Sunday, June 1, 2014

Seeking Alpha: OCI Resources LP Not Really Cheap, But An Interesting MLP Nonetheless

MLPs have long offered a way for investors to generate tax-shielded income from underlying assets in various stages of the oil and gas industry - whether upstream E&P, midstream, or distribution. OCI Resources LP (OCIR) is a different sort of animal, though, as it is among a group of relatively rare MLPs based around mining and refining/processing assets - trona ore mining and soda ash production, to be specific. With its cost-advantaged position and long-lived asset base, OCI Resources LP should be able to generate years and years of distributable cash flow. The one hitch is that these units are not all that undervalued today, though a yield of over 8% is still appealing.

Read more here:
OCI Resources LP Not Really Cheap, But An Interesting MLP Nonetheless

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