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#	AUTHOR DATE SUBJECT
11	member 5/20/15 11:10AM Quite the run
Cameron - still think MIC has room to go? You mentioned in one of your last posts that you saw upside to the mid-$80s. Just wondering if your thinking has changed at all. view available tags
10	member 7/17/14 6:37PM RE: RE: RE: Update 9
We think within IMTT there is potentially $30-40mm of maintenance cap ex savings once MIC management controls IMTT (roughly $.50/share of FCF) - our confidence in this number stems from the difference in main cap ex... login to read the rest view available tags
6	member 7/15/14 1:31PM RE: Update 5
great call on this one... we agree with your thesis. just curious, you mentioned that you thought the new converts were interesting. would you mind expounding on why you would re-allocate some of your common view available tags
3	member 2/23/14 2:40PM RE: RE: Q4 earnings 2
thanks for the feedback Cameron - I thought the call was reasonably benign, not withstanding the commentary on IMTT's management. I also analyzed 3 sources of potential upside to MIC's cash dividend in the next 12... login to read the rest view available tags