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Atlas Energy Group, LLC Message Board

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  • bosox_pats bosox_pats Aug 1, 2012 5:45 AM Flag

    Interview Morgan Stanley MLP analyst

    We should get some good color on the prospects for both APL and ARP and the flow through to ATLS. APL's organic projects are pretty far along and on line and gaining utilization, ARP's recent acquisitions should provide a nice syndication pipeline plus they have already increased distribution guidance for 2H 2012. Maybe the Marcellus wells even got connected and are now producing.

    Morgan Stanley is obviously bullish on ATLS with an exit distribution run rate close to $2.00 at end of 2013. I imagine given the returns on the ATLS family, the potential for more deal flow and the focus MLPs and dividend/distribution stocks have received, we will probably see more Wall Street coverage going into the fall. I think the same MS analyst put a 12-month $42 target on APL based on the units trading to a 5.5% yield and a DCF analysis.

    Enjoy the ride!

1.42-0.03(-2.07%)2:22 PMEST