Monthly Archives: February 2014

Short Interest Trends for the Kinder Morgan Group 022714

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 … Continue reading

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MLP Protocol 022114

Key Adjustments: Adjusted Kinder Morgan Energy Partners (KMP) for its 6.9 million common unit offering at $78.32 (2% discount to prior close) on February 18. Adjusted DCR Watch page to show some additional data in the table, including 3 Year … Continue reading

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MLP Protocol 021414

Key Adjustments: Adjusted Boardwalk Pipeline Partners (BWP) for its distribution cut for 4Q13 lowering its distribution from $0.5325 down to $0.10 (81% reduction) based on its outlook for lower operating performance and need to lower its leverage. Adjusted Navios Maritime … Continue reading

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Short Interest Trends for the Kinder Morgan Group 021214

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 … Continue reading

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MLP Protocol 020714

Key Adjustments: Adjusted OCI Partners (OCIP) distribution estimates to be modeled based upon projected methanol, ammonia and natural gas prices. Adjusted Regency Energy Partners (RGP) for the February 3 closing of its Hoover Energy acquisition. (News Releases) Adjusted NuStar Energy … Continue reading

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Slotoroff v. Kinder Morgan Inc. 020714

Yesterday Bloomberg posted an article called “Kinder Morgan Sued by Investor Over Pipeline Distributions,” noting that Jon Slotoroff, a unit holder of Kinder Morgan Energy Partners (KMP), has sued Kinder Morgan Inc. (KMI) seeking damages for alleged improper distribution of … Continue reading

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MLP Protocol 013114

Key Adjustments: Adjusted Southcross Energy Partners (SXE) for its 8.0 million unit equity offering pricing at $16.50 (8.4% discount to close prior to announcing the equity deal on January 29). News Items: January 27 – Williams, Williams Partners Realign Leadership … Continue reading

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