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8	member 12/14/16 2:30PM Still following, update?
VFM343, wonder if you are still following and, if so, any updated perspective with many industry changes, company transactions, likely new administration changes, and this morning's secondary which broke price. Thanks in advance. view available tags
5	member 3/19/14 8:11PM Risk considerations
VFM, this seems like a good idea but curious if you can frame some of the major risk considerations. The short interest looks quite high. I assume First Reserve/Blackstone overhang might be among those considerations... login to read the rest view available tags
3	member 1/06/14 6:57PM RINS modeling
Thanks for sharing. Just to be clear - is your earnings model fully burdened by ongoing RINS credit expense, so that if the mandate was scrapped the savings to PBF would be pure upside to your model? view available tags
2	member 12/31/13 1:08AM RE: Bakken Discount 1
Thanks. As you might be aware, Bakken prices flucaute quite a bit. On average for the first 9months, the Bakken - Brent discount was around $13.0-14.0. In Q3, the discount dropped slightly below $10.0 and... login to read the rest view available tags
1	member 12/31/13 12:10AM Bakken Discount
I like the idea and am on board. What is your $13 "status quo Bakken discount?" Bloomberg currently quotes Bakken wellhead (USCRUHC1) at $91.04 and Brent (CO1) at $111.35. This would imply a $20+ current view available tags