FGPR Ferrellgas Partners, L.P. Loading... : Investor Sentiment and Bull/Bear Views

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11:40
Mar 20
Chris Paryse Special situations and distressed investor Yet Another Value Podcast
Post-reorg FGPR conversion unlocks dividend and re-rating
Ferrellgas is a post-bankruptcy propane distributor that has just completed a complicated Class B-to-Class A conversion. The Class B units were old holdco debt that entitled holders to $357M of dividends plus a dilution factor; the 5x conversion paid them off and converted 1.3M Bs into 6.5M As, more than doubling the free float and avoiding further dilution. The simplified structure sets up a likely NASDAQ uplisting by summer, a path to reinstating a dividend (possibly $3-5/unit) after deleveraging below the preferred's 7x covenant, and a valuation re-rating. Pro forma FCF is about $85-90M; if half is paid out, the dividend could be about $370-380/unit and support a high-30s stock at a 10% yield, with $40-50 possible in 12-18 months.
FGPR 1ST
HIGH
01:13
Mar 17
FGPR podcast after B conversion
Podcast discussion of FGPR upcoming on heels of B conversion; factual mention, no directional view from the author.
FGPR
LOW

About FGPR Investor Commentary

Across the available history and selected sources, Buzzberg tracks FGPR (Ferrellgas Partners, L.P.) across 2 sources: 1 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Chris Paryse, andrewrangeley.