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

To: Bocor who wrote (174530)	12/4/2012 3:00:19 PM
From: Jim P.	Read Replies (1) \| Respond to of 206182

ATLS should trade at a yield of 4 to 5% IMO account the growth of distributable cashflow should be up to 220% as fast as APL or ARP. Management has this in mind for sure. Even with the IDR's APL is a good investment. You look at PXD growth in the permian basin at 30% a year for as long as oil is above $85. Growth in the Mississippi play looks to be significant for many years and recently the SCOOP play in the Velma area of APL's assets gives over time will be very significant. ARP growth is a play on natural gas. If and when the cycle on gas turns it will pull up the lower end of the NGL barrel and ATLS will gain from both. If the budget talks result in a significant change to the deductions on oil and gas investments it will lower the attractiveness of ARP's business model. Still over this next cycle in natural gas, ethane, propane and the heavy end ATLS will be a money machine. IMO it will happen, just a matter of timing. Before the latest round of acquisitions I expected that with very little growth in ARP when APL hits $4 a year in distributions the parent should also be at $4. Possible in 3 years. jim