RICE MIDSTREAM PARTNERS LP RMP

February 20, 2015 - 12:44pm EST by

member

						2015	2016
Price:		15.01		EPS		0.84	0
Shares Out. (in M):		29		P/E		17.9	0
Market Cap (in $M):		863		P/FCF		NA	0
Net Debt (in $M):		0		EBIT		49	0
TEV (in $M):		838		TEV/EBIT		17.2	0

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#	AUTHOR DATE SUBJECT
5	member 7/13/16 5:50PM Re: yieldmethis...RICE 4
Apologies as have been absent from the board for a while. They pre-funded the next dropdown with the recent issuance and the stock has reclaimed most of the sell-off since then. All smooth sailing right... login to read the rest view available tags
3	member 6/15/15 11:42AM Update
Quick update, (1) water dropdown ruling appears very likely now after Antero received favorable IRS opinion for nearly identical assets, this could boost 2016 distribution by 15-20% depending on the dropdown valuation; (2) dry gas assets seem more competitive in... login to read the rest view available tags
2	member 2/24/15 1:13PM Re: Questions 1
Thanks for the questions Plainview: (1) RICE will be ~85% of gathered volumes for RMP in 2015 (all PA), this proportion should grow come 2016+ (2) RICE is effectively all dry Marcellus/Utica; their dry Utica breakevens are... login to read the rest view available tags
1	member 2/24/15 12:43PM Questions
Thanks for the write-up. A few quick questions. 1) What % of RMP's revenue is from Rice? 2) What % of Rice's production is "wet" vs "dry"? 3) Has Rice cut its growth capital forecast / production growth... login to read the rest view available tags

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