Recent

% | $
Quotes you view appear here for quick access.

Kinder Morgan Energy Partners Message Board

mktplyr517 41 posts  |  Last Activity: Aug 28, 2015 10:44 AM Member since: Oct 12, 2001
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • and since he had no response he deleted the message that it was in reply to inside the thread... but I'll directly ask him for an answer yet again

    Amazing how facts can screw with empty theory
    ---------------------------------------------------------------------------------------------------
    Reply to end of the oil age... by dl9bas •Aug 25, 2015 12:56 PM
    .

    mktplyr517 • 20 hours ago Remove


    I'd love to hear how the northern part of the US will heat their homes.... because there is no amount of wind and solar combined that can met that demand

    We could also go into the electrical grid infrastructure... the demands solar has placed on it...and the costs moving forward of upgrading the grid that have to be borne by the new suppliers coming on line (as elect generating plants must upgrade the grid to go on line so solar will have to do the same) Is solar anywhere near economical now that the grid has vey limited additional capacity and solar projects will have $100s of millions in grid upgrade expenses to come on line... don't think so

    Start to expect the unexpected... NG projects can generate enough MWs to justify the grid expenses... solar and wind projects cannot produce enough MWs to pay for the grid upgrades...

    and don't expect fossil fuel generators to underwrite the green energy projects

    ______________________________

    BTW this electric grid upgrade issue is a massive impediment to further expansion of solar and wind projects... it is the proverbial Brick Wall that has been hit

    In my area homeowners are even being asked to pay for grid upgrades for peak power that has to be sold back (and must by law) to the utility... more than quadrupling the cost of the installation for their fancy roof top arrays

  • Reply to

    end of the oil age...

    by dl9bas Aug 25, 2015 12:56 PM
    mktplyr517 mktplyr517 Aug 27, 2015 2:27 PM Flag

    I'd love to hear how the northern part of the US will heat their homes.... because there is no amount of wind and solar combined that can met that demand

    We could also go into the electrical grid infrastructure... the demands solar has placed on it...and the costs moving forward of upgrading the grid that have to be borne by the new suppliers coming on line (as elect generating plants must upgrade the grid to go on line so solar will have to do the same) Is solar anywhere near economical now that the grid has vey limited additional capacity and solar projects will have $100s of millions in grid upgrade expenses to come on line... don't think so

    Start to expect the unexpected... NG projects can generate enough MWs to justify the grid expenses... solar and wind projects cannot produce enough MWs to pay for the grid upgrades...

    and don't expect fossil fuel generators to underwrite the green energy projects

  • Reply to

    The sector downgrades and dividend cut watches...

    by mktplyr517 Aug 26, 2015 10:38 AM
    mktplyr517 mktplyr517 Aug 26, 2015 1:53 PM Flag

    There is a Barron's piece that can be linked off the KMI... MMP... & PAA quote pages

  • Reply to

    The sector downgrades and dividend cut watches...

    by mktplyr517 Aug 26, 2015 10:38 AM
    mktplyr517 mktplyr517 Aug 26, 2015 1:30 PM Flag

    Well one leads to the other.... I was just pointing out that one of the analysts put several big name MLPs on dividend cut watch....

    I however believe that even with a reduced dividend and share price there will be compelling valuation

  • Reply to

    end of the oil age...

    by dl9bas Aug 25, 2015 12:56 PM
    mktplyr517 mktplyr517 Aug 26, 2015 12:40 PM Flag

    Those batteries will start more fires than the local fire department can handle....

    Imagine... your Chinese made solar panels store power in your Chinese made batteries..... you should have as much faith in that working as you have in the Chinese stock market not being rigged

    If you haven't learned anything about Chinese quality from all the Chinese made Krrap your wife bought from Bed Bath and Beyond over the past decade... and now sits in a local landfill....well then you are clueless

  • That we saw today will take further toll on the sector.....

    Caution is necessary as lower share price could come with lower yield....

    We are in but the eye of the storm.... I would only make limit offers below the bid because with the lack of liquidity you can take it hard in the rear as evidenced by Mondays close

  • mktplyr517 mktplyr517 Aug 21, 2015 1:53 PM Flag

    SEC filings do not lie.... in fact its a felony to lie in an SEC filing

    EPD has a $2 Billion offering on the table... dated 8/10... whether its ATM or a secondary is beyond the point... and my belief is that a secondary is better than ATM

  • mktplyr517 mktplyr517 Aug 21, 2015 12:17 PM Flag

    ATM means that the shares can be sold in small batches at really any price... at any time

    And we don't find out the damage till after the fact.... how much dilution came from the $2 billion

    I'd much rather see that EPD could line up buyers on a secondary at a discount

    Right now we can only conclude the institutions that would normally buy into a secondary have no interest in buying... that with the miniscule short interest those institutions
    are the parties that have been selling

    It would be a blessing at this time if they were able to float out a bunch of those ATM shares on the Mexico news that gave us the 5% pop earlier this week

  • Reply to

    Safest Place Now

    by plutus1964 Aug 12, 2015 2:12 PM
    mktplyr517 mktplyr517 Aug 13, 2015 1:37 PM Flag

    The production and injection #s show that there is a ton of Nat Gas flowing right now..

    and that in a nut shell is the prolem

  • mktplyr517 by mktplyr517 Aug 11, 2015 12:58 PM Flag

    what IF the underwriters (or their clients) have naked short positions... which they can now just close at a whim without making open market purchases

    EPD has an insanely low reported short interest (8mil) for an equity that has taken the beating it has

  • mktplyr517 mktplyr517 Aug 11, 2015 12:53 PM Flag

    No difference in my book... the stock will trade down to factor in the dilution which is the same as a secondary discount

    75 million shares is alotta (that's Italian for many) buyers that have to be found

    This $2 billion is a whopping 4% dilution... which just happens to be the approximate pop the underwriters gave the units in their manipulation yesterday

  • and they toss out a fluff piece bone ahead of pricing

  • mktplyr517 mktplyr517 Aug 11, 2015 9:41 AM Flag

    and before I'm castigated the difference is $37.5 million + in distributions /yr

  • mktplyr517 mktplyr517 Aug 11, 2015 9:39 AM Flag

    It also means that yesterdays action was manipulated by the underwiters... the list of which is impressive

    In EPDs bull phase over the past years secondary's were mere blips on the radar.... we can only pray that this one garners the same results

  • SEC doc filed yesterday after the close...

    The likes of Brian Nelson will feast on this...

    $2 Billion @ $27 is 74 mil shares

    $2 billion @ the highs of $41 is 49 million shares

    Which is why I believe that more DCF should be directed towards defending the units value

    That excess 25 million shares will cost $32+ million in distributions a year...

    I just think had the distribution been 1/8 of a cent greater over the past year... with another 1/8 given this past Q the units would be in the mid $30s at worst shaving the excess by about 1/2

  • Reply to

    This is what happens when

    by dlw2244 Aug 5, 2015 1:09 PM
    mktplyr517 mktplyr517 Aug 5, 2015 1:21 PM Flag

    You do realize that the short interest in EPD is 8 million on 2 billion which is like 4/10s of a %

  • Reply to

    Unbelievable

    by dlw2244 Aug 3, 2015 4:16 PM
    mktplyr517 mktplyr517 Aug 5, 2015 9:52 AM Flag

    their earnings, DCFs, payout ratios, effect of oil/gas price on businesses and cannot come up with one good reason as to why there has been such a quick and massive selloff across the board
    ------------------------------------------

    REVENUE..... REVENUE.... REVENUE.... its off 40+%

  • as an offset to our debt... while crushing the Saudi's policies...

    That makes way too much sense for anyone in DC to go along with

  • Reply to

    Hey... remember when EPD was at $40....

    by mktplyr517 Aug 3, 2015 9:32 AM
    mktplyr517 mktplyr517 Aug 3, 2015 10:35 AM Flag

    EPD has virtually no short interest... 8.7 million on 2 billion shares... 4/10s of a single percent... CHK and RIG both have short interest in excess of 30%

    shorting has zero impact on EPD... I would hate to see what would happen if shorting did occur

    Distribution will continue to be paid.... I would not drip... hoard cash for a # in the low $20s

  • and I was ranting and raving that EPD would not be immune....

    That GDP would take a huge hit... that the energy sector would see massive layoffs...

    and I was mocked.... told that consumer spending and retail jobs would make up for it..

    Here's a paragraph from Bloomberg today...
    --------------------------------
    150,000 Jobs
    Exxon, the biggest U.S. energy producer, reported July 31 its lowest profit since 2009 while No. 2 Chevron posted its worst results in 12 years. Chevron earlier last week said it would eliminate 1,500 jobs in an effort to cut $1 billion in spending.

    BP, Shell, Schlumberger Ltd. and Halliburton Co. have announced thousands of job cuts in recent weeks as they prepare for a prolonged stretch of low prices. Since the crude rout began last summer, the industry has eliminated 150,000 jobs, according to Graves & Co., a Houston-based adviser that has closely tracked the cutbacks
    ----------------------------------------

    I wonder how many $8.75/hr retail jobs were created to make up for that..... 150K $100K+ jobs that were lost...

    I wonder how many energy sector workers took those $8.75/hr jobs and if they did how their families are making out and whether their mtgs are being paid and new car... new appliances are being bought

    These issues do not even touch the effects on GDP but they should be evident to every EPD holder because EPDs revenues will be off $20 Billion this year... basically because of commodity pricing

    I ranted that the administration had very dirty hands in this... they want green energy... they continue to allow the Saudi's to engage in unfair trade practices by selling oil into the US at a discount to Brent....

    The Obama lovers told me what a boon cheap energy would be for the economy.... well gas where I live is about $3.25 gal as oil sits in the $40s... some savings.... less than $10 a week

    The libs need to wake up and understand that IF they win the WH again... its only going to wet far worse in this sector

KMP
0.00(0.00%)