Monthly Archives: August 2012

MLP IPO Review: Hi-Crush Partners, L.P. (“HCLP”)

Posted on August 15, 2012 by Philip Trinder

My thoughts on the HCLP IPO can be found in a Seeking Alpha article here: MLP IPO Review: Hi-Crush Partners, L.P. A video of the HCLP roadshow can be found here: HCLP Roadshow  The HCLP roadshow presentation will be removed on … Continue reading →

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MLP IPO Review: Northern Tier Energy, L.P. (“NTI”)

Posted on August 10, 2012 by Philip Trinder

UPDATE 111212: NTI just announced its first prorated 3Q12 distribution of $1.48 per unit, substantially outperforming the estimates from the IPO Prospectus. The Variable Distribution policy MLPs are great on the way up. We are currently in the “I’m a Genius!!” phase shown in the … Continue reading →

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