Search found 970 matches

by ChuckGeb
Mon Jul 07, 2014 8:08 pm
Forum: Picks and tips from the EP community
Topic: Lightstream for Growth & Income
Replies: 9
Views: 2637

Re: Lightstream for Growth & Income

Your reco to hang in there has been spot on on this one and I think a distribution increase might not be far off.
by ChuckGeb
Mon Jul 07, 2014 8:24 am
Forum: Picks and tips from the EP community
Topic: Lightstream for Growth & Income
Replies: 9
Views: 2637

Re: Lightstream for Growth & Income

Dividend is .04 per month.
by ChuckGeb
Tue Jun 17, 2014 4:21 pm
Forum: Picks and tips from the EP community
Topic: Parsley Energy
Replies: 4
Views: 2301

Re: Parsley Energy

Don't know. They were one of the lead underwriters so I assume so. The IPO went out at 18.50, above the original projection in the S-1. A lot of info in this article: http://seekingalpha.com/article/2241313-parsley-energy-pounces-on-well-timed-permian-opportunity Parsley has been trading down the la...
by ChuckGeb
Tue Jun 17, 2014 1:07 pm
Forum: Picks and tips from the EP community
Topic: EnerJex (ENRJD)
Replies: 6
Views: 2190

Re: EnerJex (ENRJD)

I believe their press release indicated that their registration was effective at an initial price of 23.75 with trading expected to commence 6/20.
by ChuckGeb
Tue Jun 17, 2014 12:12 pm
Forum: Picks and tips from the EP community
Topic: Parsley Energy
Replies: 4
Views: 2301

Re: Parsley Energy

Parsley Energy isa recent ipo stock, is a pure play Permian company with some prime acreage. The quiet period on ipo expired yesterday so there should be some analyst reports showing up. Raymond James had the stock as outperform.
by ChuckGeb
Wed May 21, 2014 6:41 pm
Forum: Picks and tips from the EP community
Topic: Parsley Energy IPO
Replies: 2
Views: 1619

Re: Parsley Energy IPO

I put in for some shares as well. Was told they were expecting heavy institutional demand. 44 million shares to be issued, I just want a few of those. I hope dan can get them to one of our luncheons. Pure play Permian with some really prime acreage..
by ChuckGeb
Wed Mar 19, 2014 6:42 pm
Forum: The View from Houston
Topic: Natural Gas Prices
Replies: 2
Views: 2210

Re: Natural Gas Prices

Dan, Can you add some color on the NGL marketplace and whether or not favorable pricing for the balance of year is likely to track natural gas prices. Thanks
by ChuckGeb
Wed Jan 22, 2014 4:15 pm
Forum: Picks and tips from the EP community
Topic: SFY
Replies: 14
Views: 5651

Re: SFY

I'm a but concerned that Swift's EF acreage and production is not as liquids rich as their counterparts. Anyone gave any insight on this?
by ChuckGeb
Wed Jan 22, 2014 4:12 pm
Forum: Other topics of interest
Topic: Medicare 3.8% NIIT tax bullish for MLPs
Replies: 0
Views: 1610

Medicare 3.8% NIIT tax bullish for MLPs

When taxpayers get their first shock from the new Medicare 3.8% tax on net investment income in April, I believe MLPS will become more attractive to these investors. While the NIIT applies to income from MLPS their taxable income is largely deferred due to depreciation and IDC s while providing attr...
by ChuckGeb
Thu Nov 21, 2013 4:13 pm
Forum: Picks and tips from the EP community
Topic: Lightstream (LSTMF)
Replies: 5
Views: 3038

Re: Lightstream (LSTMF)

This plan is very similar to the one adopted by Peyto several years back when they converted from an unit trust to a regular corporation. They cut their dividend in half and proceeded to substantially grow reserves and shareholder value. Additionally they recently restored half of the dividend cut. ...