CVR REFINING (CVI)

[pete807]

Wow you must be really bored buddy, to break down each word rhetorically....
Simply put I expect a distribution, and while not here for it either, as we know appreciation is the carrot and timing is the key, I anticipate any distribution to be a catalyst for price appreciation, which would translate into selling at the point where unit demand beats supply. That said, the recent news involving improved margin on gasoline bodes well for our refiners, who have lost their advantage since the crude export ban removal.
The RINs topic is interesting as well as the other small MLP refiner, ALDW has a dedicated retail chain to help in the rigged RINs market which Icahn says is the reason the big oil companies have advantages that small independents don't .

"The RIN market is the quintessential example of a 'rigged' market where large gas station chains, big oil companies and large speculators are assured to make windfall profits at the expense of small and midsized independent refineries which have been designated the 'obligated parties' to deliver RINs," Icahn wrote.

https://www.yahoo.com/news/icahn-urges-epa-change-renewable-fuel-credit-market-234509187--finance.html
and:
http://seekingalpha.com/article/3999996-icahn-plunges-battle-blending-mandate