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Genesis Energy LP Message Board

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  • Reply to

    GEL levered free cash flow is negative (-$216.16M)

    by nonoyr Mar 22, 2014 8:50 AM

    Not relevant.....So not relevant !!

  • All aboard!!!

    Sentiment: Strong Buy

  • Cash of less than $9M over $1.28B debt does not look good !!!

  • Somebody wanted out and dumped 15.5k shares after hours to bring shares down further.

    Sentiment: Hold

  • Didn't help much today!!! Still this has been a great stock for me, but I hate to lose 3% in one day. Hopefully the Allerian thing will help. ????

    Sentiment: Buy

  • ake the last paragraph i was talking bout ngls and the propane not mwe
    dreiser139

  • ake
    got to love it
    now my number one holding in dollars.
    still in its trading range waiting for it to break 60 this year.
    still that great management and collection of assets.
    their maritime business ringing the register and their micro refineries with that crack spread widening making more money.
    my mini paa doing wonderful.
    as for mwe going to take time imho they bit off more then they can choose at this time.
    they need mucho dinero to build out all their projects.
    im thinking late 2015 or early 2016 to explode.
    but still a long range keeper.their exporting of propane second to epd.and their widening their ports the reopening of a wider panama canal will be a big plus for them.
    i could go on bout others but dont want to hog the board.
    good investing
    dreiser139

  • Our GEL is growing up replacing among others the "Over the Cliff" Boardwalk MLP! When the index is rebalanced on March 21, we GEL holders should see I higher trading volumes and hopefully a higher unit price as index funds add GEL units. Kind of neat getting confirmation that GEL is growing in a controlled, well thought out way..

  • Reply to

    Fourth Q Report

    by fredrick901 Feb 18, 2014 10:43 AM

    fred
    makes me happy credit suisse agrees with me.
    held up nicely yesterday until the fed minutes came out.
    then most tanked.
    and gel still held in rather nicely.
    and yes,as a really long term holder ,im still a believer in gels future.
    good investing
    dreiser139

  • Reply to

    Fourth Q Report

    by fredrick901 Feb 18, 2014 10:43 AM

    dreiser, I appreciate your response even given the 'trust the management' position. I am more trusting in the Credit Suisse call that while the past quarter was poor prospects ahead are encouraging.

    Sentiment: Hold

  • Reply to

    Fourth Q Report

    by fredrick901 Feb 18, 2014 10:43 AM

    obviously they have competition in their transportation of the oil business segment.
    they r moving less oil hence less revenue hopefully they will correct this problem.
    thery have an excellent management team in place.
    'their other problems vis a vi revenus are more easily corrected which they will if not all ready will correct.
    no reason to panic.this is an excellent company with superb management this is business
    and they will improve their problems.
    u want to see a downdraft today look at atls.
    thats whole another kettle of fish.
    in closing imho gel would have been beter sewrved by pre announcing this miss if they knew about it say a month ago.
    just my opinion.
    dreiser139

  • Reply to

    Fourth Q Report

    by fredrick901 Feb 18, 2014 10:43 AM

    I both listened to the CC and reviewed the transcript. The nature of the issues regarding the refined products and it's resolution is not well developed. Given that this is the reason for GEL underperformance and that this situation is expected to continue a clearer exposition of this would be helpful.

    Sentiment: Hold

  • Reply to

    Fourth Q Report

    by fredrick901 Feb 18, 2014 10:43 AM

    Read the call transcript.

  • Can anyone enlighten regarding the 'continued challenges of fuel oil business'? Thanks.

    Sentiment: Hold

  • Reply to

    barges

    by dreiser139 Feb 2, 2014 9:21 PM

    ake
    with keystone looking like it will be approved im thinking not only more maritime acquisition but something directly related to refining.
    keystone will be bringing down that cheaper heavier canadian oil.
    gel allready has experiences with their micro refiniery system.
    whatever it is i have confidence with that great management team it will be a great fit and acretive .
    i am also looking forward to the cc from arp.
    i think finally we may get some positive news on their programs and private partnerships going forward.
    at least i sure hope so.
    i like they went to a monthly payer like line and vnr.
    monthly payments certainly smooths out the volatility and places a bigger burden on the shorts since they get to fork over that distribution monthly.
    good investing
    dreiser139

  • Reply to

    barges

    by dreiser139 Feb 2, 2014 9:21 PM

    Thanks,Dreiser..neat article...kind of interesting to see the paragraph regarding Exxom/Mobile shifting crude oil intake at Baton Rouge refinery from ruptured Pegasus pipeline to barges etc...that refers,of course, to GEL's Port Hudson barge terminal, new pipeline, and Scenic Station RR unloading facility servicing that refinery. No question strategically that GEL's barge acquisitions were done beautifully,timely, and VERY profitably, I agree with you that GEL is shaping up to be a $60+/unit MLP. It's also good that size wise GEL's barge group is in the same league as PAA's and compares favorably with MMLP's. I do believe we'll see additional organic growth in barges and perhaps another acquisition. Also,noteworthy is that GEL has a particular affinity for the Mississippi area in both RR and barge operations...think Natchez,Scenic Station,Raceland,and Walnut Hill in RR and the big barge operation in an integrated fashion. Commercializing the GOM pipeline with EPD will jack up the DCF,too. With Pronghorn commercial, it's time for GEL to announce another wave of projects to keep momentum going. I really look forward to the next CC! Best Regards

  • Reply to

    barges

    by dreiser139 Feb 2, 2014 9:21 PM

    GEL may be benefiting from some other news item yet to be made public... reason I don't think the barges article is the mover is KMP should also move on their big shipping acquisition and they are down today.

  • ake get sundays wall street journal
    nice article bout oil barges and how they are ringing the cash register.
    gel not mentioned specifically.
    however im sure they will add to their growing fleet of barges.
    gel a 60.00 plus mlp this year.
    dreiser139

  • Reply to

    upgrade

    by dreiser139 Jan 9, 2014 8:53 AM

    hi ake
    ok ill take a look at dakp thxs for the alert.
    mwe and gel my no.1 and 2 also.
    vnr 3rd,ngls4thand lgcy 5th.
    mmp a beauty sorry i sold out had it before.
    recently bought into vlp.storage and pipes spun out of valero.
    unfortunately has that gp and idrs however i like the management.
    as for our gel still the same great management and yes the second part of the year should be the growth part.
    they have discovered the cash register with these barges and i expect them to focus on this oppurtunity its only time ,with the expertise they have gotten from running their present day fleet,until blue water "blue water"here we come.
    however they wont ramp up distribution imho since that aint their style maybe between .01 and .02 per quarter this has been a home run for me and i intend to bequeath this holding to my children.
    ill review your dakp and give u my opinion.
    if i like ill bite also.
    now for the important part the "beast'is the best car ive ever owned and that includes amg mbs and porsches 911 i just love to drive this car .off course im older but it doesnt get much better then this model of bmw for me.
    my friend recentlypurchased the latest audi 7 and its a great ride ive driven it however for sheer performance ill take the beast plus its seats r the best in the business and the handling outrageous however at this level hard to go wrong on any of these makes.
    happy new year
    this first half of 2014 should be very good to us as well as interesting.
    thx for the heads up
    dreiser139

GEL
55.26-0.11(-0.20%)Apr 17 4:03 PMEDT

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