CVR ENERGY INC CVI

August 26, 2018 - 10:26pm EST by

member

						2018	2019
Price:		38.48		EPS		0	0
Shares Out. (in M):		101		P/E		0	0
Market Cap (in $M):		3,868		P/FCF		0	0
Net Debt (in $M):		633		EBIT		0	0
TEV (in $M):		4,501		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
11	member 2/22/19 7:58AM Re: Author Exit Recommendation 10
Since I opened this position, several things have happened: CVI is up +9.5% VLO down (28.5%) MPC down (21.7%) PBF down (31.4%) HFC down (24.5%) DK down ( 33.1%) PSX down (17.5%) CVRR down (48.3%) - and taken out by CVI So I got... login to read the rest view available tags
9	member 11/29/18 8:38PM CVRR is likely getting taken out - last step before CVI sale
CVR Energy, Inc. (“CVI”) previously disclosed that, while there could be no assurance regarding the future, CVI, as owner of CVR Refining GP, LLC (the “General Partner”), the general partner of CVR Refining, LP (“CVRR”), and... login to read the rest view available tags
7	member 9/18/18 8:20PM Adding to my mosaic theory - 8k filed outlining Change of Control and Severance Plan
http://services.corporate-ir.net/SEC/Document.Service?id=P3VybD1hSFIwY0RvdkwyRndhUzUwWlc1cmQybDZZWEprTG1OdmJTOWtiM2R1Ykc5aFpDNXdhSEEvWVdOMGFXOXVQVkJFUmlacGNHRm5aVDB4TWpRMk1UUXpNQ1p6ZFdKemFXUTlOVGM9JnR5cGU9MiZmbj1DVlJFbmVyZ3lJbmMucGRm view available tags
6	member 9/10/18 10:03PM Re: Re: Goldman upgrades CVI + Barclays CEO Energy Conference updates 5
Sorry for the late reply. I asked Uzi the same question and his reply was 1.1-1.3 billion which I don't find beleivable. By my numbers, if you use Midland flat to Cushing, and $8 Brent /... login to read the rest view available tags
5	member 9/07/18 10:53AM Re: Goldman upgrades CVI + Barclays CEO Energy Conference updates 4
Any sense of what new DK earns (EBITDA) with differentials contracting back to normal with ample takeaway capacity? view available tags
4	member 9/07/18 9:25AM Goldman upgrades CVI + Barclays CEO Energy Conference updates
A lot has happened this week: 1) Goldman upgrades CVI to buy, downgraded CVRR to neutral this morning. His previous rating made no sense to me which was buy CVRR, neutral on CVI. I... login to read the rest view available tags
3	member 8/31/18 8:30AM WCS wider for longer = CAD Federal Court of Appeals overturnes TMX expansion
https://www.bloomberg.com/news/articles/2018-08-30/trudeau-s-oil-pipeline-gamble-faces-major-test-in-court-ruling Good for CP, PSX, MPC, CVI, HFC, SU Bad for PSK, CNQ, CVE, IMO view available tags
2	member 8/28/18 9:20PM Re: Differentials 1
JL Gotrocks, Fair question and I should have addressed this more clearly in my write-up. My crude diff assumptions in calculating CVI’s 2019 EBITDA were: Brent / WTI = $8, Brent / WCS = $22, Mid-Cush... login to read the rest view available tags
1	member 8/28/18 12:14AM Differentials
midland $20 diff and WCS $25 won’t last long. Run rate will be <$800 mm and multiples on NTM are too low? What do u think a normalized EBITDA number (WCS on rail economics and view available tags

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