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Linn Energy, LLC Message Board

norrishappy 5 posts  |  Last Activity: Jun 1, 2016 9:40 AM Member since: Apr 24, 2002
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  • Reply to

    Excellent and very bad

    by dadnorris1 May 31, 2016 2:30 PM
    norrishappy norrishappy Jun 1, 2016 9:40 AM Flag

    Yes. 20+ years.

  • It is amazing but not surprising. Service is excellent in the stores.

  • results in big discounts. Book big accounting gains to pump up 'incentives'. Then do a change of control to vest out 'incentive' performance targets. Value of NRF only diminished by the accounting payouts.
    It is triple dipping.

    The possible good news is if the resulting combination eliminates the blatant conflict of interest and abuse. Then the massive discount to nav should close.

  • Reply to

    When is Exxon buying KMI ?

    by koebemj Apr 29, 2016 10:21 AM
    norrishappy norrishappy May 1, 2016 3:14 PM Flag

    No piatt.

    KMI is likely wildly undervalued. The only rational American energy future is a natural gas backbone.
    Obama has intentionally damaged the American economy and our national security to lawlessly impede the rational adoption of American natural gas.

    What is holding KMI back is not the massive cash flows. It is the Obama uncertainty caused by his lawlessness and irrationality. Driven by the most profound case of narcissism I have ever witnessed.

    KMI turned out to be over levered when markets are risk intolerant. Due only to Obama's churlishness and wanton abuse of power. He does not have the authority to wield even as a President. So, Mr. Market is worried about credit contingency on the massive cash flows.

    The KMI broad footprint system can not be replicated. American natural gas is not going anywhere, except to power our economy. It can be delayed if inept and corrupt Hilly is imposed by the neo-progressive zombie herd. But only for some sad time.

    KMI is a crown jewel in a rational America. It is more than strong enough to be around for that day when Americans once again are can do Americans.

  • Reply to


    by dadnorris1 Apr 28, 2016 3:52 PM
    norrishappy norrishappy Apr 28, 2016 10:05 PM Flag

    NRP is primarily a coal partnership. They diversified into materials which has been very successful. But unfortunately oil and gas too.

    NRP levered with 9% debt to diversify So I believe management can acquire excellent coal assets on the cheap. Also pick up some fine fit materials diversification.

    ARLPs excellent coverage and solid balance sheet could improve cash flow immediately. I have a feeling American natural gas is going to stay cheap far longer than most believe.

    Unless of course America will vote to break out of this progressive slammed economy. Which is in question. Commodities crashes always turn on economic growth.

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