Alon USA Partners, LP (ALDW)

[jugs]

Very good of you to post primary points taken from the discussion. Thank you.

You close with a curious remark toasting the next 3 to 6 months. What are you thinking?
I've been very candid as to what I'm expecting. I'd like to hear about your expectations.

Is your remark about the next 3 - 6 months a response to things shared by the company, are they yours or are they some sort of blending of you and them?

I ask because I've had to piece my views and findings together without benefit of corporate guidance. While it may seem my journey here has been fearless, let me assure everyone it's definitely not the case.

For what it may be worth, there's not been a single day over the last year and some months when I've not questioned my every move with ALDW. At times I wonder what brings me to certain conclusions as I'm not always understanding how I arrive at certain determinations. In those moments I resign myself to a simple truth:

Instincts and intellect are everything when it comes to stock picking. But TRUSTING ourselves is critical to the process.

Self trust keeps me strong in my resolve. This is what has me asking about your 3-6 month zone of expectations.

I'm expecting units to rise above $17 and very possibly approaching or exceeding $20.