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5	member 10/27/14 6:03PM RE: Distribution 4
Looks like this management team isn't as dumb as we thought. They announced a $0.07 per share distribution rather than the $0.10 per share we expected, but they disclosed that distribution coverage exceeds the high-end of... login to read the rest 1 view available tags
4	member 10/24/14 5:11PM Distribution
A couple of big positives, one of which is very near term: Based on last year, at some point next week EROC should announce the resumption of distribution payments. We assume they will conservatively start at... login to read the rest 1 view available tags
3	member 4/28/14 10:34PM RE: SOTP 2
Hi mrmgr, Very little proved reserves are associated with the SCOOP acreage, so I don't this is really double counting. To the extent that there is a some degree of double-counting here, I try to make... login to read the rest view available tags
2	member 4/28/14 10:03PM SOTP
Doesn't the PV10 in your SOTP already include the value of the SCOOP acreage if developed? If so, aren't you double-counting? Also, where in your SOTP are you incorporating the ~$34M of G&A that they are... login to read the rest view available tags
1	member 4/28/14 7:58PM RGP extends exchange offer
Regency has extended the bond exchange offer to May 28th. For what this is worth, it lends some evidence that RGP plans to close (for those market participants that may be concerned about this) and also... login to read the rest view available tags