I view this as totally absurd as it is based on variables that make it a moving target.
The energy world as we have known it in recent months and even years has found itself embroiled in the worst of situational characteristics not to be denied. I don't believe there's any rational argument for sitting around while entrusting others with your money---all for the promise of a distribution that may not come, reduced again and again, if ever.
Drillships are being warm stacked, cold stacked and stack-stacked (lol) so often as to make any thoughts of reliability on the contract side truly ludicrous. At least we can eat a stack of pancakes.
Using past distributions in the name of constantcy aka reliable payouts is beyond absurd, it is actually stoopit!!! If there's anything good to come of this article it will come from good people finally learning something important:
There ain't no future in history!
And furthermore---from the analytical disclaimer:
AnalytixInsight is not a broker dealer, does not make markets in any security, and has no investment banking services. AnalytixInsight, its employees, officers, directors, or affiliates, may, from time to time, have long or short positions or holdings in the securities or other related investments of companies mentioned herein. No AnalytixInsight employee, officer, director, or advisory board member serves in a similar position for any covered company. No one at a covered company is on the Board of Directors of AnalytixInsight or any of its affiliates. Neither AnalytixInsight nor any of its employees owns shares equal to one percent or more of the company in any report.
As for comparing to RIG, Seadrill, etc.? Insane, absolutely insane. Yeah, let's compare apples to apples and oranges to oranges. I get it---it's not as though anybody's comparing apples to oranges, right?
WRONG!
Any one of these companies can go down quick as a wink. Sure, we can debate coverage but if the BOD says, "No mas!"---where's the coverage gonna mean something?
Public companies have a fiduciary duty coming way before any other corporate mission mumbo jumbo--- IT MUST PRESERVE THE CORPUS.
That means it must survive, no matter what.
It also means the parents get to eat before showing concern or even regard for the kids. When a BOD is threatened existentially, it will go into hibernation. Owners on the retail side would do well to seek nourishment elsewhere---and, at the very least, not subscribe to gibberish such as this article portends as rational.
I'll betcha somebody is getting paid to promote this garbage.
There are so many fine opportunities out there! Why settle for this nonsense? Four units of SDLP will buy a unit of NGL sporting a solid payout with seven analysts voting for the buy side. I'm sitting on a $37,000 profit at this moment.
ALDW---you can buy a unit for just over two SDLP tickets. It's been a consistent payer albeit on a variable basis. But it consistently pays and we don't worry that Mom and Dad will forget to feed us. I've got $32,000 in gains sitting on the table.
CEQP---a 2.5 bagger for me and it's been pegged to rise to $40 near term. AMZA, and a bunch of others---these are all available to the astute investor unwilling to heed advice from promoters.
Ughhhh! I hate The Cube for its high-flying bullshit. I'm convinced it's all about paid promotions. It comes down to the premise as in:
4+4= 10?
Yeah, sure!---but only when 2+2= 5.
A faulty premise will make anything look good.
Some will look for the cheapest tickets out there and then delude themselves in an effort to believe in their fantasies.
SDLP has yet to demonstrate the ability to achieve organic growth and development over the past couple of years. Each of the above mentioned companies is alive, breathing, screaming for more respect and each has my money working for me and not The Cube.
So much for my rant of the day, I guess.
And furthermore.......................
Dang, double dang and damn!
ARRGHHHHH!!!!!!!!!!!!!!!!!!!!!!!!
And from the article's disclaimer:
AnalytixInsight is not a broker dealer, does not make markets in any security, and has no investment banking services. AnalytixInsight, its employees, officers, directors, or affiliates, may, from time to time, have long or short positions or holdings in the securities or other related investments of companies mentioned herein. No AnalytixInsight employee, officer, director, or advisory board member serves in a similar position for any covered company. No one at a covered company is on the Board of Directors of AnalytixInsight or any of its affiliates. Neither AnalytixInsight nor any of its employees owns shares equal to one percent or more of the company in any report.
Think about that---an employ can own one percent of this $335 million dollar company. And they think of it as being nothing?
I wanna live in a world of zeroes too!
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