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Vanguard Natural Resources, LLC Message Board

mobettafred 15 posts  |  Last Activity: May 15, 2015 3:51 PM Member since: Aug 21, 2011
  • Reply to

    dakota financial - what is going on here?

    by mobettafred May 13, 2015 3:52 PM
    mobettafred mobettafred May 15, 2015 3:51 PM Flag

    looking forward to next quarter.

  • Whiting USA Trust II (NYSE:WHZ) announced a quarterly dividend on Friday, May 8th, American Banking News reports. Shareholders of record on Wednesday, May 20th will be paid a dividend of 0.3273 per share on Monday, June 1st. This represents a $1.31 annualized dividend and a dividend yield of 34.45%. The ex-dividend date is Monday, May 18th.

  • Reply to

    2015-17 DCF as of Q1 2015

    by griffin.mungus May 11, 2015 3:06 PM
    mobettafred mobettafred May 12, 2015 9:11 PM Flag

    There is a lot of money to be made in bullying others that your way is the only way, that you are always right - as you talk out both sides of your mouth.

  • Reply to

    2015-17 DCF as of Q1 2015

    by griffin.mungus May 11, 2015 3:06 PM
    mobettafred mobettafred May 12, 2015 4:43 PM Flag

    you can not wait and hope for management to die or you would be hoping & waiting for a lot more than eroc. I am sure they are doing the best they can as are the others however good or bad. That is why they are in charge instead of you & I.

    etrade has an excellent fundamentals page. it is well worth having an account there.

    valuation (mrq)
    eroc was not profitable in its latest fiscal year. therefore the p/e ratio is not applicable. its price to cash flow ratio would give an alternative indication of its expense relative to the o/g operations industry.
    price/earnings (ttm) -
    price/sales (ttm) 1.22x
    price/book 1.16x
    price/cash flow -

    management effectiveness (ttm)
    the return on equity for eroc shows that it is able to reinvest its earnings less efficiently than 83% of its competitors in the o/g operations industry. Typically, companies that have lower return on equity values are less attractive to investors
    ret on assets -28.60%
    ret on equity -94.67%
    ret on inves capital -32.12%

    dividend (ttm)
    dividend yield 11.48%
    payout ratio -
    annual dividend .14
    (not etrade but my 2 cents - usually when the distribution is more than covered, they will put a number in the payout ratio)

    eroc's debt to equity ratio indicates that it has been as aggressive with using debt to finance growth as compared to its peers in the o/g operations industry. The resultant effect on earnings would be as volatile as related companies.
    current ratio 3.44x
    dept/equity 0.68x
    debt/assets 0.32x

    profitability
    as indicated by the operating margin 67% of eroc's peers are able to control costs & expenses better.
    operating margin -110.32%
    ebitda margin 67.99%
    net profit margin -131.80%

    growth rate
    eroc's eps growth rate is less than 72% of its peers in the o/g operations industry.
    earnings per share -81.1
    sales 51.0

    dividend -82.7

  • Reply to

    2015-17 DCF as of Q1 2015

    by griffin.mungus May 11, 2015 3:06 PM
    mobettafred mobettafred May 12, 2015 1:31 PM Flag

    thank you for all your hard work running numbers. however, the fundamentals page at etrade makes eroc look terrible and evep pretty good. their market edge is also helpful but think it may get updated just once a week? I have learned not to buy something just because it is cheap.

  • mobettafred mobettafred May 12, 2015 1:06 PM Flag

    thanks, dixie. way to go!

  • Reply to

    stock insights

    by mobettafred May 6, 2015 7:47 PM
    mobettafred mobettafred May 7, 2015 8:09 PM Flag

    it is the last line of an article put out by the vanguard tribune on may 6. this is the article if it will print.

    Stock Insights: EV Energy Partners, L.P. (NASDAQ:EVEP)

    Investors are watching shares of EV Energy Partners, L.P. (NASDAQ:EVEP) today as the stock opened the current trading session at 17.82 and at the time of writing the last Bid was at 17.45. In the current trading session the stock reached as high as 17.82 and dipped down to 17.30. EV Energy Partners, L.P., a NMS listed company, has a current market cap of 851.73M and on average over the past 3 months has seen 568164 shares trade hands on a daily basis.

    There are a number of brokerage firms which offer projections on earnings and future stock movement of the stock. On a consensus basis, Wall Street analysts have a short term price of 19.50 on the equity. The company’s trailing twelve month EPS is 2.58. The consensus analyst estimates according to First Call for the next quarter is 0.19. The current year EPS estimate on the stock is 0.79 and the EPS estimate for next year sits at 0.05.

    On a technical level the stock has a 50 Day Moving Average of 15.20. Based on a recent trade, this puts the equity at +14.82% away from that average. In comparing the stock’s current level to its extended history, the stock is trading -58.42% away from its 52-week high of 41.97 and +46.03% away from the stock’s low point over the past 52 weeks, which was 11.95.

    The price to earnings ratio, or the valuation ratio of a company’s current share price compared to its per-share earnings sits at 6.76. This is an important indicator as a higher ratio typically suggests that investors are expecting higher future earnings growth compared to companies in the same industry with lower price to earnings ratios. When calculating in the EPS estimates for the current year from sell-side analysts, the Price to current year EPS stands at 22.09. Investors looking further ahead, will note that the Price to next year’s EPS is 349.00.

  • mobettafred by mobettafred May 6, 2015 7:47 PM Flag

    When calculating in the EPS estimates for the current year from sell-side analysts, the Price to current year EPS stands at 22.09. Investors looking further ahead, will note that the Price to next year’s EPS is 349.00.

  • vnr distrib 12 mo x .1175 = 1.41 per yr
    2000 shares lre @ .55 = 1100 shares vnr
    1100 sh vnr x 1.41 = 1551 per yr

    evep worked well with my calculations
    1/2 sh evep @ 17.50 = 8.75 which is comparable to 1 share of lre today.
    1,000 sh evep x 2.00 yr = 2,000 distrib per year & they always increased until this last time. I sold my vnr after there was no increase in distrib after the last deal. I sold half of my lre today.

    2,000 - 1,551 = 449 per year difference.

    feel free to correct me. you might prefer to use memp as an example.
    glta

  • JR: The only other upstream MLP that we are currently recommending is EV Energy Partners L.P. (EVEP) . This name is largely natural gas-weighted, but the company recently announced the divestiture of its Utica East Ohio midstream project for $575M in cash to Williams Partners L.P. (WPZ) . That was a very attractive price in our opinion, providing the company with a meaningful booster shot of liquidity to the balance sheet. This cash is going to allow EV Energy to pay down all its revolving debt and ultimately emerge as one of the best-positioned upstream MLPs for future A&D.
    We are getting to a point where the bid-ask spread on producing assets is settling down and is likely to find some sort of equilibrium soon. I expect the acquisition activity to pick up in H2/15 and 2016. Those companies with additional dry powder to exploit A&D opportunities are going to be able to outperform their peers. EV Energy Partners will be sitting on $650M in cash. The addition of a mature, producing asset worth $500M or more could do a lot to reshape its current asset base, diversifying it into a more balanced product split, and ultimately yielding significant accretion to distributable cash flow per unit. This should help move the company back to its original strategy, which was a traditional, steady state of distribution growth. Following the path of most of its peers, EV Energy's early February distribution cut and reduced capital spending outlook leaves the company in a healthy position currently. I would like to see it get back to a sustainable 3–4% distribution growth number, and I think that this divestiture and reinvestment process is likely the catalyst to do that.

  • Reply to

    MEMP price

    by kxviswan Apr 22, 2015 12:11 PM
    mobettafred mobettafred Apr 22, 2015 5:12 PM Flag

    Memorial Production Partners (NASDAQ:MEMP) insider Mrd Holdco Llc sold 508,735 shares of the company’s stock on the open market in a transaction dated Monday, April 20th. The shares were sold at an average price of $17.08, for a total transaction of $8,689,193.80. The sale was disclosed in a legal filing with the SEC, which is available at this link.
    this is the short version. look at their filings for the 20th.
    I am not over here very often so this information has probably already been posted.

  • Reply to

    Insiders buying

    by danirakr Apr 13, 2015 8:06 AM
    mobettafred mobettafred Apr 14, 2015 10:15 AM Flag

    dakotafinancialnews

  • Reply to

    no more distributions

    by mobettafred Apr 10, 2015 9:43 AM
    mobettafred mobettafred Apr 10, 2015 12:10 PM Flag

    fluff it up all you want. this no longer fits my plan and am taking my losses but good luck to you!

  • mobettafred by mobettafred Apr 10, 2015 9:43 AM Flag

    By PR Newswire, April 10, 2015, 08:00:00 AM EDT

    OKLAHOMA CITY, April 10, 2015 /PRNewswire/ -- New Source Energy Partners L.P., a Delaware limited partnership (NYSE:NSLP) (the "Partnership" or "New Source"), today announced that it has entered into an agreement with the Bank of Montreal, as administrative agent, and the other lenders that are parties to the credit agreement governing the Partnership's revolving credit facility (the "Credit Agreement") to postpone the April 1, 2015 scheduled semi-annual redetermination of the borrowing base until May 1, 2015. In addition, the borrowing base available under the revolving credit facility was reduced, effective April 8, 2015, from $90 million to $84 million, which was the amount of borrowings outstanding as of April 8, 2015. The agreement further provides that, prior to the borrowing base redetermination on May 1, 2015, the Partnership will not declare or make any distributions on its common units until the total outstanding borrowings under the revolving credit facility is at or below $55 million.

    "We have previously stated that we believe the borrowing base under the Partnership's credit facility would be reduced by $20 million to $30 million," said Kristian Kos, Chairman and Chief Executive Officer. "The lenders are currently finalizing their review in order to determine the updated borrowing base. However, we believe the $20 million to $30 million range is still accurate. The agreement with BMO postpones the redetermination by one month, which allows the Partnership more time to secure financing opportunities currently under review."

  • Reply to

    I would not buy this gap up

    by bighairybutt Mar 20, 2015 10:16 AM
    mobettafred mobettafred Mar 25, 2015 1:14 AM Flag

    thanks for your help wherever you post. I believe you and have not been adding new money to anything for awhile.

VNR
16.60+0.12(+0.73%)May 22 3:59 PMEDT