FORESIGHT ENERGY LP FELP

July 26, 2018 - 9:26pm EST by

member

						2018	2019
Price:		3.79		EPS		0	0
Shares Out. (in M):		80		P/E		0	0
Market Cap (in $M):		303		P/FCF		0	0
Net Debt (in $M):		1,300		EBIT		0	0
TEV (in $M):		1,602		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
21	member 5/25/19 7:10PM Re: Re: Re: Re: Re: 2nd Liens 20
I see. thanks. The macoupin sales leaseback financing is recourse to macoupin only, not recourse to FELP. Not sure about the Sugar camp though. But I guess from a cash flow's point of view, it... login to read the rest view available tags
16	member 5/15/19 5:00PM 2nd Liens
Anyone have any thoughts for why the 2nd liens have dropped from 85 to 70 in the past 2 months? Pricing is a touch lower and losing the 1mm tons this year is obviously not... login to read the rest view available tags
15	member 3/24/19 7:59AM Re: Re: Re: Re: Re: Re: Re: Re: Deer Run reopen? 13
It is on page 146 of the credit agreement, starts with "any investment in Hillsboro or Patton ...." view available tags
12	member 3/22/19 7:31PM Re: Re: Re: Re: Re: Re: Deer Run reopen? 11
I am not on MURRAY call. Did you hear anything relevant? What is MURRAY's leverage ratio now? I think S&P just downgraded their debt. FELP's 2L note is down to 83. It trades up and... login to read the rest view available tags
10	member 3/21/19 9:50PM Re: Re: Re: Re: Deer Run reopen? 9
I think the guidance at this point is without Hillsboro, it can be raised later if Hillsboro start to produce. Just like EBITDA guidance can be raised later when they receive insurance proceeds. I'd be surprised... login to read the rest view available tags
8	member 3/20/19 6:39PM Re: Re: Deer Run reopen? 7
Hi, Huqiu, may I know what makes you think longwall operation won't start till next year? I think the market was disappointed because the excess cash flow was far less than expected. they paid off $50M view available tags
6	member 10/26/18 9:18AM Deer Run reopen?
As I'm sure you saw, FELP and NRP settled their Deer Run litigation. In total, FELP is on the hook for min payments of approx $190mm over the next 15 years and the end date... login to read the rest view available tags
5	member 10/13/18 3:06PM political risks
I wrote up ARLP recently and am interested in the space in general because of valuations. I am wondering how you are thinking though about the political rsks with these names? In particlaur, i see... login to read the rest view available tags
4	member 10/13/18 11:41AM Re: Re: Exchangeable PIK Notes 3
Very much so, thank you. Also, I see ILB coal pricing up $3-5/st, depending on whether you are using Platts or BBG, is that something you are following too? Needless to say, for such a leveraged equity, view available tags

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