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Atlas Energy Group, LLC Message Board

artist_formerly_known_as_pooch 8 posts  |  Last Activity: Jul 5, 2016 7:26 AM Member since: Jul 14, 2000
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  • Reply to

    activists

    by harehau Jul 2, 2016 1:09 PM
    artist_formerly_known_as_pooch artist_formerly_known_as_pooch Jul 5, 2016 7:26 AM Flag

    EPD could never buy WMB because of regulatory issues. They would have to divest a ton of assets to get it past regulators. To buy WMB, EPD would have to sell off large parts of it.
    That's why EPD was never part of the original auction process.

  • Reply to

    activists

    by harehau Jul 2, 2016 1:09 PM
    artist_formerly_known_as_pooch artist_formerly_known_as_pooch Jul 3, 2016 8:23 PM Flag

    I'm sure WMB will recover, but it will take some time to unwind those that were playing the merger for those that are investing in the company. I don't think many foresaw this messy sudden ending.

  • Reply to

    activists

    by harehau Jul 2, 2016 1:09 PM
    artist_formerly_known_as_pooch artist_formerly_known_as_pooch Jul 3, 2016 7:18 AM Flag

    Kelcy supposedly Bid $170 for TRGP before taking a run at WMB. Obviously everything has declined since then, but it was on his radar. TRGP covers their dividend and isn't heavily hedged ie Oil &NGL price increases go right to the bottom line. Export a lot of propane to Latin America

  • artist_formerly_known_as_pooch by artist_formerly_known_as_pooch Jun 10, 2016 10:29 AM Flag

    pretty big jump. should give some good upside when oil resumes upward.
    May 13 9.6 million shares short
    May 31 10.1 million shares short

    6.5% of the float, 5 days to cover at 2.2 mm shrs ADV

  • artist_formerly_known_as_pooch by artist_formerly_known_as_pooch Jun 10, 2016 9:56 AM Flag

    Wells Fargo had a good report on NGL's. Big beneficiaries are TRGP, OKS, EPD, and DPM. TRGP being the most exposed, the biggest beneficiary relative to it's size. EPD moves much more in volume but is a vastly bigger entity. Oil, Gas, and the NGL barrel all working in TRGP's favor.

    1 yr ago TRGP was at 90+, and didn't own NGLS and APL assets. This is a much tighter, cleaner structure than back then. Also, keep in mind, before ETE went after WMB, it made a run at TRGP at $150-$170

    It's a good set of assets here and they cover the dividend without having to cut it.

  • Reply to

    Short number down by 7%

    by hrdwkgdog May 24, 2016 12:12 PM
    artist_formerly_known_as_pooch artist_formerly_known_as_pooch May 27, 2016 5:49 AM Flag

    Short interest
    4/29 2.2 million sharea
    5/13 2.3 million shares

    short interest INCREASED 107,000 shrs

    40% of the float
    4 days to cover at 610k adv

  • artist_formerly_known_as_pooch artist_formerly_known_as_pooch May 26, 2016 6:51 AM Flag

    Yes. reduces travel times (and cost) for TRGP's export propane. Both EPD and TRGP are maxxed out in propane shipments right now. TRGP has said they expect it to slow some, but to date it hasn't. In other words, TRGP is shipping more propane loads than they forecast. NGL prices have been strong and TRGP is only 20% hedged for NGL. That's bad when prices are falling. Really great when prices are rising. Oil prices are on their forecast price. Nat Gas less. But they are over 60% hedged in these commodities. So in other words, TRGP is tracking ahead of forecast overall.

  • Reply to

    Negative DCF - that's a first

    by prof.williamdyer May 10, 2016 9:29 AM
    artist_formerly_known_as_pooch artist_formerly_known_as_pooch May 10, 2016 1:10 PM Flag

    since selling, I've completely lost interest in EVEP, but unfortunately their PR's still land in my inbox. Anyone have the short answer for me on the negative DCF??? Walker truly is a SPECIAL individual. Ranks right up there with the Cohens of ATLS. The Cohens being dirty. Walker simply an exceptional moron.

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