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MarkWest Energy Partners, L.P. Message Board

  • steveh8000 steveh8000 May 13, 2013 4:11 PM Flag


    Several have MWE in their top 10 and have been adding of late....especially the Kayne Anderson Fund group with 4 MLP funds, and others. Dr. Kent Moors has stated consolidation, joint partnerships, friendly takeovers, all in an effort to grow assets, but especially to create alliances to capture from the wellhead through midstream, storage and onto the refinery, and refinery to end users......each segment feeding the supply chain. More consolidation will continue to gather these assets in the same hands. I have witnessed this for the last 5 years when I began investing in MLP oil and gas. It's the best use of total capital in my view.

    Still deciding on CMLP and NRGY/NRGM deal and which to pick. They seem to be heading toward another entity being formed with another name perhaps. The funds seem to have picked NRGY or NRGM as recent buys this year.....perhaps they sniffed out this deal weeks before the announcement.

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    • Ownership in the fubnds is high for MWE because of two reasons - #1 is lots of secondaries. The funds have needed access to quantity in numbers. #2 is MWE has long term growth and some visibility after yuo get to 2016 and beyond. Funds are patientr buyers.