$22.96 0.29 (+1.28%)
2/13/2012 11:39 AM

Exterran Partners, L.P. (NASDAQ:EXLP)

CAPS Rating: 4 out of 5

Provides natural gas contract compression services to customers throughout the United States.

Results 1 - 16 of 16

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Member Avatar thevineyards (< 20) Submitted: 1/6/2012 6:36:27 PM : Outperform Start Price: $21.42 EXLP Score: +0.84

Increased drilling activity in the gulf.

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Member Avatar Hinderloppet (< 20) Submitted: 11/18/2011 5:10:33 PM : Outperform Start Price: $22.75 EXLP Score: -12.23

Great dividend

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Member Avatar WilliamCrook2003 (74.61) Submitted: 11/11/2011 7:52:35 PM : Outperform Start Price: $23.47 EXLP Score: -9.99

Share price appreciation

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Member Avatar neskolf (31.84) Submitted: 12/20/2009 8:35:32 PM : Underperform Start Price: $17.54 EXLP Score: -8.48

Perhaps I'm missing something here. While this stock has a generous dividend, it's current payout ratio is nearly 200% and two of the last three reported insider transactions were open market sales at under $20/share (the third was a closed market acquisition).

Again, I may be missing something, but the dividend is one of the reasons that most investors are attracted to an issue like Exterran. The way things are going, I don't see the dividend being sustained at its current level for the long term.

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Member Avatar lansingFools (63.62) Submitted: 12/18/2009 9:24:34 PM : Outperform Start Price: $17.44 EXLP Score: +8.64

nice play for a bump in Natural gas prices - which is inevitable.

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Member Avatar michaeltbryant (< 20) Submitted: 8/14/2009 2:59:01 PM : Outperform Start Price: $14.62 EXLP Score: +20.33

Ultimately natural gas is going to go somewhere. The small float could help the stock jump with a small purchase.

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Member Avatar wooderino (96.58) Submitted: 6/22/2009 12:50:55 PM : Outperform Start Price: $10.08 EXLP Score: +74.65

Energy is about to rebound and over the next 5 years I see natural gas gaining an ever larger share of our national energy consumption. Solid company with a strong growth record that will take advantage of that market situation.

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Member Avatar Suiname (25.68) Submitted: 6/11/2009 12:23:03 PM : Outperform Start Price: $11.10 EXLP Score: +61.77

Shipping will recover when the world economy is repaired (2011 or 2012? I'm hoping but I'm no psychic). This stock has been extremely beaten down, but still paying a healthy dividend, very high yield. Getting in while it's still cheap.

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Member Avatar HopiBuddha (82.91) Submitted: 10/9/2008 10:07:56 AM : Outperform Start Price: $7.74 EXLP Score: +154.06

This one could sink me, but I have a good feeling about this company. Check out the most recent history.

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Member Avatar gmjktw (< 20) Submitted: 5/23/2008 7:59:15 PM : Outperform Start Price: $22.76 EXLP Score: -1.56

When winter hits it is a demand item

supply and demand

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Member Avatar FreundInvesting (29.79) Submitted: 5/23/2008 1:19:06 PM : Outperform Start Price: $22.83 EXLP Score: -1.84

nat gas is gonna be huge once obama wins

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Member Avatar Jacksoon (< 20) Submitted: 10/1/2007 1:10:02 PM : Underperform Start Price: $21.22 EXLP Score: -15.54

Large debt... Poor P/E.

Siding into the abyss.

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Member Avatar FrankCorp (78.89) Submitted: 7/3/2007 1:27:08 PM : Outperform Start Price: $25.58 EXLP Score: -4.27

Great financials, administration, and players supporting it. Whats not to like?

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Member Avatar sportscliche (99.32) Submitted: 5/30/2007 2:36:22 AM : Outperform Start Price: $23.21 EXLP Score: +4.56

What's not to like? A partnership formed by UCO to move its long-term contracts, so this is a drop-down story. Operates at the wellhead and gathering area, not on the pipelines. UCO's acquisition of their top competitor in Feb 07 essentially doubled the resources UCLP is going to get. Plus this is the first contract compression MLP. Increasing amounts of NG must be compressed to get it out...couple this with highly visible growth prospects from dropdowns and the IDR still at 2% adds up to an almost certain winner. The yield ain't great by MLP standards but the market is paying a premium for the locked-in long-term distribution growth.

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Member Avatar BoiseKen (94.92) Submitted: 4/6/2007 12:32:53 PM : Outperform Start Price: $20.49 EXLP Score: +12.45

peak oil means near term profits for those who have what others want

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Member Avatar NtscrbEnergy (88.85) Submitted: 3/12/2007 9:05:58 AM : Outperform Start Price: $20.44 EXLP Score: +9.36

Universal Compression Partners, (UCLP) is a subsidiary of Universal Compression Holdings. UCLP focuses on providing natural gas contract compression services to customers in the oil and gas industry in the United States. Its contract compression services include designing, sourcing, owning, installing, operating, servicing, repairing, and maintaining equipment.

The outlook for the natural gas compression services industry is positive, as aging natural gas fields in U.S could require more compression to continue producing the same volume of natural gas. Also, the gradual shift in natural gas production towards unconventional sources like tight sand, shale and coal beds does foretell good fortunes as these sources require more compression than conventional sources. Also, according to U.S. Energy Department, gas production in the United States is expected to rise by 1.9 percent to 18.87 trillion cubic feet in 2007.

Domestic contract commercial business now accounts for over 40% of the group’s revenues. Looking ahead, UCLP is likely to benefit from its association with Universal Compression Holdings whose future strategy is to transfer the domestic contract compression business to the former. The proposed merger of Universal Compression Holdings with its direct competitor ‘Hanover Compressor’, one of the largest companies in the industry, is likely to benefit the group due to the expected cost synergies in the coming years. The combination is likely to enhance the domestic compression customer base and provide additional assets to be offered for sale to UCLP thereby expanding UCLP’s business. Viewing these factors, the scrip is expected to enter a bullish phase in the near future.

Results 1 - 16 of 16

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