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Crosstex Energy, AŞ Message Board

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  • rrb1981 rrb1981 Mar 13, 2006 10:51 PM Flag

    Conference Call

    You should be able to access the call (I had no problems accessing it over several computers, one of which had dial-up!!!) unless it is a computer specific problem (Windows Media Player), or connection speed etc. If you can listen, I highly recommend listening.

    As to the guidance date, if they mentioned it, I missed it. I specifically remember them stating it would be "in several weeks". I take that to mean 3 or 4 weeks.

    The project depth and quality that XTEX has right now is unbelievable. What is more important that these large projects (Barnett Shale gathering system, North LIG and South LIG) is the multitude of very very small optimization projects that will take place in Louisiana over the next 3-5 years. No doubt many of these will be very small, but due to the existing assets, many of these projects will carry multiples that are 4x or less. I am giving examples of projects that require say 200K, and produce cash flow increases of say 70K a year. Again, not large, but the payback multiple is huge. These small bunts and singles type hits will make the El Paso deal look like another LIG in a few years especially when you string dozens of them together over a few years time.