comment
COMMENTS STATS
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