Tag Archives: Master Limited Partnerships

MLP Protocol 032913

Posted on March 31, 2013 by

Key adjustments from last week: Adjusted CLMT for a 5.25 million unit equity offering at $37.50 on March 25. Adjusted ACMP for a 9.0 million unit equity offering at $39.86 on March 26. In the full Subscriber Version of the … Continue reading →

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MLP Protocol 032213

Posted on March 23, 2013 by

I had expected the start of some weakness this past week, but clearly I was wrong on that front as the Alerian MLP Index impressively closed the week up another 3% at another all-time weekly closing high. I still won’t … Continue reading →

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MLP Protocol 031513

Posted on March 16, 2013 by

Key adjustments from last week: Adjusted EROC for a 9 million unit equity offering (upsized from an original deal size of 8 million units) at $9.31 on March 12. The MLP Protocol Monthly Analytics Report for March is now available, the April 2013 report … Continue reading →

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CenterPoint, OGE Energy and ArcLight Go Big in the MLP Game

Posted on March 15, 2013 by

Just a quick heads up that last night CenterPoint Energy Inc. (“CNP”), OGE Energy Corp. (“OGE”) and ArcLight Capital Holdings, LLC announced plans to combine $10.7 billion of midstream assets into an MLP structure. They intend to pursue an IPO after initially forming the … Continue reading →

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Deloitte Oil and Gas Conference Summary Report

Posted on March 14, 2013 by

I just posted a copy of the summary report from Deloitte’s 2012 Oil & Gas Conference: A new world of opportunity on the MLP Resources page (click MLP Resources tab above to view full report). The report is a great summary of … Continue reading →

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MLP Protocol 030813

Posted on March 9, 2013 by

Key adjustments from last week: Adjusted WPZ for an 11.25 million unit equity offering at $49.14 and the private placement of an additional 3 million units to Williams Companies, Inc. (WMB) on March 4. Adjusted QRE for the recently announced conversion … Continue reading →

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Recent MLP IPO Roadshows USAC CVRR SXCP NSLP

Posted on March 4, 2013 by

New Source Energy Partners L.P. (NSLP) NSLP IPO Roadshow Slides 020713 SunCoke Energy Partners, L.P. (SXCP) SXCP Roadshow Slides Jan 2013 CVR Refining, L.P. (CVRR) CVRR Roadshow Slides Jan 2013 USA Compression Partners, L.P. (USAC) USAC Roadshow Jan 2013

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MLP Protocol 030113

Posted on March 3, 2013 by

Key adjustments from last week: Adjusted EEQ for a 9 million share equity offering at $26.44 on February 25. Adjusted CQP for a 17.6 million unit direct equity offering at $20.75 on February 25. Adjusted DPM for an 11 million … Continue reading →

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MLP Protocol 022213

Posted on February 24, 2013 by

Key adjustments from last week: Adjusted KMP for a 4.0 million unit equity offering at $86.35 on February 21. As mentioned in the Investing as War post, the paid subscriber version of the Weekly Snapshot included a short section ranking … Continue reading →

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Investing as War

Posted on February 23, 2013 by

One analogy that comes to mind when thinking about the market in a big picture sense is that of all-out war. Every market participant wants to win that war and generate better returns than their competitors and make no mistake, … Continue reading →

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