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Inergy, L.P. Message Board

anal.lyst 5 posts  |  Last Activity: 14 hours ago Member since: Mar 29, 2010
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  • anal.lyst anal.lyst May 12, 2015 5:21 PM Flag

    This SA article answers that question. Search SA for articles on AAPL. Then click on the one entitled: "Why apple-will-never-buy-blackberry


  • anal.lyst anal.lyst May 12, 2015 6:15 PM Flag

    "...and then maybe short it again when it trades at 80 again."

    NOBODY on the earth alive today will be alive then!


  • Reply to

    MWE shareholders get to vote on the deal?

    by contraindicator Jul 13, 2015 2:27 PM
    anal.lyst anal.lyst Jul 13, 2015 3:55 PM Flag

    "So if the deal is so bad, will not most MWE shareholders vote no, and will their votes outweigh those of management?"

    Short answer: NO their votes their votes WILL NOT outweigh those of management! The reason? Large holders will carry the vote & they will vote YES because they are motivated by Cap Gains, not dividend income.

    I happen to like the deal, by the end of 2017 the distribution will be higher than the $3.64 of today & the $3.37 with MPLX's distribution will cover 2016. Naturally this assumes that MPLX hits their 25-29% distribution increase goal but I believe they will. I'll be voting yes, if you disagree vote no.


  • Reply to

    Questions For The MWE Long Term Owners

    by buyandwin Jul 23, 2015 10:40 PM
    anal.lyst anal.lyst Jul 24, 2015 2:41 PM Flag

    Buyandwin, is as usual, exactly right.

    Let me ask all you dividend decrease whiners a two part question. Part 1: How long at 20-30% distribution growth will it take for MPLX + MWE in combination to exceed MWEs present distribution amount? Part 2: You have all had MWE for several years. What will be your YOC (yield on cost) after the combination at MPLXs final distribution amount this year of $1.90-$2.00?

    The answer to these question is why I, as a holder since 2007 will be voting Yes on the merger. And by the way, the merger WILL go thru unless the large holders vote it down. Pissant small share holders like us have NO hope of blocking a merger agreed to by the company involved.

  • Reply to

    Today's selloff

    by bondwiz53 15 hours ago
    anal.lyst anal.lyst 14 hours ago Flag


    I think you're right. But it seems to me that no drop downs in this weak energy market is not bad for eep. They don't have to take on debt in a (potentially) raising interest rate market or sell shares in a weak share price market. So all in all I think the lack of drop downs in 2015-16 is a blessing in disguise.