AMDOCS DOX S

December 22, 2024 - 11:26am EST by

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						2024	2025
Price:		87.00		EPS		6.44	6.97
Shares Out. (in M):		114		P/E		14	12
Market Cap (in $M):		9,951		P/FCF		16	14
Net Debt (in $M):		132		EBIT		923	966
TEV (in $M):		10,083		TEV/EBIT		11	10
Borrow Cost:		General Collateral

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#	AUTHOR DATE SUBJECT
18	member 10/27/20 5:11PM Re: Re: Tax treatment 17
I assumed it was what you are saying but I've spoken with someone who has a K-1 and it implies it kicks off ordinary losses. Did you get a K-1 that actually shows income or view available tags
16	member 10/27/20 11:25AM Tax treatment
Can anyone speak to annual tax treatment for BPMP (and SHLX)? Both write ups point out that these are unique in that they generate real cash flow without capex. Does that leave the unitholders paying high... login to read the rest view available tags
13	member 10/09/20 1:49PM Re: Re: Re: BP Strategy Change 12
Agreed Here's the problem owning BPMP - if BP buys it in, do you really want to be on the LP side of that with no rights? These buy ins have been brutal for LPs. view available tags
11	member 10/09/20 1:25PM Re: BP Strategy Change 10
I think more likely BP just buys it in and consolidates it. There are very limited cash buyers of fossil fuel energy assets right now, including infrastructure funds and private equity. The midstream guys have... login to read the rest view available tags
6	member 9/18/20 10:04AM Re: Re: Isn't this a fake company? - no its not 3
Ril - I actually agree with re: the MLP structure itself - nothing wrong with a company having its assets in that structure, same as a REIT. They are the only two legally sanctioned ways... login to read the rest 2 view available tags
5	member 9/18/20 9:37AM Are these the financials of a fake company? - Mars Pipeline
I'd really appreciate a dialogue with folks who have looked at the assets in BPMP and SHLX and have come to the conclusion they are mostly financially engineered or comparable to other assets in other... login to read the rest 1 view available tags
4	member 9/17/20 1:41PM nice writeup
I recognize that "KPS" blue used in the table headers ! view available tags
1	member 9/16/20 6:10PM Isn't this a fake company?
MLP financial engineering frankenstein that has no real business - no development capability that gives them competitive advantage (i.e. ability to originate development projects and build them are superior returns), still has incentive distribution rights... login to read the rest 14 view available tags

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