Monthly Archives: April 2014

Short Interest Trends for the Kinder Morgan Group 042814

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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Short Interest Tends for the Atlas Energy Group 042814

Below please find an update on the total number of shares and units sold short across the three Atlas Energy entities (as an indicator of how much traction Hedgeye’s short thesis is achieving in the market place once the data includes … Continue reading

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MLP Protocol 042514

Key Adjustments: Adjusted New Source Energy Partners (NSLP) for its 3.0 million (upsized slightly from 2.8 million) common unit offering at $23.25 (6.4% discount) on April 23. Adjusted SunCoke Energy Partners (SXCP) for its 2.8 million common unit offering at … Continue reading

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Short Interest Trends for the Atlas Energy Group 042214

Hedgeye publicly announced their negative view of the Atlas Energy entities yesterday  and announced plans to release their report and hold a conference call Thursday April 24. Below please find an update on the total number of shares and units sold … Continue reading

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MLP Protocol 041814

News Items: April 14 – J.P. Morgan suggests five high-yielding MLP energy infrastructure stocks April 14 – Moody’s Changes Plains All American’s (PAA) Outlook To Positive April 14 – USA Compression (USAC) filed a mixed shelf registration April 14 – … Continue reading

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MLP Protocol 041114

Key Adjustments: Adjusted Hi-Crush Partners (HCLP) for its 4.25 million common unit offering at $41.29 on April 9 and for the closing of its Augusta Facility acquisition. The offering was a one day marketed deal and was priced at the … Continue reading

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Short Interest Trends for the Kinder Morgan Group 041114

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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ENBL IPO Preview Apr 2014

Enable Midstream Partners, LP (ticker ENBL) is currently out on its IPO roadshow and looking to raise $500 million by selling 25 million common units (before the over-allotment) at a mid-point price of $20 with an indicated mid-point yield of 5.75%. … Continue reading

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Top 10 MLP Funds Apr 2014

The following chart shows the top 10 MLP focused funds, ETFs, ETNs, etc. ranked by their trailing twelve month (“TTM”) total returns as of April 4, 2014. I also included the MLP Protocol Sprint Portfolio and the Alerian MLP Total Return Index … Continue reading

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MLP Protocol 040414

Key Adjustments: Adjusted Tallgrass Energy Partners (TEP) for its Trailblazer Acquisition Adjusted Memorial Production Partners (MEMP) for its acquisitions Adjusted DCP Midstream (DPM) for the closing of its drop-down acquisition News Items: March 31 – S&P Raises El Paso Pipeline … Continue reading

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