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Atlas Energy Group, LLC Message Board

  • conob1 conob1 May 31, 2013 6:06 PM Flag

    Fracking legislation

    Does anyone think that the price drop has anything to do with the fracking legislation that passing in Illinois house and all the anti fracking groups?

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    • I don't stock went from $38 to $52 without looking back, a sell off at some point was in the cards. I have been buying ARP which looks quite cheap in comparison.

      • 1 Reply to chegerar
      • I just bought my first ARP in my account. Value is compelling. ATLS is taking a different tack with participation in secondaries for both ARP and APL. I think they should have done this a while ago (my opinion) and they may have been driven to it by financing needs and not a grand sceme.
        ATLS also has it's own reserves and production with the latest deal.
        It would seem that both of these are positives over the long term but over the shorter term it would seem that ATLS is moving further away from a straight GP play.
        Great business still but at some the GP portion of the company valued at a lower yield than the equity ownership and E&P portion at a yet higher yield should cause investors to require a higher yield than I was thinking.
        jim

 
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