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Crosstex Energy, AŞ Message Board

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  • rrb1981 rrb1981 Mar 23, 2006 9:48 PM Flag

    Sheep

    euro_trash

    Thanks for setting up the MLP/GP analysts report board. I just finished treading through the XTEX and XTXI reports. All of them were good, even Raymond James. The RJ report was probably too dire, the GS probably overly optimistic but I think its a good balance to read them.

    One thing I thought I might bring up for discussion, because we see so little of it mentioned on the boards, is, the treating assets. I never realized how much of a contributor they could become. I knew they plants were small, some on skids, but I didn't realize the payback multiple was around 3 years. While the plants might be cheap, the scale of having nearly 200 plants by year end is impressive. I like the idea of a 3x or 4x payback multiple.