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I read that and found that very interesting. So either TVOG will have to step up and fill the void domestically, or TVOG tankers will be used to transport imports? Am I interpreting that correctly?
Does anyone still post on this board? Came across them on SA and thought that they deserved a second look.
https://seekingalpha.com/article/4122825-12-percent-yield-rising-coverage-record-income-midstream-lp?li_source=LI&li_medium=liftigniter-widget
Sounds like a great candidate for bankruptcy? No?
Axeon closing the country's largest asphalt refinery. How do you think this will affect TVOG?
https://www.bloomberg.com/news/articles/2017-02-03/trump-plans-road-building-as-biggest-u-s-asphalt-plant-shuts
Are you suggesting that they pursue a vertical integration strategy? That would be a very interesting and profitable company for the upcoming infrastructure boom.
This is really interesting DD. With him having a real estate focused background, how do you think that bodes for running an petroleum company? I would be curious to know how much exposure he received to energy at Imperial
That's fair. To each his own. Are there any distressed investors that you do like/respect?
Any reason to think that they would delay it?
Do you think the excuses they give for the loss are legitimate?
Are you talking about under investment across upstream, midstream, and downstream?
Really? Can you point to some specific examples?
That's fair. I never said that I was in love with him. I was more probing for opinions on his business acumen.
Personally, I like how he is able to turn around companies. I am not saying he is infallible, nor am I saying that every equity holder loves him, but he is good at what he does.
I honestly don't know. I just wanted to see what everyone thought. If they thought that this is a sign for future growth, or a temporarily inflated figure.
Regardless of the investment, I think A LOT of money will be made in infrastructure over the coming years
That's true. However, wouldn't it take some time to balance out? That was really my concern - how long until demand and supply balance each other out?
I think so. I wasn't able to find any new news on Seeking Alpha
Ah ok, that makes a lot of sense. This might be dumb question, but do a lot of shippers have trouble obtaining financing? It seems like it would be a common industry problem
What are your thoughts for long term growth? Or is this company headed for an eventual bust?
In today's earnings call, the CEO said that they want to continue growing their revenue in a profitable manner. Does anyone know their lifting cost?
Oh man! Almost 120% YoY revenue growth. What is everyone's thoughts?
If this pipeline is approved, do you think it will have any effect on prices? It seems that a greater supply would lead to lower retail refined product prices. However, there is also the issue of bottle necking at refineries.
Are you alleging that Top Ships isn't being truthful with investors?
So an equity investor put up the credit line? Why not go to a bank?
Any news on the merger deal with AgEagle?
Thank you for pointing me to the other boards. Just out of curiosity, why are you an Icahn detractor?
Thanks for the article
I completely agree. For the infrastructure boom, are you looking at stocks like Caterpillar, or Cemex?
Ha yes! Sales cures all!
I have no idea to be honest. Do you have any guidance on how to start the calculation?
Do you think the risk has started to subside?
When do you think natural gas will move?
Under this plan, what recovery would equity holders receive?
How would you calculate their margin of safety?
How long until we get to $10? By the end of the year?
Based on the share structure?
So the stock has been artificially compressed to the point that investors cannot ignore it as a buy opportunity?
That was a really good article. So it all comes down to if they can properly execute their growth plans?
Yes, that makes a lot of sense. I just wasn't aware that such differences in fracking sand mattered that much.
That long until they file, or that long until the BK is complete?