Alon USA Partners, LP (ALDW)

[jugs]

The distribution is a pleasant distraction when favorable to unitholders, not especially noteworthy to others. I'm in the not-so-noteworthy camp.

I'm thinking the distribution may rise a few cents from the previous payout level but I'm not expecting more than that. I expect it to fall in a range of something between 12-19 cents. If it should be less, perhaps the Delek connection will be an influencing factor. But I'm in this pick for the appreciation side and I won't be derailed by fluff. Distributions are often no more than fluff--- indicators of behind-the-scenes energies becoming more readable by us retaliers.

The real energy changes I look forward to are those resulting from early Trump moves. There will be so much appealing action at that juncture that we will bless our lucky stars that we recognized the value of being firmly entrenched in ALDW units. None of this will impact on the current quarter's distributable cash flow, of course. And the crack spread's widening of late? Ditto--- not synching with temporal input early enough to impact meaningfully.

But a 24 cent distribution would be nice, all the same. lol $6,000 nice!