Monthly Archives: May 2014

MLP Protocol 053014

Posted on May 31, 2014 by Philip Trinder

MLP Protocol Weekly Snapshot report: (click to open) MLPP 053014 Snapshot vFree The MLP Protocol Sprint Portfolio Position Report for May 2014 is now available (based on May 2, 2014 closing prices), the June 2014 report will be available after June 2. MLP Data: Weekly Intelligence For Master Limited Partnership Investors

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Short Interest Trends for the Kinder Morgan Group 052814

Posted on May 28, 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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Short Interest Trends for the Atlas Energy Group 052814

Posted on May 28, 2014 by Philip Trinder

Below please find an update on the total number of 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). The following chart shows the … Continue reading →

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MLP Protocol 052314

Posted on May 26, 2014 by Philip Trinder

News Items: May 19 – StoneMor Partners L.P. Announces $130 Million Commitment by Private Investment Firm May 19 – Enterprise Products Begins Exporting Refined Products from Beaumont Marine Terminal May 20 – Tesoro Logistics (TLLP) Announces Conversion of Subordinated Units … Continue reading →

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MLP Protocol 051614

Posted on May 18, 2014 by Philip Trinder

Key Adjustments: Adjusted ONEOK Partners (OKS) for its 12.1 million common unit offering (upsized from 11 million units) at $52.94 (3.5% discount) on May 12. Adjusted USA Compression Partners (USAC) for its 6.6 million common unit offering (1 million units … Continue reading →

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Short Interest Trends for the Atlas Energy Group 051214

Posted on May 12, 2014 by Philip Trinder

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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Short Interest Trends for the Kinder Morgan Group 051214

Posted on May 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 050914

Posted on May 11, 2014 by Philip Trinder

Key Adjustments: Adjusted Martin Midstream Partners (MMLP) for its 3.6 million common unit offering at $41.51 (4% discount) on May 6 and made pro forma adjustments for their announced $135 million acquisition of interests in West Texas LPG Limited from … Continue reading →

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GLOP IPO Preview May 2014

Posted on May 5, 2014 by Philip Trinder

GasLog Partners, LP (ticker GLOP) is currently out on its IPO roadshow and looking to raise $168 million by selling 8.4 million common units (before the over-allotment) at a mid-point price of $20 with an indicated mid-point yield of 7.5%. They … Continue reading →

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MLP Protocol 050214

Posted on May 4, 2014 by Philip Trinder

Key Adjustments: Adjusted EQT Midstream Partners (EQM) for its 10.75 million common unit offering (upsized from 8.75 million units) at $75.75 (1.7% discount) on May 1 and made pro forma adjustments for its announced $1.18 Billion Jupiter Gathering System drop … Continue reading →

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