RTLR就不会轻易松手了,会持有至10%FCF收益率(股价15)的时候才考虑换成稳定性更强的大票龙头。查看全文
肖恩她爹2021-09-16 20:06
回复@西蒙007: 记得好像兵团会在10月份出EIS报告,至于最终结果会如何,其实我不会非常care,毕竟DAPL仅占$能源转换(ET)$ nornalized EBITDA不到3%,即使最终关闭,也不会影响ET的投资价值,顶多在出不利结果时影响一下短期的市场情绪。
ET现在是我在中游的最大仓位了。昨天清了$Enlink ...查看全文
肖恩她爹2021-08-06 20:51
@JLJLAA 兄好!$Rattler Midstream(RTLR)$ 的Q2业绩总的来说挺好的,当季产生了5100万美元经常性的自由现金流;全部偿还了信贷余额,将杠杆降至了行业最低的1.6X左右。但是由于$Diamondback能源(FANG)$ 比较佛性,当前主要聚焦于自由现金流,因此RTLR的业务量没有上去,导到近期看不到大的业绩增长...查看全文
肖恩她爹2021-08-04 06:05
回复@居然改我昵称: 跟$Crestwood Equity(CEQP)$ 一样,$Enlink Midstream(ENLC)$ Q2的业绩也是稳如狗:
1)Adjusted EBITDA为2.575亿,比上年同期增长增长6.5%;
2)增长性资本支出5000万(包括War Horse迁移),当季分红4670万(股息覆盖率为3.61X,分红后剩余自由现金流7150万;
3...查看全文
肖恩她爹2021-07-28 06:01
$Crestwood Equity(CEQP)$ 按今年Q2的业绩指南,全年增长性资本支出中值为4000万,自由现金流中值预计为3.2亿。按今天收盘价计算,自由现金流收益率还有18%。另外,当前杠杆率已经降至3.6X,提前达到了3.5X~3.75X的目标区间,很稳!$Enlink Midstream(ENLC)$ $Rattler Midstream(RTLR)$查看全文
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-030139 Size: 5 KB 网页链接
$Enlink Midstream(ENLC)$ 144 Report of proposed sale of securities Accession Number: 0001921094-24-000272 Act: 33 Size: 5 KB 网页链接
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-027715 Size: 4 KB 网页链接
$Enlink Midstream(ENLC)$ 144 Report of proposed sale of securities Accession Number: 0001921094-24-000241 Act: 33 Size: 5 KB 网页链接
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-026161 Size: 5 KB 网页链接
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-026165 Size: 5 KB 网页链接
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-026164 Size: 4 KB 网页链接
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-026167 Size: 4 KB 网页链接
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-026166 Size: 4 KB 网页链接
$Enlink Midstream(ENLC)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001104659-24-026171 Size: 4 KB 网页链接