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NuStar Energy L.P. Message Board

govpur 2 posts  |  Last Activity: Jul 11, 2014 12:54 PM Member since: Apr 16, 2013
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  • govpur by govpur Jul 11, 2014 12:54 PM Flag

    Can't believe this company cannot get creative and unlock shareholder value for the PA assets. Why not spin this off as a separate company? They do not have the problems Cabot has with differentials because they have excess takeaway capacity through their midstream holdings. TLM's PA assets could reasonably be valued at 4B or more as a stand alone company, just look at the valuations of other PA E&P's and they do not have the midstream. The only thing they talk about is selling the midstream only, which I think is a big mistake. Just cannot believe the geniuses that Icahn has on Board have not been more creative than just selling assets at discounted prices. I plan to keep holding as I feel there is real value in TLM.

  • Was reading an interview with Baird analyst regarding sponsors and MLP's. Stated that you have to sift through MLP's to decide which sponsors use their MLP's as wealth generators for sponsors as opposed to shareholders. Looks like all recent acquisitions are from First Reserve or areas around First Reserve. Plus, can't seem to get specific details on these "deals" other than the top line number. Are they accretive to DCF, etc? Looking for comments from board on this. On the face, CMLP seems to be a dropdown vehicle for First Reserve assets. This is maybe why shareprice is lagging as smart investors avoid. Just my guess and looking for input. Ken

64.20-0.07(-0.11%)Jul 24 4:06 PMEDT

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