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HollyFrontier Corporation Message Board

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  • dalerobin777 dalerobin777 Apr 3, 2012 7:36 PM Flag

    So if Ichan values CVI at $30 plus

    Comparing the two side by side and what do you get ?

    • Because Ican values CVI @ 30 does not mean it is worth that. Look at his picks over the years. He does make mistakes. And if he thinks he can flip the company, he may be in for a rude suprise. VLO has shut down better assets than CVI has and I do not believe Carl understands the refining business better than VLO.
      Ten years ago, maybe. Now, I think Ican thinks he is smarter by half than the business.
      Time will tell.

 
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