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Inergy, L.P. Message Board

dreiser139 20 posts  |  Last Activity: Jul 12, 2014 1:44 PM Member since: Dec 23, 2005
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  • dreiser139 by dreiser139 Jul 12, 2014 1:44 PM Flag

    ake
    hi mlps a little down recently
    just completed filling a new position in oke
    im late to their party but feel they have a bright future ahead plus they are cash rich.
    just filled my ete position and am now starting a position in smlp.
    been on my radar screen a long time.
    smaller then gel however another great management team and so well positioned .
    looked at dmp then decided on smlp.
    i feel we r just beginning our mlp golden age.
    largest holdings mwe,ngls,ete,gel,oke.
    within a year depending on price hope to have full position in smlp.
    watching your cmlp noticed its creeping up and went over 22.
    good investing
    dreiser139

  • Reply to

    8-k

    by fredrick901 Jul 3, 2014 8:26 PM
    dreiser139 dreiser139 Jul 3, 2014 9:49 PM Flag

    fred
    see some of my prior posts and ake discussing this
    dreiser139

  • Reply to

    What's next,Dreiser San?!

    by ake05bono Jun 3, 2014 7:50 AM
    dreiser139 dreiser139 Jun 24, 2014 7:17 PM Flag

    ake
    have been re reviewing dpm.
    had and sold before.
    was thinking of selling some gel and re deploying into dpm.
    dpm ,like gel,gets little notice or press and with the door slightly ajar regarding exporting of very lite crude and ngls it ,with help of its general partners might be poised for excellent growth
    do u have any thoughts.
    thxs
    dreiser139

  • Reply to

    Condensate approved for export

    by nymarv10956 Jun 24, 2014 5:51 PM
    dreiser139 dreiser139 Jun 24, 2014 6:32 PM Flag

    great news not only for pxd and epd but entire oil producing group.
    this is just the beginning
    dreiser139

  • dreiser139 dreiser139 Jun 22, 2014 8:09 PM Flag

    ok 2 more big years im in.
    also its just who wants trgp /ngls more.
    i believe several mlps have access to the capital necessary.
    to be honest i wouldnt be unhappy with a bidding war.
    also maybe a combo of mlps bid as a group with the split up all ready predetermined.
    but imho the sale will happen.
    dreiser139

  • dreiser139 dreiser139 Jun 22, 2014 6:37 PM Flag

    trgp and ngls are now firmily in play.
    all we are talking about is the money
    speculating on the buyer mere chatter.
    im sure this weekend all the mlps mentioned above were in discussions re:raising the 19-20 billion it will take.
    whateverhappens im not selling and will take shares in the new endaevour.
    this is the stuff dreams are made out of.
    i dont see how u can go wrong buying more ete or ngls or trgp,
    kelsey warren of ete is one determined man.
    he has taken over dan duncans cape.
    as we are all holders of these mlps u got to love this.
    i am no fan of diversification.
    just load up on the great ones what ever your preferences.
    imho family fortunes can be made in these next 2 years.
    dreiser139

  • Reply to

    a rock

    by dreiser139 Jun 18, 2014 3:16 PM
    dreiser139 dreiser139 Jun 21, 2014 6:18 AM Flag

    fred
    i agree. i believe someone took profits and is repositioning in the mid stream arena.
    in addition ,if u notice gels long term trading pattern this has happened before.
    gels unique assets and superb management will drive this gem forward.
    i also hold ngls.
    the deal making with ngls ,imho is not over.
    we will hear something again in the space.
    warren of ete does not get perturbed or side tracked he is one focused individual and since the death of dan duncan in my opinion is the new seer of midstream energy assets in america.
    the gulf coast is booming and big things ahead for gel,ngls and ete . also mwe picking up some steam recently .keep the faith and ye shall be rewarded.
    in addition dont be surprised if gel adds to its fleet or reftining capacity.
    good investing.
    dreiser139

  • Reply to

    a rock

    by dreiser139 Jun 18, 2014 3:16 PM
    dreiser139 dreiser139 Jun 19, 2014 6:11 AM Flag

    one block trade 47000k plus at end of day must have been a sell.
    dreiser139

  • Reply to

    a rock

    by dreiser139 Jun 18, 2014 3:16 PM
    dreiser139 dreiser139 Jun 18, 2014 6:01 PM Flag

    horrible beating
    worse then i can ever remember.
    someone dumped an entire position.
    havent seen any news to indicate why.
    im going to look at block trades.
    if anyone has a guess why please post on board.
    dreiser139

  • dreiser139 by dreiser139 Jun 18, 2014 3:16 PM Flag

    gel dropping like a rock today
    wondering if enb buils out of pipeline to vancouver area the reason or some buy with the normal so in the air or just someone taking profits.
    my chrystal ball cloudy today
    dreiser139

  • Reply to

    What's next,Dreiser San?!

    by ake05bono Jun 3, 2014 7:50 AM
    dreiser139 dreiser139 Jun 3, 2014 8:18 AM Flag

    hi ake
    thxs for your response
    we think alike
    in order my 3biggest holdings are
    gel
    mwe
    ngls
    ngls has the feel and smell of a 100.00 share position
    all 3 will be large growers for the next several years however mwe till another year will be the laggard.
    i looked at oilt and emes.
    both doing great but i was late to their party so never pulled the trigger.
    mmlp intrigues me .i like their assets however dont know their managewment team
    as for coal i agree.
    will be a hot bed issue in 2014 elections
    but no denying its a pollutant.
    but rest of world burning it and if it continues it free fal,nrp,l may invest for a trade.
    definetly buying more ete its a beast with great management but hugedebt.
    i like adding to big winners hence the additional buy more ngls and ete.
    i will look into cmlp and thxs for the heads up.
    my one other thought is that bio tech will be a huge winner going forward ive always made money with hqh a cef with great i mean great co.s in its fold and management superb
    stock recently killed cause of rights offering plus 8%yearly div.
    also i have done well with several cef s investing in europe and emerging markets.
    i bought when no one wanted.
    this year has been excellent to me and for u as well.
    oh by the way imho keystone irrevelant now.
    oil sands will ship via pipeline thru vancouver to far east.
    if i was them thats where i would go.
    just look at russia china hook up.
    as usual look forward to your missives.
    good investing
    dreiser139
    ps imho gel is ready for another announcement as u can tell from my prior notes.

  • Reply to

    400m shelf

    by dreiser139 May 10, 2014 8:33 AM
    dreiser139 dreiser139 Jun 1, 2014 7:44 AM Flag

    correction meant dpm.
    these old eyes aint what they used to be
    dreiser139

  • Reply to

    400m shelf

    by dreiser139 May 10, 2014 8:33 AM
    dreiser139 dreiser139 Jun 1, 2014 7:42 AM Flag

    ake
    ive been looking at mmlp's assets.
    nice collection however did overpay for the apl pipeline aquisition.
    im looking to add a new midstream position.
    leaning towards either mmlp or dmp.
    or just adding more ngls even at these prices.
    definetly going to add a small slice of ete.
    your thoughts re;the above please.
    thx u
    dreiser139

  • dreiser139 dreiser139 May 28, 2014 9:10 PM Flag

    ake
    if u read my note on mwe board wsj today had great piece on lake charles and sassol.
    approx.90billion in new devolpment i thought being built .
    whatever though gel right in the mix.
    and with shelf being raised as well as new bond amount raised imho gel going to do something in near future regarding expansion of refineries ,adding to navy and or aquisition.
    we are living in exciting times.
    dreiser139

  • Reply to

    Money post Sasoil

    by nymarv10956 May 28, 2014 3:13 PM
    dreiser139 dreiser139 May 28, 2014 3:30 PM Flag

    great article in todays wsj about lake charles and sassol building huge operation there bout 90 billion etc.
    that entire area including houston channel ready to explode.i agree with marve on big winners ete,ngls,and ete.
    gel also in the mix and because of recent behavior by gel ie increasing shelt and bond sale i feel another major aquisition in the works.
    u should all read this article.
    its what we have been talking about and more so.
    exciting things going to happen in our mlp world.
    dreiser139

  • Reply to

    400m shelf

    by dreiser139 May 10, 2014 8:33 AM
    dreiser139 dreiser139 May 13, 2014 7:55 AM Flag

    ake
    bond sale increased to 350m from 300m amd shelf increased by 50m
    something definetly brewing here and market , i feel ,sensing that also.
    as holmes says to watson,watson the plot thickening.
    dreiser139
    ps i may go to jackson hole wy this summer and if i do i will definetly sniff around casper terminal
    aint to hard to find
    dreiser139

  • Reply to

    400m shelf

    by dreiser139 May 10, 2014 8:33 AM
    dreiser139 dreiser139 May 12, 2014 8:46 AM Flag

    ake
    ftrst the shelf now 300m bond sale.
    hmmmmmmmmmmmmmmmmmmmmmmmmmmmm
    something brewing
    we should know in a short while
    dreiser139

  • Reply to

    400m shelf

    by dreiser139 May 10, 2014 8:33 AM
    dreiser139 dreiser139 May 10, 2014 8:16 PM Flag

    hi ake
    im leaning towards the barges since they really ring the register and they are safer then by rail.
    as for martin its a great fit but gel ,so far,hasnt made that type of large move .
    refineries ,as of now, coining money.
    however wy. not a large populated area and in my readings of the gel published numbers has not been a large market.
    however maybe they do both.as for my money whatever this management team does ,if the past is any indication then it will be a winner
    as for other mlps mwe still at least a year away but ngls on fire.
    i like their management and position.
    widening the panama canal right up their alley.
    they r on the way to be a big beneficiary of that construction.
    as an aside i recently restarted a sizeable position in ete.its a force top be reckoned with and has excellent price and cagr growth.
    as always nice hearing from u and good investing
    dreiser139
    ps is your wife enjoying her new lexus.
    its a great ride.
    as for me im loving my bmw more every day
    heading back to cape cod for the summer for me its paradise in the summer im right on the ocean.
    cant wait

  • dreiser139 by dreiser139 May 10, 2014 8:33 AM Flag

    gel ftled for 400m shelf.
    must be a reason why.
    hmmmmmmmmmmmmmmmm
    possible upgrade of facilities or a purchase.
    im leaning towards purchase.
    of what is the mystery.
    any thoughts?
    dreiser139

  • dreiser139 by dreiser139 Apr 25, 2014 4:14 PM Flag

    i love days like this allows me to start a new position.
    just bought a slug of ete.
    like marv im a big fan of the panama canal expansion and all the exporting of energy that will happen.
    epd and ngls will really benefit big time in addition.
    plus im sure there are others i over looked.
    for me\ i stil prefer mwe board to iv.
    good investing all
    dreiser139.
    as for mwe
    im in agreement with board ,as i previously stated that mwe a long time hold.
    there is more growth in other names.
    and as an aside gel hanging in very nicely

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