MLP

also referred to as: mlps

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 22, 2024 by David Morehead · across every show →

Everything said about MLP, oldest first

Apr 22, 2024 positive

Assertion Supported

Morehead: Midstream MLPs Offered 3-4x to 12-14x EBITDA Arbitrage

“So, 10 years ago, there was a private public ARB in the MLP space. You could cobble together the MLP Greenfield at three, four times EBITDA, and then you could sell it to the public markets at 12 or 14 times EBITDA.”

David Morehead Apr 22, 2024 ▶ 23:21 David Morehead – Top Down Allocation at Baylor (EP.381)

Jan 20, 2025 positive

Disclosure

Farber: Lime Rock funded CrownRock land buys by selling packages to MLPs

“We sold a number of packages early on in the investment to MLPs, to these production-based partnerships that were public trading at good values, and we were able to lock in a lot of capital to cycle into land over time, and that's how we kept the initial inves…”

Jonathan Farber Jan 20, 2025 ▶ 36:38 Striking Oil – CrownRock by Lime Rock Capital (EP.428)

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MLP

Everything said about MLP, oldest first

Turn any episode into a week of clips.