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Crosstex Energy, L.P. Message Board

earljr1 78 posts  |  Last Activity: Mar 4, 2015 11:34 PM Member since: Dec 8, 2000
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  • Reply to

    Message board problems

    by earljr1 Mar 4, 2015 1:15 PM
    earljr1 earljr1 Mar 4, 2015 11:34 PM Flag

    Well maybe earnings in a few weeks will provide something to chew on.

  • Anybody still here? I don't understand why Yahoo can't keep the link to this board active. I have contacted them twice about it. All they say is to access it through http://finance.yahoo.com/mb/rvp/. But they don't say why they don't just turn it on. Yhoo really is a mess. It's slow, and you would think 13k employees could run this a little better.

  • Reply to

    I think "Mr. Market" is mispricing IRT

    by deanmortensen Feb 14, 2015 10:59 AM
    earljr1 earljr1 Mar 4, 2015 10:11 AM Flag

    A couple things come to mind. First, they need to give these latest acquisitions some time to settle in before the income fully kicks in. Second, the dividend is a little high to start with. They upped it I think about a year ago and are growing into it. When they are comfortable, I think they will up it again by a penny and grow into it again. Agressive, but not reckless.

  • Reply to

    $400 Million Even Possible in FY 2015

    by buonojason Feb 26, 2015 6:35 PM
    earljr1 earljr1 Mar 3, 2015 4:01 PM Flag

    Some buying today like we haven't seen for a while.

  • earljr1 by earljr1 Mar 2, 2015 11:39 PM Flag

    Two questions for those of you who know MDR well:

    1. How does this share dilution work: Unobserved direct operating costs were $40 million in 2014. As a result of the positive net income during the fourth quarter, our basic and diluted share counts increased to reflect the tangible equity units or TEUs dilution. Weighted average common shares outstanding were approximately 284 million, which included the potential issuance of 41 million shares related to the TEUs.

    2. What is the explanation behind guidance of $35M to $45M tax expenses in 2015? Surely this isn't income tax. I read the explanation in the CC which made no sense at all.

    As far as the negative $250M cash flow for 2015, I'm satisfied that that is almost entirely due to purchase costs for 2 new ships under construction. So not just a cash burn, but they do need to keep those ships busy.

  • earljr1 earljr1 Mar 2, 2015 5:44 PM Flag

    3Q I believe some revenue was delayed and therefore the revenue miss for Q3. Logically that revenue would show up in Q4, so this shouldn't be a surprise. The contract gains are a plus however. Cash flow no so good.

  • earljr1 earljr1 Mar 2, 2015 4:43 PM Flag

    Yes, that needs a little explanation.

    As of December 31, 2014, McDermott reported total assets of $3.4 billion. Included in this amount was $852.9 million in cash and cash equivalents and restricted cash. At year end, the Company had $891.5 million in debt outstanding

    At year-end 2015, cash and restricted cash is expected to be in the range of $600 million to $650 million and debt to be $865 million,

  • Reply to

    What's the pipeline worth to BP?

    by biotechnology4u Feb 26, 2015 12:58 PM
    earljr1 earljr1 Feb 26, 2015 1:34 PM Flag

    Who is BP?

  • earljr1 by earljr1 Feb 25, 2015 3:05 PM Flag

    I like this kind of talk:

    Scott Schaeffer - CEO

    Bob, we've maintained from day one that IRT would not be purchasing properties from RAIT.
    Bob Napoli - William Blair

    Okay.
    Scott Schaeffer - CEO

    And RAIT would not be financing IRT's property acquisitions going forward. And we're going to stick with that. These are properties that RAIT has owned now for a period of time and we just think for RAIT it makes sense for them to sell them. I really want to avoid any and all appearances of conflict. So IRT is not looking to acquire them.

    Also, I should note that the cap rates that we expect to get, the purchase prices that we expect to receive are far higher than what IRT would be willing to pay.

  • Reply to

    I think "Mr. Market" is mispricing IRT

    by deanmortensen Feb 14, 2015 10:59 AM
    earljr1 earljr1 Feb 25, 2015 1:49 PM Flag

    IRT's time will come. It has to build a history of growing rents and occupancy. Earnings looked good today. If they can keep that up for a year or two, it will get some respect. In the meantime, collect a nice div. Their markets aren't the most exciting and the apartments are not the newest. But I wonder if the exciting markets are getting overbuilt. I'm in UT where the economy is doing well, but I am seeing hundreds of units being built within 5 miles of my location. And UT isn't considered an exciting market. IRT's markets I think are less likely to experience a bubble. Look at ESS paying a 2.3% div. Investors are betting on continued massive appreciation of the assets. Too far too fast IMO. What happens when real estate prices level out and people want to earn a respectable cap rate?

  • earljr1 earljr1 Feb 23, 2015 10:21 AM Flag

    That report is going to need some deciphering. Oil services earnings are way up and aerospace is down a little? I would have thought the reverse. In the last presentation, they talked about aerospace needing a few years for all the new planes to get off warranty.

  • Reply to

    Sold and looking to see RVP at $3

    by xyellowdog Feb 19, 2015 10:04 AM
    earljr1 earljr1 Feb 19, 2015 12:15 PM Flag

    Good luck. Unless BDX has some unexpected legal win, I doubt it goes anywhere near $3. Especially if we see earnings and revenue growth. Last time RVP was around $3, we were waiting on some significant judgements so there was much more risk. Since RVP has pretty much won everything since then, this is not the same risk it once was.

  • Reply to

    APPELLATE TIMETABLE

    by jjseabrook50 Feb 16, 2015 10:47 AM
    earljr1 earljr1 Feb 18, 2015 9:54 AM Flag

    I think we can assume a 100% chance BDX will appeal. Especially since they said they will. Speculation that they might miss the deadline is pointless.

  • earljr1 earljr1 Feb 17, 2015 12:25 PM Flag

    You are kidding, right? We all knew that BDX would appeal. We have discussed it at length here.
    Everybody needs to calm down. There is nothing wrong with RVP and that BDX complied with the injunction is not a big surprise. Give it some time.

  • Reply to

    APPELLATE TIMETABLE

    by jjseabrook50 Feb 16, 2015 10:47 AM
    earljr1 earljr1 Feb 16, 2015 4:28 PM Flag

    You are giving up way too easily. You sound like you just got stuck with a worthless stock or something. There is nothing wrong with this stock. Sure, a lot of people were hoping for a settlement by today, but that was just hope. You sound like RVP lost or went out of business. RVP hasn't lost anything. On the contrary, RVP has a judgement worth over $12 per share before taxes. They have a very good chance of getting that money within the next 18 months. And a settlement could still happen any day. In the meantime, RVP is going to grow their business. There is nothing here to be terribly concerned about. But if a crowd of people like you want to make a big deal about it in the morning, there will be buyers to help relieve you of your valuable property. One of them might even be BDX. We are up on some good volume lately, and I doubt all those buyers were banking on a settlement by last Friday. So, maybe think more about your gains in the coming weeks?

  • Reply to

    KEY.TO earnings today

    by earljr1 Feb 11, 2015 11:27 PM
    earljr1 earljr1 Feb 16, 2015 10:33 AM Flag

    It's doesn't look very cheap, but a 7% increase in the dividend nice. I have a theory that when Keyera does well, PBA is likely to do well. Just a theory so far.

  • Reply to

    Thoughts on price

    by zubiecat Feb 14, 2015 5:43 PM
    earljr1 earljr1 Feb 15, 2015 10:53 AM Flag

    RVP is not bypassing anything by pointing out a link on their competitor's website. And certainly they can point out the fact that BDX has been publishing false and misleading information about RVP. I think you have this lawsuit inside out. It isn't about RVP slandering BDX. RVP can tell every single person in the world and they still wouldn't "bypasses the court's decision on this." They court made no such decision. You know that.

  • earljr1 by earljr1 Feb 14, 2015 8:27 PM Flag

    John, do you have a guess on the cash burn rate during appeal? I would assume that an appeal is much less expensive than the original trial.

  • Reply to

    Thoughts on price

    by zubiecat Feb 14, 2015 5:43 PM
    earljr1 earljr1 Feb 14, 2015 8:21 PM Flag

    Oh, it's certainly in their marketing materials starting today. RVP will be showing it to every prospective customer. Wouldn't you?

  • Reply to

    Thoughts on price

    by zubiecat Feb 14, 2015 5:43 PM
    earljr1 earljr1 Feb 14, 2015 7:18 PM Flag

    The price will certainly not be going up on Tuesday morning. If it over reacts, I will be buying. That BDX posted this on their website says nothing about their chances on appeal. They do have a chance, but it's still not very good. This just means either BDX or RVP or both refused to play ball. I'm guessing they really, really don't like each other. BDX will drag this on as long as possible because they make more money using the cash than the interest costs. RVP intends to get every cent of the judgement plus the injunction. Maybe they will even do okay selling product with their new marketing materials--which I think are very well written by the way. "We at Becton, Dickinson and Company are liars, and we have ripped off our customers for years.":

    -BD wrongfully claimed that its syringe needles were sharper than competitors’,
    including RTI’s, and its statement that it had “data on file” proving the
    sharpness claim was false and misleading.

    -(1) The dead space of the VanishPoint syringe has been within the ISO
    standard of 0.07mL dating back to at least July of 2004; (2) BD overstated the
    dead space of the VanishPoint syringe to represent that it was higher than BD’s
    conventional syringe, Safety-Lok, SafetyGlide, and Eclipse products when it
    was actually less than all of those products and (3) BD’s statement that data on
    file was false and misleading.

    - BD’s web site, cost calculator, printed materials and oral representations
    alleging that BD’s syringes save medication as compared to Retractable’s
    VanishPoint syringe were based on false and inaccurate measurements of
    Retractable’s VanishPoint.

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