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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (53400)2/13/2014 11:39:20 AM
From: Mattyice1 Recommendation

Recommended By
E_K_S

   of 78744
 
EKS,

I'm reading about EPB, on the surface it seems like a good value.

Southern Natural Gas (sonat), Elba, and Southern LNG Co are really well positioned to benefit from upcoming reverse flow (backhaul) that is about to happen on all the major interstate pipelines from the Northeast/Marcellus area.

I feel like Atlanta will soon be a premium market due to the power gen that is about to get started there with huge amount of supply gas that will be shipped down from up north (where in the past pipes use to long haul gas from the gulf up north), and Sonat which they have a 60% interest is perfectly positioned. Sonat, Elba has always traded at a premium to Henry Hub, I feel like this will continue to widen.

Why does this mattter? these pipes make tons of money selling spot gas to industrial's who get in a bind. Having a premium to other supply areas and the demand behind it makes for a full pipe, no matter if there transport rates are locked up. A full pipe is a good thing.

I'm assuming this thing is getting beat up due to its large positions in WIC and CIG?

I dont really like mlp companies to be honest but i like some of their assets here and not to mention Kinders decent sized purchase.
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