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  • Australian LNG exporter offers six-month supply ahead of project start [View news story]
    Oversupply of LNG already pushing prices lower. Only going to get worse for Sellers, better and better for Buyers.
    Apr 12, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    Both Charlie.

    Kinder has built a huge empire building out and acquiring. This wonderful profit story has worked enormously well in the US and Canada. Investing eyes are opening now that Shell has broken the ice attempting to duplicate the Kinder machine, but across the globe. Exxon has the Tillerson effect, so Bigger will be Better, likely the best once he enacts the Exxon Midstream component. What better way to start up with the acquisition of operational know how from the many Domestic Midstreamers. The Tillerson legacy bought the best operational know how with XTO. Repeat? No better time than now while the assets are cheap!
    Apr 12, 2015. 09:44 AM | Likes Like |Link to Comment
  • Barron's on GE: Sell the news [View news story]
    How does Jack Welch feel?
    Apr 12, 2015. 04:42 AM | Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    Charlie,

    Shell has SHLX
    Exxon has ?

    Are the Midstream MLPs going global with asset drop downs?
    Apr 12, 2015. 04:33 AM | Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    Buy the North American Midstream:
    Williams, DPM & EPD for US assets
    TLP & EEQ for Canadian assets

    This gives Rex has a great diversified drop down vehicle to use world wide.

    Integrated Major should include the Midstream.
    Apr 11, 2015. 01:25 PM | Likes Like |Link to Comment
  • Williams Companies: Playing The Gas Infrastructure Super-Cycle [View article]
    Added to WPZ twice this week. Other buys were in EEQ and DPM.
    Apr 11, 2015. 02:56 AM | Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    XOM will buy whatever makes sense when they want to and whenever they want to. No better time than now to BUY!

    Shell has a Midstream MLP and so should Tillerson!
    Apr 10, 2015. 08:20 PM | 5 Likes Like |Link to Comment
  • Williams Partners: A Wise Purchase [View article]
    Adding to WPZ again, this morning.

    I am speculating on long term increasing tarriff throughputs from the Marcellus/Utica Plays. Is domestic rig count finding a bottom? The source of throughputs is the drill bit folks, for the most part. The Midstream economic sustenance is based on the drill bit!

    Williams is The Major Player on the East Coast, so Marcellus/Utica BTUs will, in large part, be passing through something Williams.

    Talking out loud here; Why doesn't it make investment sense for Shell's Midstream entity to acquire Williams? Seems to be a great domestic investment to complement their global BG bid? Even Kinder could benefit in such a thought, right? Are the future Midstream Drop Down's going GLOBAL?
    Apr 10, 2015. 10:47 AM | Likes Like |Link to Comment
  • Analysts see Shell-BG deal as starting new round of energy sector mergers [View news story]
    Reserve Opportunity Costs are just too elevated in North America, North of Mexico. The minuses may equal the pluses?

    The Domestic Midstream assets may provide the most pluses?

    The next 20 years may see the most opportunity in the Electric Grid, Highway Infrastructure and Healthcare. Crude Oil Based opportunities may have seen their hayday, like the Malls?
    Apr 9, 2015. 03:43 AM | 2 Likes Like |Link to Comment
  • Chasing - And Surviving - Today's Income Storm [View article]
    Adam,

    THQ & HQH hold GILD. Is the CEF route a worthy proxy?
    Apr 8, 2015. 09:17 PM | Likes Like |Link to Comment
  • Monday Mailbag: Regulations And Rigamaroo [View article]
    I must assume new regulations will be established as the pressure to rake ever increasing tax revenues is a goal of government, no matter the political party. I remain interested in the tax avoidance offered by the MLP space.
    Apr 8, 2015. 07:32 PM | Likes Like |Link to Comment
  • Williams Partners: A Wise Purchase [View article]
    Surfy,

    What if you initiated post merger?
    Apr 8, 2015. 04:13 PM | Likes Like |Link to Comment
  • Schlumberger CEO: 'Oil Price Decline Not Due To Overcapacity' [View article]
    Casey,

    The Whitehouse does.
    Apr 8, 2015. 04:12 PM | 1 Like Like |Link to Comment
  • FT: Exxon has motive, firepower to jump Shell's bid for BG [View news story]
    BG operates in so many Fields where Shell operates. The most bolt-on sense stays with Shell.

    Will Shell's midstream MLP be the first to hold drop down assets around the globe?

    Watch out Mr. Kinder?
    Apr 8, 2015. 10:30 AM | Likes Like |Link to Comment
  • Gilead submits NDA for HIV-1 combo med [View news story]
    Catcha....,

    It is moving THQ!
    Apr 8, 2015. 10:27 AM | Likes Like |Link to Comment
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