Monthly Archives: November 2013

Short Interest Trends for the Kinder Morgan Group 112813

Posted on November 28, 2013 by Philip Trinder

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

Posted on November 24, 2013 by Philip Trinder

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

Posted on November 17, 2013 by Philip Trinder

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

Posted on November 13, 2013 by Philip Trinder

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 110813

Posted on November 10, 2013 by Philip Trinder

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

Posted on November 8, 2013 by Philip Trinder

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

Posted on November 4, 2013 by Philip Trinder

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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MLP Protocol 110113

Posted on November 3, 2013 by Philip Trinder

Key Adjustments: Enhanced Top 20 tables and other ranking tables to automatically color code tickers red if they have ever cut their distributions and orange if they are Variable rate MLPs (so no need to look it up anymore on the … Continue reading →

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