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Intel Corporation Message Board

cweby 1 post  |  Last Activity: Feb 14, 2016 3:44 PM Member since: Apr 16, 2012
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    No Dividend Cut-debt to equity is now 25/75???????

    by cweby Jan 29, 2016 3:29 PM
    cweby cweby Feb 14, 2016 3:44 PM Flag

    You need to go back and review DPM Presentations. They started in early 2015 with re-0rg to cut costs. They are realigning all POP contracts to fee basis which early in 2016 are at 75% of all contracts on fee based. They had projected only to be at 75% at January 1, 2017 , so ahead of schedule on revenue enhancement. You have to understand that this business is a "must have" business by the DPM customers as they cannot afford to lay new line to a new processor, so this business model is only going to improve as DPM continues to take and enhance their fees and generate for their unit owners an above average return for Gas Processing and Marketing business. Keep in mind, DPM is a great subsidiary/MLP for Spectra and Phillips 66. P66 gets supply security(20 year contracts) for their NGL's necessary for their chemical plants and Spectra gets another diversity to their business from just Canada only.(Please review SE and SPE latest analyst meeting presentation) The market has made a mistake with DPM when the market threw them in with every other MLP business model and assume they were a KMI look alike and DPM is going to prove them wrong by the end of 2016, when their business enhancements start kicking in. It will be fun to watch.

    Sentiment: Strong Buy

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