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EV Energy Partners LP Message Board

  • rp5528 rp5528 Jun 14, 2012 8:12 AM Flag

    Credit Suisse Rates EVEP Neutral, PT $56

    Credit Suisse initiates coverage on EV Energy Partners (NASDAQ: EVEP) with a Neutral. PT $56.00.

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    • The long term is 744 million but there was also short term debt and accounts receivable ect.that also needs to be paid

    • Lease Sale Not in Stock Price

      What I was trying to say was that the 189.2 cash flow applies only to the basic company.

      The Lease Sale Program has not happened so no contribution from it can not be assumed.


      Cash Flow of 189. 2Million / 42 million shares = $4.50

      Trading price of the MLP is $50.00 / $4.50 = 11


      To say "the market says that the Lease Sale is in the price of the stock" is to say the market is sensing
      the Lease Sale is not going to materialize.

    • Chauncey Gardner?
      That you?

    • "Factual - For simplicity I rounded the number to 1 Billion."
      Wow you must be a politician or something, 733 mil or a billion, 266 million must not mean very much to you, million here million there sooner or later were talking about Real money !!
      ps; a quater of a billion is REAL money !!!!!!

    • You have no clue what you are talking about. Management has consistently and publicly said since last year that the sales process would not begin before early summer 2012 and that the goal was to close a transaction by year-end 2012.
      You get the "bozo of the day" award

    • TRADES LIKE A STOCK ACTS LIKE A BOND

      EVEP is an MLP and it trades with the other MLP"S

      The MlP'S are off 25-30 % since March

      When risk was added to the market EVEP interest for its dividend rose from 4% to over 6%

      This causes the valuation for the stock to drop just like the price of a bond

      When we return to a 4% interest for the dividend the stock will go back up in price.

    • Im not big on your analogy but I follow your point. However, me myself, i like to give the market a lot of credit for pricing things fair (we can't all be above average, can we?) and work it backwards....today's price, IMHO, does not look out of line but it all depends on the discount factor you put on future cash flows really....u can get very different answers

    • the price of oil might have something to do with it??- Dec '15 WTI contract went from 100+ in March to 83 today....i assume you know that already though.....

      We should soon find out what Utica is "worth" with a CHK sale....

    • artist_formerly_known_as_pooch artist_formerly_known_as_pooch Jun 18, 2012 9:57 AM Flag

      I think the market mis judged the timeline. I think there were many expecting an imminent sale and got a kick in the gut when they found out that the process would start and the data room would open 4 months into the future.

      momentum players riding to the upside became momentum layers riding to the downside. that too being a safe trade in a market full of fear.

      The $70 was appropriate if we were in the middle of the sales process and shopping wells with robust data attached. Also, I only learned about the post frac shut in process after the Ohio DNR report. Many, Many, many were expecting reports on producing wells and it was a shock to find out they were being "rested" for 6 months.

    • So, was the market right when it was at $75 in March? What has chnaged since then causing the unit price to drop 33%?

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EVEP
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