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Message
re: LINE/LNCO - Anyone with an opinion?
Posted on 8/3/15 at 10:31 pm to cwill
Posted on 8/3/15 at 10:31 pm to cwill
quote:
Anyone holding an MLP E&P after 11/2014 doesn't understand MLPs.
MLP is a good structure for pipelines but I've never seen how it's a good model for an E&P. Linn is essentially in a death spiral and a lot of their recent acquisitions will probably again be available only this time at cheaper metrics.
1
Posted on 8/4/15 at 9:17 am to TigerDog83
G&P's are next
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