Hinds Howard (@MLPguy) header
Hinds Howard (@MLPguy) profile picture

infrastructure PM @ CBRE Investment Management. For personal stuff, find me @dadlifting...not investment advice.

PA
Joined February 2010
Week Thoughts: Painful Reset mlpguy.substack.com/p/week-t…
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Data center developers, I guess…
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🇺🇸🤠
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Another headline tonight that WES is close to acquiring KNTK, we are doing deals everybody!
ENB buying Tallgrass crude business for 10-11x ($2.55bn) and over equitizing with C$2.6bn equity offering at 3.5% discount. Definitely strategic assets, but no specifics on what the multiple could be worked down to over time with synergies…
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Wacky end of quarter trading as usual…
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Michael Blum, the longest tenured MLP sellside analyst, is out at Wells Fargo…
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