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Inergy, L.P. Message Board

moneyonomics 210 posts  |  Last Activity: 53 minutes ago Member since: Jan 16, 2010
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  • Reply to

    QRE preferred

    by cheapstkbuyer Jul 25, 2014 11:54 AM
    moneyonomics moneyonomics Jul 25, 2014 1:11 PM Flag

    cheapstk i would not venture a guess on coverage till i see financial results and what exactly made up this quarters shortfall other than gas price. i am speculating some of the short fall came from buying co2 from third party for the short term and if the volume shortfall is also attributable to the delayed co2 project, but will have to see

  • Reply to

    Sumting Wong?

    by cwrasmith Jul 24, 2014 4:48 PM
    moneyonomics moneyonomics Jul 24, 2014 6:37 PM Flag

    no its right not wong! sorry could not help it

  • Reply to

    Does BBEP produce any UBTI on your K-1?

    by alschroed Jul 24, 2014 6:06 PM
    moneyonomics moneyonomics Jul 24, 2014 6:34 PM Flag

    yes bbep produces ubti-the question should be is it negative or positive and that depends how you handle idc amortization and depletion in your allocations

  • and 2nd quarter results. i am sure having to buy 3rd party co2 was some of the miss as was volume and ng price

  • should be more to come on the structure simplification process

  • Reply to

    and now a downgrade

    by fyshscale Jul 23, 2014 9:35 AM
    moneyonomics moneyonomics Jul 24, 2014 1:53 PM Flag

    Msg 39749 of 39802 at 7/23/2014 12:04:38 PM mlp iv board by
    factoids

    The following message was updated on 7/23/2014 12:52:03 PM.

    In response to msg 39747 by crashcardigan

    mailbagman2000 in a response to the target rise posted in Ratings/Target Price Changes Log 07/23 wrote "LOL that was a great call by them, NMM is already there."

    crashcardigan in a response to the target rise and ratings fall of MWE in Ratings/Target Price Changes Log 07/23 (II) wrote "They Downgrade MWE from BUY while raising the price target from $70, which it blew past recently to $79. Gotta hand it to those guys. They really know how to ANALyze."

    I should note that none of those posts received a "recommend" - so there is evidence that the board "get's it".

    Target prices from the analysts comes from the use of the (multi-staged) dividend discount model (DDM) along with a Price at a logical Price/DCF Ratio model. Both use a RRR and CAGR metric in their calculation. I would guesstimate that 90% of us know that CAGR projections can widely vary for the smaller stocks. I would guesstimate that less than 10% of us track RRRs - and know that they vary, too. The curent price is not a metric that goes into the DDM (or the other model). Having an analyst valuation assessment that the target is lower than the current price should not be a surprise. And it is not aways the case that next year's price should be higher than the current price. But you already know that.

    It is the second comment from crashcardigan that has merit "on the surface". Why did the price target for MWE rise substantially while the rating fell? I do not have access to the full report from Global Hunter Securities - so what follows is logic based speculation. While distribution growth for MWE has been guided lower by the company, the analyst community have higher expectations for 2015. If you have CAGR projection awareness - you already know that. part 1

  • Reply to

    A question?

    by bigbear.2010 Jul 24, 2014 10:34 AM
    moneyonomics moneyonomics Jul 24, 2014 1:33 PM Flag

    very good analysis

  • Reply to

    Distribution Increase

    by jberns2421 Jul 23, 2014 5:23 PM
    moneyonomics moneyonomics Jul 24, 2014 12:45 AM Flag

    distribution increase was announced after hours. the after hours drop was on 200 units

  • Reply to

    Update press release

    by rubybell_99 Jul 22, 2014 9:03 PM
    moneyonomics moneyonomics Jul 23, 2014 10:54 AM Flag

    It appears off line from 28th may as chr indicated till around time of press release. best part was able to process gas at majorsville but obviously there was a cost to transport, fix houston, etc so some financial impact

    "Plant III is a 200 MMcf/d cryogenic facility that has been offline since May 28th, 2014 after the facility’s heat exchanger was damaged.

    During the period required to complete all necessary repairs to Houston’s Plant III, MarkWest was able to minimize disruption to its producer customers by utilizing its large, high-pressure, rich-gas header system to route gas to the Majorsville complex in Marshall County, West Virginia for processing. ..."

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