Good numbers..excellent CC IMO. Was impressed by 50% expansion of trucking fleet comment as well as four new barges under construction. The exxon project with its' RR and barge access seems like a big league, organic project with nice return prospects. Also thought the Texas City/Marathon refinery project a nice opportunity outside the main Houston refining area. GEL seems to pick/expand its' projects in areas that PAA , EPD,and MMP don't have massive interests in. Good strategy. Looking like 10+% distribution growth/yr for the next 3 years is very reasonable. Dreiser: Wife's Lexus wired..garage too small for Bently or Rolls...think nice stay in Hawaii next on agenda! Regards
i agree that was a large plus for me reading the prepared remarks of the boss.
in adition a great conference call chock full of useful info.
if anything im more positive now then i have ever been.
loved the tie in with paa and mentioned in a short answer during q and a.
wow what a management team.
tell hachio no more toyota.
think rolls baby.