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Enterprise Products Partners L.P. Message Board

pipelinewave 42 posts  |  Last Activity: Jun 24, 2016 12:36 PM Member since: Apr 5, 2001
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  • Reply to

    Rumor is that VNR-

    by canyontraveler Jun 22, 2016 2:43 PM
    pipelinewave pipelinewave Jun 24, 2016 12:36 PM Flag

    Vnr has revised this qtrs earnings estimate five times now, each time it has increased by.10! Something big is going on with earnings! I bought 10k on the drop, I now own 30k in shares

    Sentiment: Strong Buy

  • Reply to

    Rumor is that VNR-

    by canyontraveler Jun 22, 2016 2:43 PM
    pipelinewave pipelinewave Jun 23, 2016 4:17 PM Flag

    Idiot....do you have any idea what you spewed.......meaningless dribble

    Sentiment: Strong Buy

  • pipelinewave by pipelinewave Jun 23, 2016 4:08 PM Flag

    Monsanto settled with Argentina over soybean dispute, Bayer is divesting radiology group, etc. All part of the process folks, just a matter of time. Monsanto is making itself look more attractive so Bayer shareholders don't balk. Start thinking $135.00 on the offer! This is a done deal!

    Sentiment: Strong Buy

  • Reply to

    Rumor is that VNR-

    by canyontraveler Jun 22, 2016 2:43 PM
    pipelinewave pipelinewave Jun 23, 2016 11:37 AM Flag

    As I have stated, NG prices have gone up .50mmcf and oil has stabilized at around $45-55. NGL liquids has gone up too. THE LAST QTR WE MADE AROUND 80 MILLION, WE WILL MAKE DOUBLE THAT AMOUNT EASILY THIS QUARTER!!!!!!!!!! This is a minimum $5.00/share right now!!!

    If canyontraveler is correct or even half correct and they pay down half the debt, this is a $3.50 share minimum. As I have stated, if they have three consecutive quarters of 180 mil plus, this is a $15.00 share once again!

    Yes I own 20K shares plus! If they announce earnings early, that will be the signal that they plan to pay off debt and it was a huge quarter!!!!

    Waiting for all the 'financial analysts' to start raising their sentiments from sell to strong buy. It is coming!!!!

    Sentiment: Strong Buy

  • Reply to

    VNR - what the hell?

    by cwpete2 Jun 16, 2016 2:31 PM
    pipelinewave pipelinewave Jun 17, 2016 1:23 PM Flag

    One thing I find real funny is that all the insider buying took place at around $14.00/share and there has been zero sales by the insiders! In fact, there have been more purchases, obviously to average down, watch to see if a new list of insiders is posted shortly! ThAt means it will be a huge qtr.

  • Reply to

    VNR - what the hell?

    by cwpete2 Jun 16, 2016 2:31 PM
    pipelinewave pipelinewave Jun 16, 2016 2:50 PM Flag

    Quite a bit of insider buying in May, perhaps a lot of shorting activity. NG prices are high, oil prices are stable, credit is a non-issue this quarter as they have already come close to doubling last qtr.'s performance. Something fishy here!!

    Sentiment: Strong Buy

  • In just the last two weeks, the price of natural gas has increased by $0.45/mmbtu. The January, 2017 NYMEX contract, which will be the front month contract by late November, closed at $3.32/mmbtu on June 10th. The oil and gas prices you see quoted in the business news each day are the front month NYMEX contracts.
    The reason for the sharp move in the gas price is awareness by the speculative traders that our gas market is going to be a lot tighter heading into next winter. U.S. production is now falling by over 400 MMcf per day month-after-month, primarily because the associated gas from horizontal wells in the oil shale plays is dropping like a rock. Gas from the Eagle Ford shale play in South Texas is falling by over 200 MMcf per day. At this rate of decline, we will have 4 to 5 Bcf per day less gas supply heading into the heating season than we had a year ago. Five percent less supply will have a significant impact on gas prices

    Five coal fired power plants and a nuclear power plant are being replaced by gas fired plants this year. Plus, the weather forecast for July is HOT for the eastern U.S., which will significantly increase demand from our gas fired power plants. Gas fired power plants now produce more electricity than coal fired power plants in the U.S.

    Over 90 percent of new homes built in the U.S. are heated with natural gas, so residential space heating demand goes up each year.

    Natural gas in storage is high for this time of year thanks to a mild winter, but a hot summer should bring storage levels back to normal by the time the next winter heating season begins. If that happens, the price of natural gas in the first quarter of 2017 should top $4.00/mmbtu.

    I'm real skeptical about today's drop it looks like pure manipulation. I hold 10000 shares plus, I guess could double down on this at this price. NG prices look to go up dramatically as does oil.

    Sentiment: Strong Buy

  • Reply to

    Natural Gas UP 6% today, why then is VNR down?

    by marknrc Jun 9, 2016 12:05 PM
    pipelinewave pipelinewave Jun 9, 2016 12:35 PM Flag

    Mark, a lot of the majors and independents are down today. NG is high, oil I high for the year, can't figure it out. Market pullback a little today. Kind of hoping for a big surge soon. Hot weather drives up demand for NG as several power plants are converting to run off NG. As I stated on another VNR thread, VNR should be surging to 5 right now. Based on today's prices and jumping into the 3rd qtr. soon, VNR might be able to pay off it's debt ahead of schedule, have money left over for capital and divvy!!!!

  • Reply to

    Eagle Ford, Permian Basin

    by pipelinewave Jun 7, 2016 9:06 AM
    pipelinewave pipelinewave Jun 8, 2016 5:02 PM Flag

    see jeff's note above.

    Sentiment: Strong Buy

  • pipelinewave pipelinewave Jun 8, 2016 10:13 AM Flag

    NG is at 2.48 and oil is at $50plus/barrel. 1st qtr conditions were $30/barrel oil and $1.60 NG. Anyone with some math skills can figure out what is next. The current price is grossly low and I'm surprised some of the 'financial analyst' haven't upgraded VNR. I believe they made 76-82 mil in the 1st qtr. This is a slam dunk 150 - 175 mil qtr in profits, this upcoming qtr! If these prices stay or go up, we are looking at a 200-250mil profit in the 3rd qtr. If today's IEA inventory report comes out positive as having crude draws, we could see a huge surge. You are seeing it now with BP, Shell, some of the other upstream producers. VNR has been seriously lagging. Should be at a minimum of $3.00/share now. $6.00 by the end of July. Again two or three positive quarters in a row and we should be back at a minimum of $10-12/share. As I stated I own over 14,000 shares.

    Sentiment: Strong Buy

  • Reply to

    SGYP a scam! A ponzy scheme!

    by aisan0110 Jun 7, 2016 12:09 PM
    pipelinewave pipelinewave Jun 7, 2016 12:16 PM Flag

    Aisan,

    Here's a bigger problem for you to deal with. Today's volume indicates significant accumulation by someone. Two more days at these levels and SGYP has been acquired by someone. Chew on that for awhile!

  • Reply to

    Eagle Ford, Permian Basin

    by pipelinewave Jun 7, 2016 9:06 AM
    pipelinewave pipelinewave Jun 7, 2016 12:10 PM Flag

    Donna, forgot one item Eagle ford is buried in the Gulf Coast section of Operations!

  • Reply to

    Eagle Ford, Permian Basin

    by pipelinewave Jun 7, 2016 9:06 AM
    pipelinewave pipelinewave Jun 7, 2016 12:09 PM Flag

    Donna, I like to look at the percentages of oil versus gas production. The two real big oil producers are in the Wyoming/Montana area. A few refineries out there for outlets. Those are Williston and Big Horn Fields both producing above 80% plus oil.

    Again, I think there is a lot to look forward to this upcoming quarter. A lot of guys understand Eagle Ford and Permian production and what that means in dollars and cents. Bottom line is VNR is going to have a huge quarter!!!!

  • Reply to

    Eagle Ford, Permian Basin

    by pipelinewave Jun 7, 2016 9:06 AM
    pipelinewave pipelinewave Jun 7, 2016 11:02 AM Flag

    I'll get you a production Map for VNR operations.

  • pipelinewave by pipelinewave Jun 7, 2016 9:06 AM Flag

    Production going up, new drilling taking place, looks good. Check your VNR production maps, We are in Eagle Ford and Permian Basin. VNR will do real well this quarter!!! Stage one of big comeback is coming. Oil prices should remain around 45-60, VNR will do real well!!!

  • Reply to

    Break-up fee

    by m1019us Jun 3, 2016 1:58 PM
    pipelinewave pipelinewave Jun 3, 2016 4:16 PM Flag

    When is the last time the EU or SEC or DOJ shot down a merger? Pretty remote this will happen.

  • pipelinewave by pipelinewave Jun 2, 2016 6:20 PM Flag

    I guess I failed to mention that natural gas prices are rising very nicely now. If we stay above 2.30, VNR's profit for this qtr. will likely be around100-120 million. If oil maintains around 50/barrel, we could see 140 million profit this qtr. We owe a debt payment of around 20 mil. IF VNR wanted to, they could pay off their whole debt here this qtr, if pricing holds up. Believe it or not folks, VNR is a 3-4 stock right now!!! Don't want to be short here.

  • pipelinewave pipelinewave Jun 2, 2016 3:17 PM Flag

    German drugs and crop chemicals group Bayer AG, which has made a $62 billion bid for U.S. seeds company Monsanto Co, has secured a 60 billion euros ($67 billion) loan facility that can be expanded up to 75 billion euros, Handelsblatt daily reported on Thursday.

    Bayer AG secured the bridge loan on Wednesday from Bank of America Merrill Lynch, Credit Suisse, HSBC , Goldman Sachs and JP Morgan, the German newspaper reported, citing people familiar with the matter.

  • pipelinewave by pipelinewave Jun 1, 2016 4:28 PM Flag

    Vanguard Natural Resources ( VNR) has gotten more breathing room following a credit review of the oil and gas partnership's borrowing base last week. The terms weren't particularly favorable: the borrowing base was reduced by 26 percent to $1.3 billion which means the partnership is now overdrawn by nearly $100 million, not including $40 million the company has in cash on hand. Vanguard Natural Resources was granted six months to pay up the difference, which takes them to December, roughly when it is subject to its autumn credit review. But, some analysts have taken a positive view of this partnership, which, like other master limited partnerships, was particularly attractive to dividend hungry investors. Just last week, an analyst team at Stifel Nicolaus raised its rating on the company to HOLD from SELL and said, 'near-term risks for the partnership are removed,' following the credit review. In a call with analysts last month, CEO Scott Smith said, 'This is not the first down cycle we've been through, and as history has shown, it certainly will not be the last.'

    Last quarter VNR made 86 million with low oil and low NG prices. Me thinks this problem goes away in the 3rd qtr! I see a doubling of the price by then.

  • Reply to

    Nick Tiller says Shell is worth at least 100/share

    by nuff101 May 5, 2016 4:49 PM
    pipelinewave pipelinewave Jun 1, 2016 7:19 AM Flag

    Nick needs to learn a little about the oil industry. At best Shell will see 70-80 for the next five years. The glut will last 1-2 years due to excessive capacity. Majors and oil producing countries are cutting long term capital, but have to pump out gluts of oil to pay their bills. It's a no win situation. OPEC will likely disband as it is every man for himself for the next few years.

    Look I own a lot of shares of Shell and accumulate under 45. We are going back to 45. My view is Shell can be profitable with $50/barrel oil. The spent too much on BG given the current nG prices. I could see Shell at 60-65 this same time next year. That is what I am hoping for. 100, keep dreaming for the next ten years, maybe! US is sitting on more oil than the Mideast and Russia combined. Technology is there, we just need to snap our fingers and make it happen again. In the meantime, the technology to run on alternative energies keeps growing. By the way, the great state of Michigan sits on one of the largest oil reserves in the world!!! It's untapped!! IT will be the next North Dakota when OPEC rears it's ugly head!

EPD
28.48-0.94(-3.20%)Jun 24 4:04 PMEDT