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  1. Prikvačeni tweet
    17. lis 2017.

    Unpopular Soviet Opinion

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  2. Replies to the tweet looks pretty bullish for

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  3. prije 4 sata
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  4. prije 6 sati
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  5. prije 7 sati
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  6. 3. velj
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  7. 3. velj

    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 is pretty cheap on forward basis. This is before any IMO benefits

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  8. 3. velj

    Guys, what if this is not the End of The World for Oil Demand?

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  9. 3. velj

    Nice seeing bullish articles on 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 signal

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  10. 2. velj

    Translation of recent moves by China - "ADRs get reckt while we Ban shorting on mainland"

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  11. 1. velj
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  12. 1. velj

    Not really. EU is Franco-German partnership plus Clubmed and Visegrad.

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  13. 1. velj

    Zerohedge - clowns Banning - stupid

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  14. 1. velj

    Reeducation Camps for Western Super Online Lefties

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  15. 31. sij

    Andrew Left enters the arena armed with a Dildo

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  16. 31. sij

    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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  17. 31. sij

    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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  18. 31. sij

    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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  19. 31. sij

    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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  20. 31. sij

    The primary beneficiaris are US players with sufficient complexity. I think the no 1 name is 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.

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  21. 31. sij

    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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