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Midstates Petroleum Company, Inc. Message Board

  • harehau harehau Aug 24, 2013 10:58 AM Flag

    mpo value

    I'll bet MPO behaves similar to Williams, a piece from Barrons today. The co has been restating the targets for a while now and all of sudden it's like the market hasn't heard the story before. The '15 stock price at the stated div target and a 4% yield will be $53.

    MPO is a $10+ value selling for

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    • Didn't print all of the message. Another example of the market not believing what the co says, ARP. Already admits that upper end of dist guidance is probably realistic, $2.80, 13% yield at today's price. And they have plenty of balance sheet to do 5 more acquistions, that could add another 70 cents, could do it with no equity but probably won't. $3.50/$21, 17% yield. The market is concerned about more equity dilution but they could do the 70 cents more with 50% equity. A reasonable yield for a e and p MLP with some growth which they have with their drilling partnerships, is 8 to 10%, $3.50 at that range, $35 to $44 per unit. And they are giving the market conservative guidance. Markets are not always efficient, most of the time they are, but not always. Interesting how investors seem to want to focus on stock price first while value takes a back seat, and they can't seem to look out a year or so.

 
MPO
5.90-0.48(-7.52%)12:31 PMEDT

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