Hinds Howard
12.6K posts
Hinds Howard
@MLPguy
infrastructure PM @ CBRE Investment Management. For personal stuff, find me @dadlifting...not investment advice.
PA Присоединился Şubat 2010
841 Подписки5.7K Подписчики
WMB announced big new project.
Analyst asks: how does the shadow backlog replace that project that just went into execution?
Chad at WMB: chill on me dawg
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Good day to take a long walk during lunch and listen to @lhamtil podcast on rails, rather than watch CNI get slammed by positioning into quarter…
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@HighyieldHarry @Buyside_Hub I enjoy sharing portfolio positioning and having Claude confirm how smart my rationale is
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Finalizing a report that covers how finance professionals are currently using AI.
If you're in Banking or on the Buyside, shoot me a note and I'll make sure you get details on how to contribute.
Will need to be a @Buyside_Hub Contributor in order to access the findings.
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Never before have I heard so many analysts talking about how cheap things are on EBITDA 4 years from now…are we really that comfortable with midstream numbers in 2030? Maybe we are, I’m just asking questions here…
GIF
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@HalkingT Maybe nothing, maybe tech companies run out of money or appetite to build data center, maybe local opposition to data centers, maybe new technology that reduces power center demand…I think it would be more certain if you had all the projects you need today to hit 2030 numbers
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@MLPguy Genuinely asking what stops gas volume demand wedge in 5 year timeline? Dem sweep in 2028 with emission taxes? LNG/lpg export ban?
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Which midstream management team does this bring to mind for you?
Prepared Remarks@P_Remarks
When you ask a management team about their conservative guidance in a small group meeting & they give MNPI w/out saying words
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WEEK THOUGHTS: A CEASE DIVIDEND… mlpguy.substack.com/p/week-thought…
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WEEK THOUGHTS: MARKET HOPED, MIDSTREAM FADED… open.substack.com/pub/mlpguy/p/w…
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This was a great tweet
Dan Pickering@pickeringenergy
Saw front month WTI trade $111 briefly at the Sunday night open. What’s crazy is that sentiment is fully in charge and it could just as easily be $151 on the open in a few days. Or $81. Don’t fall in love with any particular price. #EFT #OOTT
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WEEK THOUGHTS: AND I RAN…TO MIDSTREAM…mlpguy.substack.com/p/week-thought…
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@MLPguy I'm hearing rumors that MPLX is looking at converting to a C corp. Any ideas or news?
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@ManchesterUtd81 @Suicide95518428 @ChrisXFRA They want to triple the size of the company, so they are buyers, which makes it tough too
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Hinds Howard ретвитнул
1/13
Long overdue annual update on Midstream returns on capital deployed.
Period covered: 2018 to 2025
Companies Covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA
Last year's Analysis/Thread below for reference:
x.com/Suicide9551842…
SuicideBlonde@Suicide95518428
1/15 A year ago, I wrote a thread examining the capital allocation decisions of US Midstream companies between 2018 and 2022. It is time to update the figures for 2023 Companies covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA Period Covered: 2018-2023
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EPD and PAA pointing to 2027 as significant growth years… @FCFNextYear
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