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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (161969)	1/4/2012 9:56:32 AM
From: Jim P.	Respond to of 206185

APL growth profile starting to be valued. SD partnership in the Mississippi play gives a more sure growth as SD has a processing agreement with APL through 2018. New 200 million a day plant in OK should start in June and be near full by end of year which should lead to an announcement for more capacity additions. PXD drilling will fill restarted 60 million a day plant by end of year. PXD also starting to drill Wolfberry wells that are almost the same as drilling 10 of the Sprayberry 40 acre wells in regards to gas and NGL production. Agreement with Pioneer out to 2020. I expect a big jump in distributions by 3rd or 4th Q to a $3 a year rate or a bit higher. ATLS will be brought along for the ride and will start its own ride up after the spin off MLP gets drilling partnership wells again. APL has a nice 10 years worth of drilling by SD and PXD planned on the 2 biggest profit centers so as some point the multiple to distribution should expand a bit also. jim

To: Biotech Jim who wrote (161969)	4/15/2012 11:53:58 PM
From: Jim P.	Read Replies (1) \| Respond to of 206185

APL growth prospects a better all the time. Current weakness in sh price likely result of weakness in ethane, propane and to lessor degree natural gas. zolmax.com Atlas Energy Price Target Raised to $50.00 at Morgan Stanley (ATLS)Posted by Stuart Ham on Apr 10th, 2012 // No Comments Morgan Stanley (NYSE: MS) increased their price target on shares of Atlas Energy (NASDAQ: ATLS) to $50.00 in a research note issued on Tuesday. The analysts wrote, “Our new price target reflects $200+M of recent acquisitions (Barnett, Mississippi Lime) and assumes $250M of ARP retail partnership capital raises and $250M of external acquisitions annually. We believe ATLS’s two general partner (GP) interests in differentiated underlying secular growth strategies in the midstream (APL, Overweight, price target $44) and upstream (ARP, where a unique partnership drilling program provides upside) create one of the most compelling MLP growth stories in our coverage. It is also one of the most underappreciated given its complexity, but we think this is where opportunity lies.” Atlas Energy opened at 36.61 on Tuesday. Atlas Energy has a 52-week low of $15.82 and a 52-week high of $35.87. The company has a market cap of $1.878 billion and a price-to-earnings ratio of 40.48. The company last announced its quarterly results on Tuesday, February 21st. It reported $0.67 earnings per share (EPS) for the previous quarter, beating the Thomson Reuters consensus estimate of $0.35 EPS by $0.32. The company’s quarterly revenue was up 24.8% on a year-over-year basis. On average, analysts predict that Atlas Energy will post $0.00 earnings per share next quarter. Atlas Energy, Inc., formerly Atlas America, Inc., is an independent developer and producer of natural gas and oil, with operations in the Appalachian Basin, the Michigan Basin and the Illinois Basin.