Key Adjustments from last week:
- Adjusted EPB for a 7.1 million unit offering priced at $34.34 on September 11.
- Adjusted TOO for a 7.4 million unit offering priced at $27.65 on September 11.
- Adjusted VNR for a 6.0 million unit offering priced at $27.51 on September 11.
- Adjusted XTEX for a 5.7 million unit Direct Equity Placement (also called a PIPE deal: Private Investment in Public Equity) at $13.25 to Kayne Anderson on September 14.
- Big tip of the hat to Kayne Anderson on a really good deal, it closed today and is up 13.7% as of today’s closing price, so they “made” $10.3 million on that part of their XTEX position today. I had a good day today, hitting a new all-time high watermark, but still, not THAT good…
Recent Seeking Alpha Article: Gathering And Processing MLP Protocol Rankings
MLP Protocol Weekly Snapshot report: MLPP 091412 Snapshot vFree
Article explaining the theories/logic behind the Valuation Coverage Ratio and the 3 Year Forward Yield / Valuation Coverage Ratio tools.
MLP Protocol Monthly Analytics preview (current full Monthly report is longer due to the addition of the Downstream & Marketing segment)
MLP Protocol Asset Book preview (the Asset Book is updated annually)