this will be growth from .5 bcf/d in 2004, to 3 bcf/d in 2013, to 7 bcf/d by 2015/2016. this is with no other new/additional projects than what is currently contracted. this was from investors day
during investor day it was stated Houston Fractionator will come on line in "June" which means should translate into ready to ship in July/Aug with pipeline ready
ny I read your posts and carefully consider them as I find them well thought out and informative . I agree with you on the issues that have surrounded etp and still see a steep climb for them out of their own mess; but my average cost in etp is around $40 unit and I can see them starting to increase the distribution again by 4th quarter of 2013. So, so yes I agree with you that sxl is the better run company/investment, but with etp I have a reasonable gain so far and a high yield with, I think, more price appreciation to come along with a distribution increase and all that time I am still receiving around twice the yield I could get directly from sxl for now, so on an npv from early 2013 going forward etp may be as rewarding as sxl if etp keeps executing on their new path .
I invest in etp as the cheaper and better yielding way to get to sxl. I know etp carries some baggage with it but it is worth the baggage to to get to sxl via etp. I also own apl and arp. As long as cohens interests are somewhat aligned with limited partners the risk is somewhat mitigated
actually i was directly invested in sxl at one point, but now invest in sxl through etp. it the cheaper more high yielding way to get access to sxl in my estimation ( l know there is baggage with etp but I feel benefit of owning sxl thru etp is worth the baggage)
ake/dreiser I have been adding to dpm since the last ipo which was a heads up from rlp. dpm has one of the deepest benches in its gp of any of the mlps. My career was with cop (p) and I worked many projects around the now dpm llc assets and early in my career was a controller over one of the larger (p) e&p/ dpm asset regions. My top five mlp holdings in order are mwe, ngls, dpm., etp ( cheaper conduit to sxl), apl
Using green ICG tissue penetration is still limited compared to gamma rays as an example.
EJNMMI Research 2013, 3:33 doi:10.1186/2191-219X-3-33
Dual-modality imaging with 99mTc and fluorescent indocyanine green using surface-modified silica nanoparticles for biopsy of the sentinel lymph node: an animal study
Makoto Tsuchimochi1,2*, Kazuhide Hayama1, Michio Toyama1, Ichiro Sasagawa2 and Norio Tsubokawa3
"...Near-infrared (NIR) imaging using indocyanine green (ICG) was recently introduced as a new option for imaging sentinel lymph nodes [6-8]. ICG has a long history of use in the clinic for testing liver function and cardiac output and for ophthalmic angiography. Recent studies have demonstrated the usefulness of ICG fluorescence imaging during sentinel lymph node biopsy in comparison to other visual dyes. This efficacy probably stems from the advantages of NIR fluorescence, which allows deeper penetration of photons into living tissue due to its decreased absorption and scattering and minimal tissue autofluorescence at the wavelengths utilized . However, tissue penetration is still limited compared to gamma rays."
from mhr cc transcript why they are selling their midstream business. logic holds for eroc splitting two businesses in some fashion (sale, split, spinoff, etc). by the way still watching for a reentry point
"And if you look at the company's total net asset value, you're an analyst, tell me what the market is valuing Eureka Hunter (midstream business) on our stock today. It's -- I don#$%$ minimal. It's like when we sold 1/4 of it to ArcLight for $100 million, the stock barely moved. So it does move when we got cash, and you're paying off debt. So I think a reason that many mid -- E&P companies divest midstream assets is for that very reason. There's a huge delta between the value given in E&P company versus a value given at a midstream and an MLP. And so that's really what it boils down to. I hope that answered your question...."
elle, most posters on investorvillage mlp and bry boards seem to be pretty sharp with something meaningful to bring to the table. both of those boards have something to offer to energy investors; mlp board specific to mlps and bry general to energy with the venerable robry825 willing to post his extensive natural gas model output before it is seen weekly from eia, etc
your yahoo e mail posted on my smart phone message but not on yahoo on pc. very interesting. i responded. thanks for link
".....New Research Proves Clinical Pathways Can Reduce Cancer Care Costs and Improve Quality While Increasing Physician Reimbursement
Cardinal Health Specialty Solutions Shares Powerful New Cancer-Care Research at 2013 American Society of Clinical Oncology (ASCO) Annual Meeting
DUBLIN, Ohio, May 21, 2013 /PRNewswire/ -- With the cost of cancer care projected to increase to $170 billion by 20201, many in the healthcare industry are looking for ways to curb that cost curve — while maintaining quality of care for cancer patients and preserving fair compensation for physicians. New research being featured later this month in poster presentations and abstracts at the 49th Annual Meeting of the American Society of Clinical Oncology (ASCO) proves that it is possible to meet all three of these seemingly contrary goals.
Cardinal Health Specialty Solutions and CareFirst BlueCross BlueShield (CareFirst), one of the largest health insurers in the Mid-Atlantic, recently completed a series of studies on the effectiveness of the nation's first clinical pathways program for oncology, which they jointly launched in 2008. Physicians within the CareFirst network worked together to develop clinical pathways — or evidence-based treatment regimens — for the treatment of breast, lung and colon cancers.
The new research shows that through the use of the Clinical Pathways program, CareFirst reduced its overall costs for treating breast, lung and colon cancers by 15 percent. These savings were primarily achieved through a 7 percent decline in emergency room visits, shorter lengths of stay in the hospital, increased use of generic medications and more appropriate use of chemotherapy. Although the overall drug spend was reduced, the reimbursement to physicians increased for both branded and generic drugs, and physicians received higher reimbursement overall.
The authors of the research contend that payor-physician collaboration was a significant factor behind the success..."
msg 30692 of 30692 at 6/13/2013 5:05:53 PM by
MattZN from mlp investorvillage board
In response to msg 30691 by clambo view thread
Re: LINE just got ugly with volume
I do think that the volatility is masking longer-term trends towards normalization. EVEP's yield is moving similarly. But, for example, over the last month OKE has actually dropped more than LINE has (though not as much as EVEP). OKE is a large-cap GP that isn't even remotely near the E&P space. The similarity is that OKE had run up a huge amount, to the point where its yield was scraping the bottom of the barrel.
Because of that I believe that what we are seeing in the medium and longer-term is as much a normalization effect as it is an interest rate effect.
As to WHY many names in the E&P space is sitting in the 10%+ yield range, the answer to that is obvious: Because due to debt/leverage levels and a lack of cash-flow, that space has become the most sensitive to interest rate changes. And I'm not talking long-term debt here (though that definitely matters). I'm talking their revolver plus any floating debt they might have. Bluntly speaking, investors are pricing these issues with the expectation that they will have to reduce their distribution.
rlp2451 • 3 hours ago on evep yahoo board
OT: Antero Resources Files $1B IPO
We are an independent natural gas and oil company engaged in the exploitation, development and acquisition of natural gas, NGLs and oil properties located in the Appalachian Basin in West Virginia, Ohio and Pennsylvania. We are focused on creating shareholder value through the development of our large portfolio of repeatable, low cost, liquids-rich drilling opportunities in two of the premier North American shale plays. We currently hold approximately 317,000 net acres in the southwestern core of the Marcellus Shale and approximately 94,000 net acres in the core of the Utica Shale. In addition, we estimate that approximately 194,000 net acres of our Marcellus Shale leasehold are prospective for the slightly shallower Upper Devonian Shale. As of December 31, 2012, our estimated aggregate proved, probable and possible reserves were 26.1 Tcfe, and our 4.9 Tcfe of proved reserves were 21% proved developed and 75% natural gas. As of December 31, 2012, our drilling inventory consisted of 4,923 identified potential horizontal well locations, approximately 79% of which are liquids-rich drilling opportunities
need to go to investorvillage navb regular board to read/access references
"....clinical trials testing the benefits of clearing out a protein that accumulates in the brains of patients with Alzheimer’s disease shared similar outcomes: failure “If we are right that a buildup of amyloid causes Alzheimer’s disease, then why were all these trials failing?” he asked rhetorically, answering: “Because by the time people qualified for treatment, by the time they already had the clinical diagnosis of Alzheimer’s disease, it was too late. The damage had been done.
That insight, combined with imaging advances that allow experts to measure levels of amyloid in the brain, has changed how researchers conduct clinical trials for Alzheimer’s, with their research focus has shifted from testing on those with dementia, now recognized as a late stage of the disease, to people who have detectable amyloid but no apparent symptoms of Alzheimer’s.
Since the presence of amyloid in the brain can precede any symptoms of Alzheimer’s disease or dementia by up to 15 years, researchers hope that early intervention can halt or slow its buildup. “It’s a huge change in the design of treatment trials,” Dr. Devous said, noting that one of the biggest advances came a year ago when the Food and Drug Administration approved the first amyloid imaging agent, called Amyvid, for use in positron emission tomography (PET) scans. Amyvid is a radiopharmaceutical that binds to amyloid plaque and “lights up” on a PET scan, allowing radiologists to identify the presence of the harmful protein. It’s being used both clinically and in research projects..."
stockbuyer you totally missed two critical points
1) the 99% positive and the 2.56% FNR puts LS in line for a sentinel lymph node biopsy claim
2) the FNR difference is 7%. if it was your life 700 basis points is a big deal
A combination of the two so they can make a deal in the near term and one in the long term? or just to pay off/down debt?
rrb are you by any chance on any of the investorvillage boards to use a pm?
2) continued . Once evep does a utica acreage sale the market will adjust its price/yield in relation to the other mlp e&p's based on how the deal value is viewed. after the first utica acreage deal evep price compared to its competitors will be adjusted by the market each time a deal is done
To me there is one big option on evep and its UUtica acreage that has not been discussed. The the recent deals Enervest has entered into, evep could make a 1031 trade with enervest its utica acreage for enervests producing acreage and improve eveps metrics immediately and no wait for utica sales