APL: Atlas Pipeline Partners Message Board

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Gold/Mining/Energy : APL: Atlas Pipeline Partners

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To: Jim P. who wrote (16)	4/28/2013 12:35:40 PM
From: Jim P.	1 Recommendation Read Replies (1) of 31

Teak purchase is a short term negative on APL. Dilution will negate a lot of the impact of the expansions in legacy systems. APL is paying a premium for clear path to growth. Long term holders should be happy with the purchase. Long term holders of ATLS are getting a great deal with no dilution on thier part and only a 2% required capital contribution. APL holder may still get a short term bump up to the low 40's this year from current diluted growth and yield compression as the company's exposure to NGL's and natural gas will be much lower as a percent of overall profits then in the past. Lower risk all things equal should have a lower return profile as in a lower yield. Conference call in a couple of days should be very very up beat. No word on Sandhills NGL pipeline providing additional take away from the Permian assets. jim

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