Monthly Archives: November 2013

Short Interest Trends for the Kinder Morgan Group 112813

Below please find an update on the total number of shares and units sold short across the four Kinder Morgan entities (as an indicator of how much traction Hedgeye’s short thesis is achieving in the market place). The following chart shows … Continue reading

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MLP Protocol 112213

Key Adjustments: Adjusted Oiltanking Partners (OILT) for a 2.6 million common unit offering at $61.65 on November 18 (4.3% discount to close, offering was upsized from 2.6 million units). Adjusted Tesoro Logistics Partners (TLLP) for a 6.3 million common unit offering at … Continue reading

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MLP Protocol 111513

Key Adjustments: Adjusted Crestwood Midstream Partners LP (CMLP) for its acquisition of Arrow Midstream Holdings, LLC (“Arrow”) for approximately $750 million. (Press Release) Added Dynagas LNG Partners (DLNG) after its IPO at $18 on November 12, initial indicated yield of 8.1%. … Continue reading

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Short Interest Trends for the Kinder Morgan Group 111313

Below please find an update on the total number of shares and units sold short across the four Kinder Morgan entities (as an indicator of how much traction Hedgeye’s short thesis is achieving in the market place). The following chart shows … Continue reading

Posted in Kinder Morgan Group Short Interest | Tagged , , , , , , , , , , , ,

MLP Protocol 110813

Key Adjustments: Adjusted Enterprise Products Partners (EPD) for an 8 million unit offering at $62.05 on November 4 (upsized from 7.5 million, 2.3% discount to prior close). Added Arc Logistics Partners (ARCX) after its IPO at $19 on November 5, initial … Continue reading

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DLNG IPO Preview Nov 2013

Dynagas LNG Partners, LP (ticker DLNG) is currently out on its IPO roadshow and looking to raise $250 million by selling 12.5 million common units (before the over-allotment) at a mid-point price of $20 with an indicated mid-point yield of 7.3%. They expect … Continue reading

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MEP IPO Preview Nov 2013

Midcoast Energy Partners, LP (ticker MEP) is currently out on its IPO roadshow and looking to raise $370 million by selling 18.5 million common units (before the over-allotment) at a mid-point price of $20 with an indicated mid-point yield of 6.25%. … Continue reading

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