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

Hinds Howard

@MLPguy

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

 PA
mlpguy.substack.com
Joined February 2010
  • Tweets12.6K
  • Following835
  • Followers5.7K
3.1KMedia
Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)Photo by Hinds Howard (@MLPguy)
Week Thoughts: Painful Reset mlpguy.substack.com/p/week-t…
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I prefer knee jerk reactions that don’t last for several days…
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Data center developers, I guess…
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Hinds Howard retweeted
SuicideBlonde (@SuicideBlonde_2) profile picture
SuicideBlonde@SuicideBlonde_2Oct 7
1/5 Restructuring deal in Midstream land between $HESM and $CVX $CVX gives up: a) 77.8 mm shares of $HESM it owns b) DJ Basin Midstream assets $CVX gets: a) Lower fees in the Bakken (~45% discount) b) $200 mm in cash For $HESM, the deal is mildly (~3.8%) dilutive
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HESM going to take lower fees in exchange for CVX’s interest in HESM, will be independent
Faux Me Right? (@FauxRight) profile pictureFaux Me Right?
@FauxRightOct 6
Chevron will divest Hess Midstream interests and DJ Basin crude-midstream assets; it estimates a USD 3–4B after-tax special-item loss at closing. via Chevron 8-K sec.gov/Archives/edgar/data/… #AFELeaks
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🇺🇸🤠
Image from Hinds Howard (@MLPguy)
Image from Hinds Howard (@MLPguy)
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Another headline tonight that WES is close to acquiring KNTK, we are doing deals everybody!
Hinds Howard (@MLPguy) profile pictureHinds Howard@MLPguySep 9
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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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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WEEK THOUGHTS: STAYING BUSY… mlpguy.substack.com/publish/…
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TRGP flywheel keeps flying, stock cresting towards $300/share. Price target raises incoming…
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Tough to follow Teague when I’m worried he might not make it through the comments #epd
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Odd to be saying this unironically: lucky I’m visiting Houston this weekend where the air quality is so good…
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WEEK THOUGHTS: ENJOY THE PEACE… open.substack.com/pub/mlpguy…
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Strait talk
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Wacky end of quarter trading as usual…
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Hinds Howard retweeted
SuicideBlonde (@SuicideBlonde_2) profile picture
SuicideBlonde@SuicideBlonde_2May 9
My account was hacked and X is unable to retrieve it. This is my new account. Please consider following my new account if you find my posts informative Please share / retweet @Teutoburg1 @Albertagarbage @GreyHairOpsGuy @KVanthof
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WMB just can’t stop being enticed by assets in Louisiana…
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Michael Blum, the longest tenured MLP sellside analyst, is out at Wells Fargo…
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WEEK THOUGHTS: EARTHBOUND, BUT NOT DOWN… mlpguy.substack.com/p/week-t…
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