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Pablomike

Pablomike
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  • Linn Energy: On The Way To New 52-Week Lows? [View article]
    Once again showing how foolish you are. "There are no issues regarding debt". Really!!! How about the interest they pay on that debt?? That is a BIG issue. You think all you have to do is quote the same thing you've quoted 100 times about hedging and all will be OK.
    Jun 28, 2015. 07:56 AM | Likes Like |Link to Comment
  • Linn Energy: On The Way To New 52-Week Lows? [View article]
    Thanks RO. I like hearing "life stories". Gives me perspective on where your opinion comes from.
    Jun 26, 2015. 01:03 PM | Likes Like |Link to Comment
  • Williams Partners Is Worth Buying Despite Energy Transfer Equity's Plans [View article]
    ETE is proposing an all stock deal. With WMB they already get 66% of WPZ. They would only need 20% more shares to buy the rest of WPZ so it's affordable as their is no cash component.
    Jun 26, 2015. 11:32 AM | 2 Likes Like |Link to Comment
  • Energy Transfer Equity May Need To Offer More For Williams [View article]
    The numbers may change but the rate won't. If the yield is say 3% before the split it will be 3% after the split. Doesn't matter when you buy it.
    Jun 25, 2015. 04:38 PM | Likes Like |Link to Comment
  • How Can Williams Turn Down A $64 Offer? [View article]
    Please explain how "jumping to a c corp. should naturally reduce the cash for a dividend payout"??? I imagine it much like the LINE/LNCO where ETE (C) owns nothing but ETE and gets the same dividend as ETE.
    Jun 25, 2015. 04:17 PM | Likes Like |Link to Comment
  • Energy Transfer Equity May Need To Offer More For Williams [View article]
    Patience, patience, patience. Just because it isn't public yet doesn't mean the investment bankers aren't getting bids.
    Jun 25, 2015. 04:03 PM | 2 Likes Like |Link to Comment
  • Energy Transfer Equity May Need To Offer More For Williams [View article]
    As an owner of the ETE/ETP shares the $410M breakup fee just comes out of one pocket and goes into the other. It will look good on the balance sheet of WPZ but from my perspective it is neutral.
    Jun 25, 2015. 04:01 PM | 1 Like Like |Link to Comment
  • Energy Transfer Equity May Need To Offer More For Williams [View article]
    Thank You Harry for pointing out the MLP distinction. Yirmin did not distinguish him/herself with his/her first ever comment on SA
    Jun 25, 2015. 03:51 PM | Likes Like |Link to Comment
  • Energy Transfer Equity May Need To Offer More For Williams [View article]
    Mr. Market determines the value of the shares. Mr. Market says ETE is worth a P/E of 49 and WMB is worth a P/E of 20. How is it for you to determine that it is overvalued??
    Jun 25, 2015. 03:49 PM | Likes Like |Link to Comment
  • Williams: Why Reject A 32% Premium Bid? [View article]
    I find it curious that no one has mentioned WMBs recent performance. $64 is only an 18% premium to what the stock was selling for just weeks ago and less than 8% premium to it's high in Sept.
    Jun 25, 2015. 03:35 PM | Likes Like |Link to Comment
  • Williams Has More Room To Run [View article]
    Once they went public it became necessary to hire advisors. I just think they would prefer someone else to come in and sweep them off their feet with a better offer. No I don't think they make B$ decisions based on hurt feelings.
    Jun 25, 2015. 01:17 PM | 1 Like Like |Link to Comment
  • Are Western Companies' Assets Vulnerable In Russia? BP Is The Most Exposed Among Oil Majors [View article]
    Great read Richard. Occasionally I've wondered about how Russia's future might play out and now I actually know something about it. Can you imagine a For Sale sign on the Russian Embassy??
    Jun 25, 2015. 01:12 PM | Likes Like |Link to Comment
  • Williams Has More Room To Run [View article]
    ETE had tried to engage WMB in talks for six months. WMB doesn't have a poison pill for defensive purposes so I believe the decision to roll up WPZ was to defend against ETE takeover. WMB went public and forced ETE out to the media and I think there may be bad blood lingering from when ETE outbid WMB for Southern Union.
    Jun 25, 2015. 12:56 PM | 4 Likes Like |Link to Comment
  • BreitBurn Energy Partners: Has Stability Finally Come? [View article]
    Thanks I see that now. I went back and reread/calculated. I had hopes as he was talking Q2 DCF. As my sainted Mother used to say "If it appears too good to be true...it is."
    Jun 25, 2015. 12:41 PM | Likes Like |Link to Comment
  • Williams Has More Room To Run [View article]
    The fact that ETE has been chasing WMB for more than six months seems to indicate that they don't want any part of this deal.
    Jun 25, 2015. 11:21 AM | 1 Like Like |Link to Comment
COMMENTS STATS
2,609 Comments
2,543 Likes