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Tanzanian Royalty Exploration Corp. Message Board

deceitfulwealth 22 posts  |  Last Activity: Nov 20, 2015 12:24 PM Member since: Feb 13, 2002
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  • Reply to

    My 2 cents

    by deceitfulwealth Nov 20, 2015 11:55 AM
    deceitfulwealth deceitfulwealth Nov 20, 2015 12:24 PM Flag

    To bolster me thesis, look at CEQP and SXE. No news, unit price plummeting. Am I actually replying to myself? That's the first sign of insanity.

  • deceitfulwealth by deceitfulwealth Nov 20, 2015 11:55 AM Flag

    This is a forced liquidation by one or more institutions because Azure's market cap fell beneath the institutions minimum investment guidelines. In for my last 700 at $4.10. GLTA.

  • Reply to

    Thanks folks!

    by jrfillion Nov 18, 2015 11:43 AM
    deceitfulwealth deceitfulwealth Nov 19, 2015 4:26 PM Flag

    More than doubled my holdings and halved my average cost. Hope I am not sorry.

  • Reply to

    Distributions going forward

    by buysellman Nov 18, 2015 3:04 PM
    deceitfulwealth deceitfulwealth Nov 19, 2015 10:46 AM Flag

    Thanks for you analysis and posts jrfillion. Am retired and will collect the distributions while waiting for the rebound. The future of natural gas is bright and I think Azure is strategically positioned. Small float and institutional sellers have pushed the unit price to bizarroland. GLTA.

  • Reply to

    Executive Greed

    by jgaumnitz Nov 17, 2015 7:39 AM
    deceitfulwealth deceitfulwealth Nov 17, 2015 11:24 AM Flag

    Well there is a post on the InvestorVillage message board indicating that NGLS has the most requested 1 on 1 meetings at the RBC MLP Capital Conference (to be held this week in Dallas). Yahoo will not let me post the link.

  • Reply to

    CFO Leaving

    by deceitfulwealth Nov 13, 2015 4:58 PM
    deceitfulwealth deceitfulwealth Nov 13, 2015 5:07 PM Flag

    Almost 5 times normal volume today. Is that it for the big seller?

  • deceitfulwealth by deceitfulwealth Nov 13, 2015 4:58 PM Flag

    Chief Financial Officer Kalamaras Departs Azure Midstream

    - Former Marlin Midstream CFO Mandy Bush Steps Into Position -

    DALLAS, Nov. 13, 2015 /PRNewswire/ -- Azure Midstream Energy, LLC ("Azure") and Azure Midstream Partners, LP (the "Partnership") (NYSE: AZUR) announced today that Chief Financial Officer ("CFO") Eric Kalamaras is immediately stepping down as CFO and after a transition period thru the end of 2015, will be leaving the company to pursue other business interests. Kalamaras served Azure as CFO since January 2013, playing an instrumental role in pursuing the company's strategic interests including the acquisition of Marlin Midstream Partners, LP ("Marlin") in February 2015 at which time he also became the CFO of the Partnership.

    Stepping into the position immediately as interim CFO, will be Mandy Bush, Azure's VP of Strategic Planning and Human Resources. Bush is extremely familiar with the Partnership's assets and operations as she previously served as Marlin's CFO, where she helped successfully complete the initial public offering of Marlin in the summer of 2013. She is a certified public accountant with over 12 years of experience in energy finance.

  • deceitfulwealth deceitfulwealth Nov 11, 2015 10:36 AM Flag

    My email to investor relations:

    "When are you going to call this deal off? When the units are at zero?"

  • Reply to

    Conference Call

    by deceitfulwealth Nov 5, 2015 11:38 AM
    deceitfulwealth deceitfulwealth Nov 5, 2015 11:41 AM Flag

    Negative debt rating on private parent was misinterpreted by the market according to analyst and CEO. "No impact on the MLP and the partnership."

  • Reply to

    Conference Call

    by deceitfulwealth Nov 5, 2015 11:38 AM
    deceitfulwealth deceitfulwealth Nov 5, 2015 11:40 AM Flag

    CEO believe access to capital "is limited" because of "undervalued" unit price. No share buybacks planned.

  • deceitfulwealth by deceitfulwealth Nov 5, 2015 11:38 AM Flag

    The analyst's questions were the most useful. They tried to get management to commit that the distribution would be the same or more in 2016. The problem is that it is impossible to commit to, because it is based upon their customer's volume levels and these levels are "in flux" according to the CEO. So like all the other midstream MLPs, if the natural gas price goes up, more gas will be pumped and transported. Customers are "cautious about commodity prices" but "optimistic on costs declining." GLTA.

  • deceitfulwealth by deceitfulwealth Nov 4, 2015 9:30 AM Flag

    Goldman Sachs upgraded Targa Resources Partners, L.P. (NYSE: NGLS) from Sell to Neutral with a price target of $33.00.

  • Reply to


    by billlkay Oct 27, 2015 9:27 PM
    deceitfulwealth deceitfulwealth Oct 28, 2015 10:19 AM Flag

    Thanks for following up. I must confess that I copied and pasted and did not give credit to poster hs120 on the InvestorVillage MLP board for that post. If you have not visited this free message board, you may find it a good resource of MLP info. GLTA.

  • DALLAS, Oct. 27, 2015 /PRNewswire/ -- Azure Midstream Partners, LP (NYSE: AZUR) announced that the board of directors of its general partner declared a quarterly cash distribution to its partners for the third quarter of 2015 of $0.37 per unit, or $1.48 on an annualized basis. The quarterly distribution will be paid on November 13, 2015 to unitholders of record on November 6, 2015.

  • Reply to

    Azure Analysis

    by deceitfulwealth Oct 12, 2015 4:10 PM
    deceitfulwealth deceitfulwealth Oct 27, 2015 5:36 PM Flag

    The downgrade was to Azure Midstream Energy, LLC, not to AZUR. The moody's downgrade was dated 10/27, but was only posted today. A 21% haircut today seems excessive. A week ago AZUR was trading above $10.

  • deceitfulwealth by deceitfulwealth Oct 20, 2015 9:51 PM Flag

    Same as 2nd qtr.

  • Reply to

    Azure Analysis

    by deceitfulwealth Oct 12, 2015 4:10 PM
    deceitfulwealth deceitfulwealth Oct 12, 2015 6:11 PM Flag

    Down arrow? Why? Or are you a coward?

  • deceitfulwealth by deceitfulwealth Oct 12, 2015 4:10 PM Flag

    A Seeking Alpha article has an in-depth analysis of Azure. Good reading.

  • Reply to

    What dummy

    by roughmomma2003 Sep 9, 2015 2:06 PM
    deceitfulwealth deceitfulwealth Sep 25, 2015 2:54 PM Flag

    If they maintain their current distribution, at $7.16/unit the yield is 20.67%.

  • Motley Fool article...

    Master limited partnerships are known for their above average yield, but investors need to look beyond yield and seek out these five qualities in an MLP investment.

    In an era of low interest rates, income investors are hungry for yield. One area that has been satiating that appetite for income is master limited partnerships, or MLPs. However, investors should avoid investing in an MLP based solely on its current yield. Instead, investors should look for the following five characteristics in a potential MLP investment.

    1. A master limited partnership should have a bounty of fee-based assets
    As we've seen over the past year, commodity prices can change on a dime. That can have a devastating impact on companies that derive their income from commodity prices as it fluctuates with those prices. That fluctuating cash flow isn't something income investors want because it could cause an MLP to cut its distribution.

    Because of this, investors should seek MLPs that derive most of their income from fee-based assets because this provides stability. A good example of this is Targa Resources Partners (NYSE:NGLS), which continues to steadily grow its fee-based income as we can see on the slide below.



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