Antero Midstream(AMGP)

pegcap2019-01-04 03:18

回复@Gophy: AM和AMGP是差不多。一点细微差别, 1) 如果deal 2月前完不成，AM可以再拿一期比AMGP高的分红. 2) 万一deal出什么幺蛾子不能完成，AM更保险一点。 文中提到, AR实在非常便宜, 但不是很看好EP类公司, 主要两个原因, 1) 页岩油技术革命后，供大于求，只要价格起来一点，供给马上上来。 2) ...查看全文

黑色面包2018-12-21 07:15

回复@皮萄: 没有。raymond james昨天出了个看空ar的报告，没有新观点，旧观点蠢且错。但在这种盲目恐慌的阶段，放个屁市场也会被吓得撒尿。ar要倒闭了，嗯，所以amgp没有天然气可以运输也要倒闭了～～大家卖出吧，砸盘吧，我自己的公司年底马上要分红了，正怕股价涨回去呢 /...查看全文

李dong1232018-10-10 08:30

Good Trade！
AR的反应明显没有AM和AMGP好，市场对于AR未来的开采、销售计划仍然不是太买单，确实很让人费解。//@黑色面包:回复@黑色面包:$Antero Midstream Partners LP Common Units representing limited partner interests(AM)$ $Antero Midstream GP LP of Beneficial Interests(AMGP)$ ...查看全文

Max在路上2018-10-10 07:16

我刚打赏了这个帖子 ¥6，也推荐给你。谢谢面包老师分享//@黑色面包:回复@黑色面包:$Antero Midstream Partners LP Common Units representing limited partner interests(AM)$ $Antero Midstream GP LP of Beneficial Interests(AMGP)$ 可以给这篇文章画上句号了。结局比我想象的更好。二...查看全文

黑色面包2018-10-10 04:30

$Antero Midstream Partners LP Common Units representing limited partner interests(AM)$ $Antero Midstream GP LP of Beneficial Interests(AMGP)$ 可以给这篇文章画上句号了。结局比我想象的更好。二月底三月初的文章，到现在7个半月，手里的AM从买入均价$26.4收涨于$33.93，算上分红回报为31...查看全文

黑色面包2018-08-02 10:51

我觉得还需要明天听一下CC吧。总体来说没啥特别的，基本都跟着管理层的五年计划在走。到年底EBITDAX乘数大概5倍，增速大概在25%，Debt/EBITDAX应该能降到2倍以下，这个季度是2.6倍，比起去年的3.5倍已经降了1x。预期今年营业额43亿美金，按现在市值算市销率不到1.5，而且营业额明年大概率还会15%+...查看全文

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 425 - Prospectuses and communications, business combinations Filed: 2018-10-10 AccNo: 0001104659-18-061239 Size: 1 MB 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 8-K - Current report Filed: 2018-10-10 AccNo: 0001104659-18-061231 Size: 1 MBItem 1.01: Entry into a Material Definitive AgreementItem 3.02: Unregistered Sales of Equity SecuritiesItem 5.03: Amendments to Articles of Inco...

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 425 - Prospectuses and communications, business combinations Filed: 2018-10-09 AccNo: 0001104659-18-060938 Size: 3 MB 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 8-K - Current report Filed: 2018-10-09 AccNo: 0001104659-18-060937 Size: 3 MBItem 7.01: Regulation FD DisclosureItem 8.01: Other EventsItem 9.01: Financial Statements and Exhibits 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2018-08-01 AccNo: 0001558370-18-006104 Size: 6 MB 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 8-K - Current report Filed: 2018-08-01 AccNo: 0001104659-18-048795 Size: 609 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2018-08-01 AccNo: 0001558370-18-006104 Size: 6 MB 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 8-K - Current report Filed: 2018-08-01 AccNo: 0001104659-18-048795 Size: 609 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 美东时间 2018-08-01 分红: 0.125 网页链接

$Antero Midstream GP LP of Beneficial Interests(AMGP)$ 8-K - Current report Filed: 2018-05-14 AccNo: 0001104659-18-033001 Size: 61 KBItem 1.01: Entry into a Material Definitive AgreementItem 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance...