Monthly Archives: March 2014

MLP Protocol 032814

Posted on March 30, 2014 by Philip Trinder

Key Adjustments: Adjusted Exterran Partners (EXLP) for its 5.4 million common unit offering at $28.26 (4.2% discount) on March 27 and made pro forma adjustments for their MidCon Compression acquisition. News Items: March 25 – Memorial Production (MEMP) Acquires Eagle … Continue reading →

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Short Interest Trends for the Kinder Morgan Group 032614

Posted on March 26, 2014 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 … Continue reading →

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MLP Protocol 032114

Posted on March 21, 2014 by Philip Trinder

Key Adjustments: Adjusted OCI Partners (OCIP) for 4Q13 results, updated guidance and the planned timing change for its debottlenecking project, moving it into the fourth quarter of 2014 instead of the third quarter. Adjusted Regency Energy Partners (RGP) for the … Continue reading →

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MLP Protocol 031414

Posted on March 14, 2014 by Philip Trinder

Key Adjustments: Adjusted Crosstex Energy Partners (XTEX, now ENLK) and Crosstex Inc. (XTXI, now ENLC) for the merger with Devon Energy’s (DVN) midstream assets and the name change to EnLink Midstream. EnLink Midstream will be publicly traded through two entities: … Continue reading →

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Short Interest Trends for the Kinder Morgan Group 031214

Posted on March 12, 2014 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 … Continue reading →

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MLP Protocol 030714

Posted on March 9, 2014 by Philip Trinder

Key Adjustments: Adjusted Atlas Resource Partners (ARP) for its 5.5 million common unit offering at $21.18 (4.1% discount) on March 3. Adjusted Vanguard Natural Resources (VNR) for its offering of 7.0 million Series B Preferred Units (VNRAP) at $25 per … Continue reading →

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MLP Protocol 022814

Posted on March 2, 2014 by Philip Trinder

Key Adjustments: Adjusted DCP Midstream Partners (DPM) for its 12.5 million common unit offering at $48.90 (3.1% discount) on February 26. Added Yield Plus Growth data and charts. (Subscriber Version) News Items: February 24 – TransMontaigne Partners L.P. Announces That It … Continue reading →

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