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El Paso Pipeline Partners Komandit Şirket Message Board

mktplyr517 6 posts  |  Last Activity: Aug 5, 2016 3:24 PM Member since: Oct 12, 2001
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  • Reply to

    Massive shelf registration statement

    by mktplyr517 Aug 4, 2016 8:14 AM
    mktplyr517 mktplyr517 Aug 5, 2016 3:24 PM Flag

    That will be an ATM offering sold over time to partially finance projects

    If it were for a DRIP you could fund about 50% of 1 full years distributions with that amount of shares.... And most unit holders take their distribution in cash.... Insanity not to

  • Reply to

    Massive shelf registration statement

    by mktplyr517 Aug 4, 2016 8:14 AM
    mktplyr517 mktplyr517 Aug 4, 2016 3:50 PM Flag

    Because EPDs shelf statements are never "news" to big money

  • $1.9 Billion..... Which at current prices is 70 mil shares.... Which is 3% dilution

    This is going to create some overhang

  • Reply to

    Explosion !!

    by srtec2000 Jun 28, 2016 9:42 AM
    mktplyr517 mktplyr517 Jun 29, 2016 1:30 PM Flag

    Yeah its a win win for EPD and the industry.....

    EPD is insured for the assets and lost income....

    Oil and nat gas supplies are disrupted and we should see a pop in their prices

  • Reply to

    Heading to $70 Per Share buy buy buy

    by jacksinv Jun 6, 2016 6:17 PM
    mktplyr517 mktplyr517 Jun 8, 2016 8:12 PM Flag

    Another interesting example of a big MLP that was hammered is ETE.... It lost about 90% of its value.... And has rallied 225% above its low yet it remains about 75% off its high

  • Reply to

    Heading to $70 Per Share buy buy buy

    by jacksinv Jun 6, 2016 6:17 PM
    mktplyr517 mktplyr517 Jun 8, 2016 8:06 PM Flag

    A) EPD did not drop as much as many smaller MLPs with much lower share/units outstanding

    B) EPD has about 2.3 Billion units outstanding.... And is $10 above its low.... That equates to a $23 BILLION increase in Market capitalization...

    In your list of 16 "stocks" ( always good to remember that EPD is not a stock) how many have had market caps increase by more than $23 BILLION?.... Its a very relevent question

    For example KMI (a stock) has about a similar share/unit count as EPD and is about 63% above its lows whih is about a $16.1 Billion increase in mkt cap

    EPD has recoverd about 53% above its lows and has a market cap increas of $23 BILLION

    So while KMI Has had a better % rally off its lows.... EPD has had a far greater rally in $ terms relative to its lows

    All things are not equal and you must weigh many factors besides % gain from low

    Using KMI again it lost 75% off its high.... EPD lost 56% off its high

    KMI is currently 59% off its high after the rebound while EPD is 36% off its high

    Taking all of the above into consideration EPD had outperformed KMI across the board whit raising its distribution and KMI cut theirs by 75%

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