You are such a fine treat here on the boards of IHUB!
We rarely come upon such well centered and honest individuals. I know I've met one in you.
NGL is up considerably, I'm sure it's due to the Raymond James upgrade. And the rise is aptly justified.
The thing I've been wondering about for some time now is this:
We, here on the boards, see cause for higher projections about to occur. Yesterday I spoke to $30 and higher. I know from previous discussions that I'm hardly alone in this amount as we hash it out and then move on to other points of interest on this map of explosive energies we love.
I've spoken to ALDW and every one of us knows well that it's destined to become a major money-maker for the faithful. It's edging closer to the $10.50 threshold as we speak.
CEQP is another I point towards as is KNOP.
These picks are going to move very decisively and we're not talking about December or next year. There will be significant moves to the upside, I'm certain of it in each of these.
ALDW, as an example:
What would keep it down if the RINs were dramatically reduced or eradicated altogether? Assuming action coming from the Trump camp, is there any reason to think that units will remain repressed because of doubts as to profitability?
This is one of those situations that begs for clarity in the minds of some...I understand. For me, though, I have no such concerns and I know how lucky that is for me. I see many reasons to expect far higher valuations. Put a pair of greased roller skates on a warthog and watch it fly down the runway. Remove RINs and watch a smaller refiner stride to its glory days because there's nothing to hold it back.
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