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Atlas Energy Group, LLC Message Board

  • bosox_pats bosox_pats Aug 14, 2012 8:25 PM Flag

    Cohen @ Enercom

    Our CEO is an amazing promoter of the ATLS story. My thinking on ATLS has changed since the spin-off of ARP. I thought this was a APL story for ATLS in 2012/13 and ARP was interesting but not the main driver. I now think ARP is the main driver and APL is the 2013/14 story. Perhaps APL represents the bond portion of ATLS and ARP represents the equity component. The change has been the drop in Nat Gas prices. Interestingly and somewhat perversely, ARP creates value by purchasing more property per dollar invested and creates an interesting arbitrage or spread business. It comes down to buying as much as you can as soon as you can. The syndication business just becomes the entity that draws down the inventory of property purchased. Great business model. The more I read about the Mississippian Lime play the more I like. This could become a North Dakota like opportunity and we are well positioned. I'm long and strong ATLS and looking for a $80 unit price over next couple years. Just bought more in $30 -31 range, most of my position purchased at $16-18.

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