Copano Energy LLC Message Board

borderlaw 3 posts  |  Last Activity: May 9, 2013 7:57 PM Member since: Dec 15, 2006
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  • Reply to

    saved by the subordination threshold

    by lizahuang54321 May 9, 2013 10:44 AM
    borderlaw borderlaw May 9, 2013 7:57 PM Flag

    If CHKR remained priced at today's close of about $16.81/share and if the distribution continued at the same rate on an annual basis: @.69 = 16.4% yield; @ .59 = 14% yield.

  • Reply to

    PV-10 at 2015 prices

    by newman1979 Mar 23, 2013 3:14 PM
    borderlaw borderlaw Mar 23, 2013 5:14 PM Flag

    "During the three-month production period ended November 30, 2012, total sales volumes and realized oil, natural gas liquids and natural gas prices were lower than initial Trust estimates. This resulted in quarterly income available for distribution of $0.5968 per unit, which is $0.0732 below the subordination threshold. As a result, the distribution per common unit is the subordination threshold of $0.6700 for the quarter. "

    $0.67 X 4 quarters = $2.68 divided by $13.74 per share price on 03/22/13 = 19.5% annual return.

    Sentiment: Buy

  • Reply to

    Some guy named brown

    by edwardkeefej Mar 20, 2013 10:43 AM
    borderlaw borderlaw Mar 22, 2013 7:06 PM Flag

    Brown's report is something to consider, however, these type of O & G reserve / depletion estimates change all the time and even if accurate today, it is uncertain if or when the effect on distributions will be affected...might be a couple of years or more down the line. No guarantees in the oil patch. Operators still hit gushers and still drill dry holes. It's an inexact science at best.

    I'm inclined to see this as a buying opportunity and average down.

    Sentiment: Buy