Monthly Archives: December 2013

MLP Protocol 122713

Key Adjustments: Pioneer Southwest Energy Partners (PSE) is no longer in the Upstream MLP segment after completing its merger into Pioneer Natural Resources Company (PXD) on December 17. This week’s Free Version of the Weekly Snapshot includes a free copy … Continue reading

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Short Interest Trends for the Kinder Morgan Group 122713

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 122013

Key Adjustments: Adjusted SunCoke Energy Partners (SXCP) for its 2014 guidance (Presentation). Adjusted MarkWest Energy Partners (MWE) for its 4.75 million common unit offering on December 17 at an estimated price of  $63.40 (3% discount to prior close), 0.25 million … Continue reading

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MLP Protocol 121313

Key Adjustments: Added Valero Energy Partners LP (VLP) to the Crude and Refined Products segment after its successful IPO at $23 per unit on December 10. VLP priced 15% above the mid-point of price talk with an initial indicated yield … Continue reading

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Short Interest Trends for the Kinder Morgan Group 121213

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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CQH IPO Preview Dec 2013

Cheniere Energy Partners LP Holdings, LLC (ticker CQH) is currently out on its IPO roadshow and looking to raise $600 million by selling 30 million shares (before the over-allotment) at a mid-point price of $20. They expect to price the deal Thursday December 12. … Continue reading

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VLP IPO Preview Dec 2013

Valero Energy Partners, LP (ticker VLP) is currently out on its IPO roadshow and looking to raise $300 million by selling 15 million common units (before the over-allotment) at a mid-point price of $20 with an indicated mid-point yield of 4.25%. They … Continue reading

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