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Prikvačeni tweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Replies to the tweet looks pretty bullish for
$DIShttps://twitter.com/Tedashii/status/1224426553439936512 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Let's not start sterotyping, Mamhttps://twitter.com/chigrl/status/1224724977511026688 …
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Applies to every penny stockhttps://twitter.com/pearkes/status/1224392631444234240 …
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Two points to make: 1. Nominally not that low for refinery/oil stocks 2. However, EBITDA will benefit by 350-500 million (from around 800-900 in 2019) alone from martinez refinery acquisition. So actually
$PBF is pretty cheap on forward basis. This is before any IMO benefitshttps://twitter.com/caetuscap/status/1224093801922342913 …
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Guys, what if this is not the End of The World for Oil Demand?
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Nice seeing bullish articles on
$PBF but this one is kinda short on details to put it mildly. And while insiders buying is nice I view management's decision to issue bonds instead of equity (unlike how they have finance in 2018) as a more bullish signalhttps://seekingalpha.com/article/4320588-pbf-energy-mexican-billionaire-cant-get-enough-of-this-new-jersey-refiner …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Translation of recent moves by China - "ADRs get reckt while we Ban shorting on mainland"
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Not really. EU is Franco-German partnership plus Clubmed and Visegrad.https://twitter.com/GrayConnolly/status/1096998172818198531 …
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Zerohedge - clowns Banning - stupid
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Reeducation Camps for Western Super Online Leftieshttps://twitter.com/LLW902/status/1223234402118967298 …
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Andrew Left enters the arena armed with a Dildohttps://twitter.com/CitronResearch/status/1223302786747527169 …
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Imagine WTI crushing to 30 while Trump and co start helicoptering money to "plebs" (all his tenure so far shows he'll do it) who drive more and buy more gasoline. Very very bad for guys who make gas from oil, yes sir!
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Also Coronavirus (plus US politicians going full retard on pleasing middle class) is actually a positive factor for refiners - as Chinese demand gets rekt so does the WTI and other blend prices, strengthening their margins (since domestic demand is less sensitive than Chinese)
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IMO the odds of this are low - even in the case of him winning Sanders will have a hard time passing radical green deal stuff through congree and house. Moreover, I expect any "sociliast" income redistribution measure to boost gasoline demand and refiner margins in the short term
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I think the biggest bearish thesis on this name and sector as a whole is faster than expected transition of US to "green economy". Basically Bernies becomes prez and goes nuclear on shale oil and refiners.
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The primary beneficiaris are US players with sufficient complexity. I think the no 1 name is
$PBF as it has amassed high quality refining assets almost all of which (except one Toledo refinery) are able to extract a lot of value from heavy crude.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
As we move forward I expect the light heavy discount to widen, with additional "upside" to this arriving if some sanctions on heavy producers like Iran and Venezuela get weakers. Even absent these events heavier quality crude will get less and less love from market players.
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