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Qiagen NV Message Board

tradernor 37 posts  |  Last Activity: Apr 27, 2015 4:30 PM Member since: Jul 15, 2011
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  • Based on the guidance, NSLP will make $50 million in 2015 from its two divisions, oilfield services and production.

    Net debt was $90 million in December 2014, so the leverage was below 2 times when all the other MLPs have it at 4 times and higher.

    Thanks also to the high coverage ratio ( 1 times), the Net Debt will decline further in in Q1 2014. This is why NSLP's CEO talks about opportunistic acquisitions.

    Sentiment: Strong Buy

  • NSLP is not a Chinese scam to be connected with fraud or delisting. The VP of Accounting is new and the delay must be associated with an accounting fix. NSLP's new Accounting officer was hired in February 2015.

    Magnum (MHR) experienced the same thing in late 2013 when it dropped down to $2.5. Once the issue was fixed, the stock jumped from $2.5 to $6.

  • LNG's debt keeps rising after today's debt-related news, and the CEO keeps unloading shares to the herd... or sheeple... you name it.

    The CEO sold another 200,000 shares today and pocketed $16 million, according to today's news.

    Keep up the good work, guys and keep buying what the CEO sells you! Oh my Gosh, what a herd.....

  • Reply to

    2015 EBITDA at $50+ million

    by tradernor Mar 25, 2015 2:33 AM
    tradernor tradernor Mar 25, 2015 2:56 AM Flag

    NSLP's Coverage Ratio in Q1 2015 will be at least 2 times.

    Specifically, NSLP will have DCF at approximately $8 million in Q1 2015, while the distribution paid in Q1 2015 is $3.3 million ($0.20 x 16 million units).

    Therefore, the surplus of $4 million can reduce the debt in Q1 2015 even further bringing the low leverage even lower. This will continue in the next quarters.

    Sentiment: Strong Buy

  • tradernor tradernor Mar 4, 2015 8:25 AM Flag

    Do not also forget that the previous debt was for LNG's subsidiary and it was issued just one week ago.
    And, it went overnight from $1 billion to $2 Billion!!
    Hey CEO, do not worry, keep unloading your shares and keep selling debt to the herd....

    HOUSTON, Feb. 26, 2015 /PRNewswire/ -- Cheniere Energy Partners, L.P. ("Cheniere Partners") (NYSE MKT: CQP) announced today that its wholly owned subsidiary, Sabine Pass Liquefaction, LLC ("Sabine Pass Liquefaction"), has upsized and priced its previously announced offering of Senior Secured Notes due 2025 (the "SPL 2025 Notes"). The principal amount of the offering has been increased from the initially announced $1.0 billion to $2.0 billion. The SPL 2025 Notes will bear interest at a rate of 5.625% per annum and will mature on March 1, 2025. The SPL 2025 Notes are priced at par. The closing of the offering of the SPL 2025 Notes is expected to occur on March 3, 2015.

  • tradernor tradernor Mar 4, 2015 8:28 AM Flag

    Hey HERD, enjoy:

    Insider Selling: Cheniere Energy CEO Sells $15,896,000.00 in Stock (LNG)
    Posted by Scott Davis on Mar 3rd, 2015

    Cheniere Energy (NYSE:LNG) CEO Charif Souki sold 200,000 shares of Cheniere Energy stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $79.48, for a total value of $15,896,000.00. The transaction was disclosed in a filing with the SEC, which is available at this link.

  • Reply to

    Silver Dollar Pipeline

    by mailman6705 Jan 31, 2015 1:29 PM
    tradernor tradernor Feb 7, 2015 3:09 AM Flag

    Did you see the great news today about the subject pipeline? JPEP expands it

    " The project will be accretive to distributable cash flow per unit upon completion" !

    This means more dividend for the shareholders!

    Thanks also to JPEP's very low leverage because it paid its debt in Q4 2014 from the IPO proceeds, it will fund this expansion with bank debt. And they still have a lot of room to borrow more money until their debt/EBITDA ratio reaches 4 times, which is the typical ratio for the Midstream MLPs.

  • Reply to

    Get real

    by jbcguy Apr 10, 2015 12:50 PM
    tradernor tradernor Apr 10, 2015 1:56 PM Flag

    The usual suspect is here again....jbcguy alias...jbcguy, you have been promoting BBEP for months now. BBEP the heavily indebted Upstream player has collapsed because its net debt to 2015 EBITDA is 5 times! Sorry.

    No matter what you claim about NSLP, the guidance is completely different.
    According to the latest guidance and the latest prsentation, NSLP will make $50 million EBITDA in 2015 from both its divisions, energy services and Upstream. Coverage ratio is much higher than 1 times.

    From Upstream only, NSLP will make about $35 million according to the latest guidance. The rest is coming from the Upstream division which is 80% hedged for 2015. Sorry.

  • tradernor tradernor Apr 12, 2015 2:29 PM Flag

    Concur, simple math. Actually, NSLP does not need to use ALL the FREE CF to reduce its long term debt in 2015.

    NSLP can use SOME of it to make opportunistic acquisitions. This is why, the CEO said that NSLP might make some opportunistic acquisitions in 2015:

    "During the fourth quarter 2014 and continuing into the beginning of 2015, there has been significant pressure on commodity and oilfield services prices which has had an impact on our business," said Kristian Kos, Chairman and Chief Executive Officer. "We are controlling our costs by curtailing our drilling program at the current commodity prices and focusing on internal cost reduction efforts across both of our divisions. We continue to work with our customers to help them optimize their own cost structures. As a result of our efforts, we believe we will emerge more efficient as a result of the current downturn, and positioned to take advantage of any opportunities in 2015."

    It is clear that NSLP has enough FREE operating cash flow to pay 8% dividend, reduce further the long term debt and make opportunistic acquisitions in 2015.

    Sentiment: Strong Buy

  • Reply to

    2015 EBITDA at $50+ million

    by tradernor Mar 25, 2015 2:33 AM
    tradernor tradernor Apr 14, 2015 4:25 AM Flag

    hey zappa.bull a.k.a. Forest Gump of this board,

    you do not seem to understand about the numbers you read although other posters explain it with details that NSLP can afford to give AT LEAST 8% distributions effective May 2015. Instead, you keep posting nonsense and blah blah blah.

  • tradernor tradernor Apr 14, 2015 4:30 AM Flag

    Simple math but zappa.bull alias a.k.a. Forrest Gump of this board does not get it. And he keeps posting nonsense and blah blah blah.

    Sentiment: Strong Buy

  • Reply to

    Bearish SA article just out....

    by itsanhol Feb 24, 2015 7:00 AM
    tradernor tradernor Feb 24, 2015 1:14 PM Flag

    Yes, this article from Seeking Alpha seems to be bearish. It is also posted at Google Finance under KWKA ticker.

  • tradernor tradernor Mar 25, 2015 2:36 AM Flag

    MEMP has too much debt. MEMP's debt to 2015 EBITDA is higher than 4 times !

    NSLP's debt to EBITDA is below 2 times.
    NSLP has also diversification because it has two divisions.

    You had better sell MEMP asap.

  • Reply to

    2015 EBITDA at $50+ million

    by tradernor Mar 25, 2015 2:33 AM
    tradernor tradernor Apr 9, 2015 3:04 AM Flag

    Agree with all these facts, guys.

    But, there is an alias here "zappa.bull" who has been posting clueless posts over the last 2 months. In his latest one, "Zappa" alias called an analyst (LOL) who told him that NSLP has problems (LOL). Therefore, "Zappa" boy thinks to sell, as he says.

    Selling a stock that "Zappa" boy will have problems to sell a stock that he never had, but let's show him that we believe him. Let's make him feel better. Yes, "Zappa" Boy, it has problems, so sell and go away!

    Sentiment: Strong Buy

  • tradernor tradernor Mar 5, 2015 5:02 AM Flag

    However, the herd mentality is unbeatable....this is why it is so catastrophic....

  • tradernor tradernor Apr 22, 2015 2:24 AM Flag

    zappa Gump, we talk for just $30 million here. This is an amount they can collect from friends only. Keep also in mind that NSLP's Coverage ratio is much higher than 1 times, and the company has the lowest Net Debt to EBITDA ratio relative to its counterparts.

  • Reply to

    strange

    by jimjones62 Apr 27, 2015 11:55 AM
    tradernor tradernor Apr 27, 2015 4:26 PM Flag

    Forest Gump aka otc steve, read the PR next time. We talk for the GP here. We do not talk for NSLP, moron. The CEO does NOT leave.

    And, do not judge too quickly, when it comes to these $20-30 millions.

  • tradernor by tradernor Mar 25, 2015 3:03 AM Flag

    I think VNR has to reduce its leverage which is currently higher than 4 times. VNR management is good and I hope they will do it.

    Among the Upstream MLPs, I own NSLP which has also an energy services division for diversification.

  • tradernor tradernor Apr 10, 2015 2:45 PM Flag

    Concur. Things are clear. $30 million in notes for such a good company ain't a big deal. But the usual suspects who are coming from heavily indebted BBEP are here, misleading again and again.

  • tradernor tradernor Apr 14, 2015 4:28 AM Flag

    The number of these usual suspects rose lately...zappa.bull a.k.a. the Forrest Gump of the board is their flagship of course.

    Sentiment: Strong Buy

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