ET Energy Transfer LP Unit

$ET - Seems like a fairly big over reaction. I would argue that the Existing pipelines they already OWN and USE are worth more and more, with lunatics running the GOV. New projects aren't going to get approved, hence a moat against competition......including Nuclear like BE, which in reality was the only real threat to ET in my opinion. These guys will stall all innovation on the Nuclear side. Bad for US and cheap energy, good for ET

$ET not sure why the doom and gloom about Democrats winning here. When Joe Biden and Democrats had a trifecta, this thing bounced off its COVID lows then doubled over the four years. No real legislation will get done federally for two years as Trump is still around. Sure Democrats control the governorship of Texas, but some data centers were already put on hold due to connecting to my the grid by Greg Abbott. Excited to see the next few years personally. Let it drop into the 19's again. 7% distribution doesn't care what party you're in.

$ET Growth Machine. Future needs more Power not less. Always has, and always will. Enjoy great growth and good Divy right here. Sleep well at night.

$ET Love the dip here. Natural gas is ET biggest revenue. Pipelines aren't going away No operating pipelines were ever closed down. Natural gas isn't going away. Make it harder to build new pipelines and new natural gas wells it will only push the price higher for the product as you can't get more to market. #1 source for electric generation is natural gas and that isn't going change. As far I'm concerned close every coal fired power plant tomorrow. Nuclear takes forever to build. Back log of natural gas turbines now. USA became the producer of natural gas in the world in 2022.

$ET I’m sure with dems in congress green chile, desert south and Mississippi we struggle to pass regulations.

$ET I can see Kelsey buying another million or so shares today. His last buy was for $21+ a share. He's no dummy, he knows he built a liquid gold mine. The demand for oil and gas keeps growing, and ET is in a perfect position to profit by it. (bought more today)

$ET I'm always surprised at how many people here are disappointed in the weakness of the unit price. It's almost as if they fundamentally don't understand what they are buying. ET is a MLP that has consistently raised its quarterly distribution. People typically don't buy a MLP for price appreciation as much as they buy it to DRIP the distribution for many, many years. Price appreciation is the cherry, the distribution is the cake and icing. MLPs are more for estate planning and tax benefits that you pass on to heirs. Even crazier is seeing people post about trading a MLP.

$ET No-one wants a nuclear reactor in their backyard, Nat gas generators are the future. Invest in the pipelines...

$ET An absolute juggernaut in the energy sector. Headed to break the inverse head and shoulders at $20.81 neckline

$ET if you liked et for its 300% run the past few years then you better listen to me about $NEXT which i firmly believe can do that and even more in the same time frame. Strong buy for both

$ET BREAKING NEWS: NO MORE NEED FOR LNG OR OIL IN THE USA. RESIDENTS ARE ADVISED TO BURN ANY WOOD THEY CAN FIND..

$ET There will be some turbulence until things settle down, but you’re in it for the long haul, so buckle up and enjoy the ride!

$ET Forgot to add, a company with a steadily rising distribution and an undervalued unit price is a gift, not a burden. And yes, ET sells units (not shares) and the quarterly payout is a distribution (not a dividend).

$ET 70% of revenue is from nat gas, not sure why traders go in and out of this stock with oil fluctuations???

Energy Transfer $ET is up nearly 20% over the past year, yet still offers a 6.75% distribution yield. Management is targeting 3–5% annual distribution growth over the long term. And insiders have been buying: • Kelcy Warren: $33.76 million in November 2025 • Rick Perry: $250,000 in August 2026 • Kelcy Warren: another $21.26 million in August 2026 That’s more than $55 million in combined purchases.

$ET Cheniere Energy LNG is up 14% since earnings. They pay a crappy 1% dividend and have a 23 PE after great earnings due to exports of LNG. ET paying great dividend at -6.5% and PE of about 14 before earnings. Just 10% will put us around 23. LFG! Tuesday pre-market!

$ET missed earnings lots of debt and if communist win elections dangerous I’m bullish but cautious

$ET recently broke out to the upside. Next stop is the 50 DMA at $20.81. Looks great into the end of the year. The company does report earnings on Tuesday, Nov. 3rd, before market open.

$ET more damage and bottlenecks in the Strait. The world is going to need more of what ET provides, for all the worst reasons: war.

$ET Calculate ET's stock price at different multiples I use: - EBITDA: $19.8 billion. - EV-to-equity adjustment: approximately $89 billion, based on market enterprise-value estimates. - Units outstanding: 3.44 billion. Formula: \[ \text{Unit Price} = \frac{(19.8 \times \text{EV/EBITDA})-89}{3.44} \] All dollar amounts in billions except unit price. Multiple Implied ET price 8.0x $20.06 8.5x $22.94 9.0x $25.81 9.5x $28.69 10.0x $31.56 10.5x $34.44 11.0x $37.31 11.67x $41.17 4. My year-end price scenarios MY BASE-CASE YEAR-END TARGET $25–$27 Approximately 9.0–9.2x EBITDA Scenario Price target Gain from $20.43 Conservative $22–$23 8–13% Base case $25–$27 22–32% Bull case $29–$32 42–57% Full peer revaluation $40–$41 96–101%