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


To: Dennis Roth who wrote (184909)7/14/2014 11:25:33 AM
From: E_K_S  Respond to of 206181
 
Any posts for storage terminal plays would be useful. I need to find a play in Asia and EU w/ little debt. My last buy was a domestic owner/operator World Point Terminals, LP (WPT). They IPO'ed late last year at $20.00/share and have a good footprint of terminal storage assets in mid-west and east.

No real long term contracts but several out three years or more.

Recent activity in the sector:

Macquarie Infrastructure Company LLC (MIC) paying $1.03B for rest of liquid storage company

EKS



To: Dennis Roth who wrote (184909)7/14/2014 12:10:42 PM
From: stsimon  Read Replies (1) | Respond to of 206181
 
So if gas breaks below $4.00 and inventories recover over the Summer will this trigger another round of coal plant closures and further increases in NG fired electricity generation?