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crl1603

crl1603
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  • Putting An Estimated Yield On The Distribution Restart Of Eagle Rock Energy Partners [View article]
    i suspect that it will be well south of a dime, management has indicated it wants to have a coverage ratio of approx 1.2.
    Aug 20 11:55 AM | Likes Like |Link to Comment
  • Putting An Estimated Yield On The Distribution Restart Of Eagle Rock Energy Partners [View article]
    the only positive that i can see is they now have less debt than other upstream MLP's. however how many upstream MLP's do you know that are showing large CAGR's not many, unlike the midstream MLP's they appear to be priced on the level of their current yield and it's perceived safety. so i don't think 5 to 6% will support the stock based on their competition's higher distribution levels.
    i understand their reluctance to start off with a competitive distribution based on their past history, so in order to attract new stock buyers they are going to have to sell future investors that there will be decent distribution growth , perhaps a hard job based on their past. the timeline is also working against them, tax loss selling is fast approaching . in order to find accretive deals it helps to have a strong currency, which at their present stock price may be a challenge.
    Aug 19 07:23 PM | Likes Like |Link to Comment
  • Putting An Estimated Yield On The Distribution Restart Of Eagle Rock Energy Partners [View article]
    my understanding is that EROC intends to be an upstream gas producer ,and in order to not constantly compete with other upstream producers, who have deeper pockets, for accretive acquisitions, concentrate on areas that are somewhat off he beaten track. considering their size that seems to make sense but if tim is right on the 5 to 6 % approx distribution i doubt that they will attract many buyers considering that ARP or LINE are throwing off much higher yields.
    it's likely to be a show me story based on their recent history till they can produce a track record of good growth to go along with what may be a disapointing initial distribution.
    Aug 19 11:53 AM | Likes Like |Link to Comment
  • The Only Metric That Really Matters For Long-Term Bank Of America Shareholders [View article]
    how can you determine what b/v is and you should always use tangible b/v, until they cease to face law suits, which is probably a long way down the road.
    Aug 17 01:20 PM | 2 Likes Like |Link to Comment
  • Atlas Energy: An Unloved Value Play [View article]
    any thoughts on why the stock is down 20% in the last few days.
    Aug 10 08:39 AM | 1 Like Like |Link to Comment
  • Alpha Natural Resources: The Ship Is Not Sinking [View article]
    i can't find a scenario where anr or aci can overcome the problem that they are higher cost producers than most. so only huge price increases which may not be likely helps. makes it hard to export your way out of trouble when most of your over seas competition are lower cost producers.
    Aug 8 12:04 PM | Likes Like |Link to Comment
  • Ampio's Ampion - Strong Positives With Clear Risks [View article]
    surely the news today that the trials achieved positive results is a big deal?
    Aug 5 07:20 PM | Likes Like |Link to Comment
  • If Bank Of America Can Settle With The Obama Administration, It Could Become A Deep Value Play [View article]
    i don't understand why anyone feels the litigation will end any time soon, different parts of the government or municipalities will probably be suing for a long time. it's human nature, because of problems related to countrywide and to some extent ML they are an endless target.
    Aug 4 01:56 PM | 1 Like Like |Link to Comment
  • Deutsche Bank AG: Better Times Ahead? [View article]
    besides being cheaper, what are the possible catalysts for a higher stock price?
    Aug 4 12:15 PM | 1 Like Like |Link to Comment
  • Eagle Rock Energy: 4 Reasons Why This 12.4%-Yielding Stock Is A 'Strong Buy' [View article]
    only problem i see is that the old cfo indicated he thought the distribution would be returned at the old level, management was iffy on that yesterday. i think it will be very hard for a tiny upstream player to buy accretive assets when they are competing against much bigger bank roles for the good assets.
    Aug 1 12:35 PM | Likes Like |Link to Comment
  • Midcoast Energy Partners (MEP) Q2 2014 Results - Earnings Call Transcript [View article]
    anyone have any thoughts on how mep is doing?
    Aug 1 09:02 AM | Likes Like |Link to Comment
  • Eagle Rock Energy: 4 Reasons Why This 12.4%-Yielding Stock Is A 'Strong Buy' [View article]
    any new thoughts on eroc.
    Jul 31 02:17 PM | Likes Like |Link to Comment
  • Ampio's Ampion - Strong Positives With Clear Risks [View article]
    any thoughts as to what has triggered ampe's recent decline.
    Jul 24 01:41 PM | Likes Like |Link to Comment
  • I Am Bullish On King Coal [View article]
    it's not that coal is doomed it's that most american coal companies like alpha and arch are rather high cost producers, so you need a large increase in the price of coal for them merely to be cash flow neutral.
    Jul 23 08:20 AM | 2 Likes Like |Link to Comment
  • I Am Bullish On King Coal [View article]
    surely the big negative for american coal companies is that versus a lot of the world they are high cost producers, and there is a lot more coal around.
    Jul 9 07:20 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
146 Comments
103 Likes