Strap Cap (@StrapCap) profile picture

Strap Cap

@StrapCap

a little this, a little that

Joined November 2018
  • Tweets942
  • Following778
  • Followers1.1K
Replying to @MattZeitlin
This has become a popular topic for good reasons, but I think misses broader context? Monopoly or not, reg utes are competing for capital against other sectors earning significantly higher ROIC. Affordability matters, but the idea that utility ROEs are “high” feels misplaced…
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Replying to @BlueChipOil @business @MLPguy
@BlueChipOil @business @utilityinvestor @MLPguy @mr_skilling
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Replying to @MLPguy @TadAllagash @NiceQuarterGuys @EnergyMatters3
@MLPguy @TadAllagash @NiceQuarterGuys @EnergyMatters3
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Replying to @cap_zay @thepayzone @RealTmurph
It’s in “gas infra” for NEER...not large potatoes
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Replying to @NiceQuarterGuys
#NeverForget pride comes before the fall
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“The cure for low prices is...”
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Replying to @MLPguy
Looking at you $EPD
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Replying to @hkuppy
Not really involved with these guys anymore...but a few interesting quotes...I found Paul and Glen’s language on dry gas somewhat curious even before hearing $CEQP call ...not sure $AM gets all those dry gas volumes next year...
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Replying to @MLPguy @NiceQuarterGuys
I literally just logged on to Twitter to tweet this...5 and 10 year rates up over 300 bps
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Replying to @MLPguy
Silent on those $135mm of payments to $CNX ...
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