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Enterprise Products Partners L.P. Message Board

harold33272 7 posts  |  Last Activity: Dec 18, 2014 11:27 AM Member since: Dec 26, 2011
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  • Reply to

    Could we get Mancos news today?

    by justthefactsdudes Dec 18, 2014 10:39 AM
    harold33272 harold33272 Dec 18, 2014 11:27 AM Flag

    Mancos should be wrapped up around Dec. 20-22, however ... I would not expect anything significant in the way of news from Kokopelli until sometime in late January/February. The frack team won't even be on site until sometime in that time frame. Until they've done their work, I wouldn't expect any hardboiled numbers.

    Everyone's encouraged, obviously, but to actually quantify what's coming out of the ground at both Woodrush and Kokopelli with the new wells, we're going to have to wait until late Jan/Feb for that information.

    So essentially this is a Q1/2015 event. Revenues (from the new wells at Kokopelli and Woodrush) for the company should jump dramatically and show up on the balance sheet in Q1-2015 and fully in Q2-2015's report. It's my expectation that once the company has the additional cash flow from Kokopelli in late Q1/2015 and into Q2/2015, they'll ramp up plans at Roan Creek. A deep vertical at Roan Creek could still be done in Q3-2015/Q4-2015.

    Should be a much different company in 2015 with - finally - a positive EPS stock following reporting on Q2-2015. To be a small cap energy company and to be evaluated on a positive EPS basis by the market, finally, will be significant IMO.

    Sentiment: Strong Buy

  • Thinking about backing the truck up. Got in at $$39.80 the day after Thanksgiving. Trying to round up some additional dry powder here.

    Sentiment: Buy

  • Reply to

    PEP last split was in 96....

    by insurancefla1 Nov 19, 2014 8:58 AM
    harold33272 harold33272 Dec 8, 2014 4:08 PM Flag

    2015 could certainly be the year of the split for several stocks, including PEP.

    I think there's a very good chance JNJ, MMM, GPC, LMT, GD, KMB and CLX split in 2015.

    Sentiment: Buy

  • Reply to

    Q3 & Beyond

    by goodhumor5 Nov 11, 2014 4:12 PM
    harold33272 harold33272 Nov 12, 2014 9:27 AM Flag

    Hodgkinson must take every step to avoid further dilution. If indeed the bulk of the funds raised for Roan Creek and further Kokopelli development in 2015 is produced via an offering, it's quite possible we could exit 2015 with triple the shares outstanding at the time Hodgkinson joined the company a decade ago. Let that sink in for just a moment; from the time he joined the company a decade ago until year-end 2015, we will have tripled the shares outstanding, which as you know makes it increasingly difficult to move the dial.

    The overall story is great. But their most recent round of dilution killed the best rally we had in the stock in two years. I'm no fan of debt, but you could suck the natural gas and NGLs out of the ground with a straw at Kokopelli. This is low-risk. It's a predictable, stable cash flow machine. Therefore I am fine with the company funding a portion of the Kokopelli development with a bank line and likewise with the deep vertical at Roan Creek, which at the earliest would be a Q3/2015 event.

    Essentially, we do not need to exit 2015 with 230-250+ million shares outstanding.

    We are at the doorstep of placing another 10+ wells online, wells which have been fully funded. The revenues from these operations should substantially improve the balance sheet and give us the opportunity to - finally - become a positive EPS story by Q2/2015.

    Hodgkinson is no different than any other CEO of a publicly traded company. He simply must be judged by the stock price. That is the only barometer at the end of the day by which he must be judged. We now have a decade with which to judge his stewardship of the company. I'll let everyone take a look at the chart over the last 7 years and look at the obvious. Provided execution occurs on these wells in the coming weeks/months, Hodgkinson has a chance to really build some goodwill with shareholders. More dilution, though, will surely negatively impact that effort with long-suffering shareholders.

    Sentiment: Strong Buy

  • Reply to

    Dividend Increase

    by chicago1957 Nov 1, 2014 7:44 PM
    harold33272 harold33272 Nov 7, 2014 10:16 PM Flag

    It is my hope that the company puts forth more consideration for a higher dividend increase this time around. I know we've been spoiled over the years but I admit I expected more than a 6% increase earlier this year. I'd like to see something in the 9-10% + range next spring. And considering that the stock price should continue to trade above $100 a share, I would think a split would be announced as well.

    Looks like several stocks in my portfolio may consider a split in 2015: JNJ, MMM, GPC, PEP, KMB, CLX. Looks like PG may be a couple years away from a split.

  • Reply to

    DEJ

    by dejinvest Oct 21, 2014 12:18 PM
    harold33272 harold33272 Oct 21, 2014 1:08 PM Flag

    Just read it.

    Easily the most thorough, comprehensive piece on Dejour and its short and long-term potential I've read in a long time. The author also did a masterful job highlighting the close proximity and association geographically with regard to Dejour and other major players within the Piceance.

    A successful mancos at Kokopelli could double or triple the company's current market cap with another wave of that activity at Roan Creek in the second half of 2015. My hope is that the company can find a way to go in on its own and do a deep vertical into the mancos at Roan Creek in late 2015, given that its cash flow should be markedly improved by that time. To successfully execute on a mancos at Roan Creek and to do so with 100-percent of what comes out of the ground flowing directly into Dejour's coffers would be nothing short of huge. Just huge.

    When this happens, it won't take long for it to get baked into the stock. Long before Roan Creek, DEJ should be a positive EPS company following the drilling activity at Kokopelli and Woodrush this fall.

    Sentiment: Strong Buy

  • harold33272 harold33272 Oct 5, 2014 10:28 PM Flag

    jmp8282, I just increased my position in Kraft late last month and did so partly in anticipation of another dividend increase, one I'm hopeful will be in the 5-7% range, which I believe is realistic. I admit, I am a little surprised it was not announced a week or two earlier.

    Not a huge position in my portfolio (about 2.5%), but a stock I intend to hold for many years nonetheless.

    GLTA.

EPD
35.55+0.10(+0.28%)Dec 26 4:02 PMEST

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