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HCLP

Posted: Mon Jun 09, 2014 7:03 am
by wturk
Dan,

What is your opinion on HCLP from the presentation Friday at the luncheon.

Thanks

Re: HCLP

Posted: Mon Jun 09, 2014 9:13 am
by dan_s
I remain very high on HCLP. Based on Laura's presentation (slide on the home page) they are ramping up production and distributable cash flows. Dividends will be increasing.

We will publish an updated profile on HCLP this month.

I will update the forecast model this morning and post it under the MLP tab.

Re: HCLP

Posted: Mon Jun 09, 2014 9:46 am
by dan_s
Hi-Crush Partners, LP (HCLP): An updated Net Income & Cash Flow Forecast model has been posted under the MLP Tab.

My Fair Value Estimate is now $56.00/unit.

See row 48 of the spreadsheet for my forecast of quarterly cash distributions per unit.