Monthly Archives: January 2014

Short Interest Trends for the Kinder Morgan Group 012814

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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NADL IPO Roadshow Slides Jan 2014

North Atlantic Drilling, Ltd. (ticker NADL) roadshow presentation in pdf format (click to open): NADL Roadshow Slides Jan 2014 Link to the roadshow video (it will be removed the night the IPO prices, estimated to be on January 28): Roadshow Video North Atlantic Drilling SEC Filings NADL will … Continue reading

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MLP Protocol 012414

Key Adjustments: Adjusted American Midstream Partners (AMID) for its 3.4 million unit equity offering pricing at $26.75 (4% discount to close prior to announcing the equity deal on January 22) and made pro forma adjustments for the planned acquisition. News … Continue reading

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BPT and the Joy of Financial Modeling

After having some fun discussions on a Seeking Alpha article and some discussions on Twitter I decided to put together a very basic projection model for BP Prudhoe Bay Royalty Trust. I have no positions related to BPT at all and … Continue reading

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RICE IPO Roadshow Slides Jan 2014

Rice Energy Inc. roadshow presentation in pdf format (click to open): RICE Roadshow Slides Jan 2014 Link to the roadshow video (it will be removed the night the IPO prices, estimated to be on January 23): Roadshow Video RICE will not be added to the MLP Protocol … Continue reading

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MLP Protocol 011714

Key Adjustments: Added Cypress Energy Partners (CELP) to the Gathering & Processing MLP segment after its successful IPO at $20 on January 14. CELP is not a perfect fit in that segment since it is Salt Water Disposal and Pipeline … Continue reading

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HELI IPO Roadshow Slides Jan 2014

CHC Group Ltd. roadshow presentation in pdf format (click to open): HELI Roadshow Jan 14 Link to the roadshow video (it will be removed the night the IPO prices, Jan 16 so later tonight): Roadshow Video HELI will not be added to the MLP Protocol … Continue reading

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