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AmeriGas Partners LP Message Board

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  • penn19_2000 penn19_2000 Jul 23, 2008 8:33 PM Flag

    Consolidate Supply- Divest Trucking

    PTI actually uses more contract carriers in some areas, than their own trucks. They make good use of hiring other companies to deliver fuel to locations. However, having a mixture of company owned and contract carriers give flexibility to the operation. However, I think they need to purchase more strategic assests, not less, and manage them more intensively as a profit center, not just a supply depot. Get in the game AG and make some money by moving upstream as well as staying in the retail business. Margins are tight and you need to be creative in finding more income for the shareholder without getting out of your core business. You have the knowledge to do it, so use some of that 200+ million generated for UGI each year and re-invest in strategic energy assets.

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    • Midstream assets, my guess, are mighty expensive right now.
      I can see upstream being a good verticle long term move but it may be better to take a position in a larger upstream concern than buying outright. Is the goal to source propane cheaper to gain market share? I suppose the contribution margin related to cheap propane vs the ROI in a new entity is the question. UGI certainly has the ability to assist on this matter.

 
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