Replies to post #466 on Northern Tier Energy LP (NTI)

[bzusa]

appears NTI specific,
NTI pps -4.8% and falling rapidly ; VLO +.75%
or maybe it's PADDII specific
(PADDII - Petroleum Administration for Defense District II = the Midwest)
Every day this week, the WCS/WTI and Clearbrook (Bakken)/ WTI differentials have worsened and the CS in general has fallen a little bit Not a favorable trend for the SPP refinery.

On the positive side, PADDII gasoline and diesel stocks are below the 5 year average and year over year; the only district in the nation with this undersupply.

SPP - Saint Paul Park refinery = NTI's moneymaker
WCS - western Canadian select crude (oilsands) = A SPP feedstock (I'm 90% sure of this)
CS - Crack spread = Refinery margin

[bzusa]

or all those put hedges bought as part of of the various 12 million share placements are being forced out of the money or exercised.
Does that make sense?
Anyway, I'm buying right now (23.50).