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Hinds Howard @MLPguy

infrastructure PM @ CBRE Investment Management. For personal stuff, find me @dadlifting...not investment advice.

Joined February 2010
  • Tweets 12,568
  • Following 840
  • Followers 5,686
3,053 Photos and videos
Why is WBI up 15%? Didn’t see any news?
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WEEK THOUGHTS: I DON’T THINK ABOUT YOU AT ALL… open.substack.com/pub/mlpguy…

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Letting go of a value stock after it outperforms one rare day and you realize you shouldn’t be that excited… like when Billy Heywood is pumped when his favorite player Jerry gets a seeing eye single and realizes he’s gotten too wrapped up emotionally…
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VG is the Nico Harrison of the midstream space… as the market starts to understand “the vision” of the company that depended on legal outcomes and surprise war
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WMB announced big new project. Analyst asks: how does the shadow backlog replace that project that just went into execution? Chad at WMB: chill on me dawg
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WEEK THOUGHTS: BUY THE NEWS… mlpguy.substack.com/publish/…
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Good day to take a long walk during lunch and listen to @lhamtil podcast on rails, rather than watch CNI get slammed by positioning into quarter…
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Which midstream management team does this bring to mind for you?
Prepared Remarks@P_Remarks
Apr 20
When you ask a management team about their conservative guidance in a small group meeting & they give MNPI w/out saying words
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Never before have I heard so many analysts talking about how cheap things are on EBITDA 4 years from now…are we really that comfortable with midstream numbers in 2030? Maybe we are, I’m just asking questions here…

ALT Im Not Judging Just Asking Ricardo Diaz GIF

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WEEK THOUGHTS: A CEASE DIVIDEND… mlpguy.substack.com/p/week-t…
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WEEK THOUGHTS: MARKET HOPED, MIDSTREAM FADED… open.substack.com/pub/mlpguy…
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WEEK THOUGHTS: SHUFFLING TOWARDS RESOLUTION… mlpguy.substack.com/p/week-t…
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This was a great tweet
Dan Pickering@pickeringenergy
Mar 8
Saw front month WTI trade $111 briefly at the Sunday night open. What’s crazy is that sentiment is fully in charge and it could just as easily be $151 on the open in a few days. Or $81. Don’t fall in love with any particular price. #EFT #OOTT
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WEEK THOUGHTS: AND I RAN…TO MIDSTREAM…mlpguy.substack.com/p/week-t…
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Hinds Howard retweeted
Sophia@Sophiaa1006
Feb 10
1/13 Long overdue annual update on Midstream returns on capital deployed. Period covered: 2018 to 2025 Companies Covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA Last year's Analysis/Thread below for reference: x.com/Suicide95518428/status…

Sophia@Sophiaa1006
11 Nov 2024
1/15 A year ago, I wrote a thread examining the capital allocation decisions of US Midstream companies between 2018 and 2022. It is time to update the figures for 2023 Companies covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA Period Covered: 2018-2023
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EPD and PAA pointing to 2027 as significant growth years… @FCFNextYear
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EPD did offer guidance for EBITDA growth in 2027 of 10%, but only modest yoy growth in 2026… unusual for them to provide guidance, but very typical for them to chuckle and stumble around specific questions in Q&A
Hinds Howard@MLPguy
Feb 3
Get Teague a cough drop, my goodness… #EPD
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“I don’t see as many girls on the dance floor as I used to.”
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Get Teague a cough drop, my goodness… #EPD
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WEEK THOUGHTS: GOOD VIBES, NO SUSPENSION… mlpguy.substack.com/p/week-t…

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6 straight year with a positive January, 9 out of last 10 years. Last year more than 100% of the full year return came from January, will Feb through Dec be better this year?
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