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Elliott Gue knows energy. Since earning his bachelor’s and master’s degrees from the University of London, Elliott has dedicated himself to learning the ins and outs of this dynamic sector, scouring trade magazines, attending industry conferences, touring facilities and meeting with management teams.

Elliott Gue’s knowledge of the energy sector and prescient investment calls prompted the official program of the 2008 G-8 Summit in Tokyo to call him “the world’s leading energy strategist.”

He has also appeared on CNBC and Bloomberg TV and has been quoted in a number of major publications, including Barron’s, Forbes and the Washington Post. Elliott Gue’s expertise and track record of success have also made him a sought-after speaker at MoneyShows and events hosted by the Association of Individual Investors.

Elliott Gue also contributed chapters on developments in global energy markets to two books published by the FT Press, The Silk Road to Riches: How You Can Profit by Investing in Asia’s Newfound Prosperity and Rise of the State: Profitable Investing and Geopolitics in the 21st Century.

Prior to founding the Capitalist Times, Elliott Gue shared his expertise and stock-picking abilities with individual investors in two highly regarded research publications, MLP Profits and The Energy Strategist, as well as long-running financial advisory Personal Finance.

In October 2012, Elliott Gue launched the Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.

The masthead may have changed, but subscribers can expect Elliott Gue to deliver the same high-quality analysis and rational assessment of investment opportunities in the energy patch.

Articles

MLP IPO Class of 2014, Part 4

In 2014, a record 19 energy-related master limited partnerships (MLP) have completed their initial public offerings (IPO). And another dozen prospective publicly traded partnerships having filed their S-1 and F-1 registration forms with the Securities and Exchange Commission (SEC), suggesting that the number of newly minted MLPs will easily eclipse 20. We don’t expect this trend to abate anytime soon. Investors’ appetites for above-average yields and exposure to the shale oil and gas revolution remain robust, providing the energy sector with a ready source of low-cost capital at a time weakening oil prices could crunch balance sheets. In this environment, upstream operators and private-equity funds will continue to churn out MLPs in an effort to raise capital and monetize earlier investments. Many of these offerings will offer a visible pathway to distribution growth, usually through structured drop-down transactions; however, the best bets will have a viable long-term game plan to grow cash flow, build franchise value and diversify their asset and customer bases. However, as the total returns generated by this year’s debutants attests, selectivity remains the key to outperformance. In this issue, we review the latest batch of MLPs to go public and three-quarters of the prospective publicly traded partnerships that have filed their initial registration statements with the SEC.

IPO Analysis: Ocean Rig Partners LP (NSDQ: ORLP)

Offshore contract driller Ocean Rig UDW has followed SeaDrill and Transocean’s lead and filed an initial registration statement for a master limited partnership that will own rigs that operate under longer-term contracts. We do a deep dive to determine whether Ocean Rig Partners LP is worth your while.

IPO Analysis: Mammoth Energy Partners LP (NSDQ: TUSK)

Unlike most master limited partnerships, Mammoth Energy Partners LP will pay a quarterly distribution that varies based on the cash flow generated by the smattering of oil-field services businesses arrayed under its banner. In other words, investors seeking a reliable quarterly distribution should look elsewhere.
  • Live Chat with

    Elliott and Roger on Dec. 1, 2014

  • Portfolios & Ratings

    • Model Portfolios

      Balanced portfolios of energy stocks for aggressive and conservative investors.

    • Coverage Universe

      Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.

    • MLP Ratings

      Our assessment of every energy-related master limited partnership.

    • International Coverage Universe

      Roger Conrad’s coverage of more than 70 dividend-paying energy names.

    Experts

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Peter Staas

      Managing Editor: Capitalist Times and Energy & Income Advisor