Kinder Morgan Energy Partners, L.P. Message Board
-
$1.2 b from credit facility
-
other updates also included
- Reply to
Lumpy Gravy has a very good synopsis of recent analyst opinions/upgrades on the Markwest investorsvillage
by moneyonomics •May 19, 2013 3:05 PMake there motto is execute, execute, execute and they believe in it. look at how they are constructing and putting into operation so many plants and systems in such a short time frame and on target. Nowt hat is impressive
-
Size of pilot study and Results from From NCT00721370 quoted by pup as of May 2013
"..In this 12-patient pilot study, we are testing a new intraoperative imaging system that we developed for image-guided surgery. The imaging system uses invisible, near-infrared (NIR) light to visualize lymphatic flow and to identify the SLN. The imaging system makes no contact with the patient and can display surgical anatomy simultaneously with NIR fluorescence.....The purpose of this pilot study is to determine whether the ergonomics of the imaging system interfere with typical clinical workflow during breast cancer surgery. A secondary goal is to optimize the imaging parameters (light levels, exposure time, etc.) associated with identification of the SLN...."
"ClinicalTrials.gov Identifier:
NCT00721370
First received: July 18, 2008
Last updated: February 14, 2013
Last verified: February 2013
History of Changes
No Study Results Posted on ClinicalTrials.gov for this Study ..."
pup, yes competition will always surface, but not sure two years after study completed why no results yet published in clinicaltrials site referenced? -
All "...Results: There were 85 vs.120 patients in the [99mTc]tilmanocept and fTcSC cohorts, respectively. The groups did not differ in demographic or clinicopathologic factors predictive of axillary metastatic disease (age, race, cancer stage, histologic subtype and grade, hormone and HER2-Neu status or presence of lymphovascular invasion). The [99mTc]tilmanocept group had significantly fewer SLNs removed (mean 1.9 vs. 3.9, p
-
message board-you do not need to be a member to read posts
-
go to mwe board at investors village where i posted some pictures of Mariner West pipe being laid NW of Pittsburgh close to Ohio River and 376 (Racoon Creek at Gums Run Road.Raccoon Twp). comments are from go marcellus
Reply by lennie c miller on March 17, 2013 at 12:58pm--
they are installing pipe at mcmicheals heading north. they also started on the north side of the river setting up to bore under route 376 between beaver and brighton twp eixt.they are also clearing the row between mudlick and sebring road,and they are working in gums run hallow. there is a rumor of a pump station beening installed in that area.
Reply by craig on March 18, 2013 at 1:05am--
My understanding is that this pipeline N of the river and under 376 is going to head to a group of tanks just East of 376. One of the landowners in the area where the pipeline is going through said that's what the map showed. From there I don't know where they are going.
Reply by Jerome M Rosenberger on March 19, 2013 at 7:22pm--
The row is 100 ft wide and 200ft at river. Pretty big for one line. BUT they are only clearing 50 ft for now. Maybe waiting for Shell to announce.
Reply by Jerome M Rosenberger on April 9, 2013 at 1:29pm-
The pipeline segment north of the Ohio River Construction to begin on April 15, 2013. Told they will be working 7days 24 hrs around the clock. Expected completion Aug. 2013.
Land clearing on ROW almost completed as of today.They have been working 6 day a week to get it done.
Reply by Jerome M Rosenberger on April 23, 2013 at 9:54pm-
If you have not run on Rt 18 near Nova Chemical in Monaca.you are missing the show.Sheehan Pipe Line Construction Company of Tulsa, Oklahoma is in the former Kobuta Hotel . They have a storage and equiptment behind were the old appartments buildings( ARMY style buildings) were. They are setting the river bore up. punch out locations north of Rt 68 marked on roads. work is to start ASAP. I heard they are going to work 7-24 -
mlp E&P's I hold report K-1 ubti (line 20V) net of depletion and IDC. I held 3 E&P mlps (bbep, vnr and linn ) and one half E&P/Mlp (eroc) in my ira last year and all were in the several of 1000' s of units and none individually exceeded the $1,000 ubti (eroc came closest).
b&w I hold my mlp's in my IRA because majority of my investments came through a company 401k (before tax-time value of money value accrued while working) and a defined pension and deferred comp that I rolled all into a regular IRA. (no economic time value of money rational to roll into a roth and pay taxes all in one year at top tax bracket rate on majority of rollover) .. I live on my IRA withdrawals paying current taxes. I have ran calculations and it will take until I am around age 84 to 85 for my mandatory IRA withdrawals to exceed the annual withdrawals I live on. -
Msg 3384 of 3384 at 5/17/2013 5:34:09 PM by
yoremopnhoj
Heavy shorting this week
Shorts now paying 20 percent interest with another rate increase. Shares available to short have been drying up quickly so without a secondary it is going to be a very expensive summer to be short. -
doc why such a sarcastic reply. I was attempting to give some insight as to how value is created and measured having been co published in the Oil and Gas Investor on measuring value creation in the Oil and Gas Industry; so rather than waste any more of my time trying to be helpful please continue to tell us what its all worth. end of subject
-
climbing a ladder. one step at a time does not seem big: but if you keep executing and climbing one step at a time, eventually you have made a lot of advancement and that is what they are doing, one step at a time!
ps that new video on their website that ddbuyer posted on how LS works is real cool -
great memory rl and thanks for the update. by the way for readers here rl is being way too modest on his successes. On to another topic. How does the partnership:
1) capture maintenance capital and workovers from the investors?
2) do they capture plugging and abandonment and environmental costs incrementally as accrued from the investors out of every check? -
moneyonomics • May 4, 2013 6:26 PM
....ps I have have posted for some time and the analyst on the call pushed them for when are they going to separate the two business lines in some fashion either as a sale of spin off. they are two under capitalized to try and cash efficiently run two business lines as the e&p line takes a continuous heavy capital plow back to replace reserves decline (either in drilling or acquisitions), no matter how good the e&p area is such as scoop.
moneyonomics • Apr 23, 2013 1:28 PM
...-still believe they should monetize E&P acreage and strengthen G&P. What will eroc do once SCOOP is drilled with the 300 to 600 wells and in decline? Also their acreage in far north Texas Panhandle holds value. See what apl just did in Eagleford acquisition of Teek. EROC could do something similar. they have good E&P assets but the timing to monetize them is critical and if you do not monetize how do you replace the cash flow once on decline other than make continuing acquisitions and churn/turnover your capital onstantly.
moneyonomics • Feb 27, 2013 12:17 AM
...-if they monetize scoop, then why not just sale the entire e&p and focus on midstream which is were I would speculate the longer term sustainable value is in eroc .. However I can tell they struggle internally about who they are and who they want to be. You can tell this as they indicated the cash flow comes faster from e&p than midstream, but the longer term cash flow comes from midstream; so I know the timing of E&P cash flow is important from their view; but I would suggest running two diverse asset sets, for their size, is more distracting in human and capital resource allocation than focusing on one asset base.... Again just my view I have expressed on this board before, but I think the market would reward them for that move ...and could grow over the long run in the midstream arena... -
doc assuming you are being sincere read what arbtrdr wrote about not using earnings/income as the measure of an E&P creating value. For an E&P company to determine if value is being created focus on net cash flow generated plus the npv of future reserves less debt payments. You can take these three components and a few more items and determine if an E&P company is creating Value
- Reply to
? keeps getting asked so guesstimate on value of each package of wet acreage equaling ~$5.00 unit in total. What do others guess?
by moneyonomics •May 14, 2013 10:39 PMweakside my total numbers should be in the ballpark based on acreage from their BOA presentation (only estimate I had to do was to separate wet gas from volatile oil in a few counties). so wet gas acreage numbers could be slightly skewed as others have mentioned. I also used some of the more recent acreage sales numbers I could find and extrapolated the rest. Also they said in BOA presentation that looked like they were going to have to do some JV drilling in the volatile oil window (probably around 75,000 acres) before they could place a better sales value on the acreage which meant to me no sales in 2013 and that they were pulling the very few acres black oil leases from the sale; so again numbers for wet gas leases only should be in the ball park give or take $5,000,000 or so. One last caveat as was also mentioned by others may not be able to sale some of the wet gas acres in 2013 either, as the lack of infrastructure has stranded the assets values for now; so possibly only portion on the total value I estimated for the west gas leases will be realized in 2013 and the rest pushed into the future along with the volatile oil.
-
interesting-could this have been1) the original processing plant site before moving to noble county or 2) is it another plant site or 3) did they have to buy the acreage to get a right of way on a pipeline
-
1. Noble- 1,000 net wet acres-$10,000 net acre= $10,000,000 est
2. Harrison- 1,700 net wet acres=$9,000 net acre= $15,300,000 est
3. Guernsey--est 3,600 net wet acres=$9,000 net acre= $32,400,000 est
4. Carroll- 10,900 net wet acres=$9,000 net acre= $98,100,000 est
5-Stark -est 1,500 net wet acres=$6,500 net acre= $ 9,750,000 est
6-Tuscarawas-est 2,100 net wet acres=$6,500 net acre= $13,650,000 est
7- Mahonning- 4,400 net wet acres=$4,500 net acre= $19,800,000 est
8-Trumball- 2,500 net wet acres=$4,500 net acre= $11,250,000 est
9. Columbia- 500 net wet acres=$2,500 net acre= $ 1,250,000 est
Total est 28,200 net wet acres=$7,500 ave net acre ~$211,500,000 est. or ~$5.00 unit -
so nymarv how was California, Nevada, Arizona and New Mexico. Are you ready to relocate to one of them from your retirement home in Florida? Nv also has no state income tax
-
bio looks like you will posting your countdown forever as there will be no big package sell from the story now being told by evep, just small chunks one piece at a time in wet gas window with jv drilling in volatile oil then look for a sell; all as reconfirmed at BOA conference
"... We are continuing to move forward on marketing this acreage. It’s going to be, I think, a smaller chunk than we had originally planned on a county by county basis. In the wet gas window, what we’re selling on the wet gas window acreage and the volatile oil window, there is the potential of the (side selling?) to do a joint venture or one or more joint ventures to get some drilling there...but our plan is as we said is sell some Utica acreage this year." -
idrs revert back to around an equivalent 24% way off into the future.
Note
".. Our General Partner, holder of all our incentive distribution rights, has agreed to allocate up to $3.75 million of its incentive distribution rights per quarter back to us after the General Partner receives the initial $7.0 million of incentive distribution rights per quarter.)..."