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Dolby Laboratories, Inc. Message Board

corporatecrab 4 posts  |  Last Activity: Feb 18, 2015 11:49 AM Member since: Dec 4, 2001
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  • corporatecrab corporatecrab Feb 18, 2015 11:49 AM Flag

    Two shares of AT&T stock for each DTV plus $35.00 cash for each share might want you to vote yes! That amounts to roughly a $105.00/share price offer. DTV is currently at 87.54. Do the math!

  • Reply to

    9 refineries on strike.

    by delldudelives Feb 3, 2015 5:08 PM
    corporatecrab corporatecrab Feb 5, 2015 10:29 AM Flag

    Those nine refineries are running just fine. By the way, that has nothing to do with VNR. VNR does hedge some oil investments, but the majority of VNR investments are in natural gas.

  • Reply to

    How they will pay DIV?

    by eejjww36 Dec 23, 2014 10:53 AM
    corporatecrab corporatecrab Dec 29, 2014 2:09 PM Flag

    Kind of agree. They have already stated the distributions for the next four months. Those numbers will be the same. After April, if oil doesn't stabilize to around $60/barrel, then they might have to revisit the dividend amount. I've been in the oil and refining business for over 35 years and investing in such for awhile. I have never seen oil drop this rapidly. Maybe a year from now, I might be saying, I've never seen oil rise so rapidly. I kind of doubt it. Most of the drop is due to domestic production increases. I would've preferred a gradual decline, but so be it. I will accumulate lots of VNR below 15 and average down. Oil will rise again as will precious metals! Just have to be patient!

  • Reply to

    What will the effects of lower crude oil be?

    by rockmanv2002 Dec 11, 2014 8:08 PM
    corporatecrab corporatecrab Dec 19, 2014 10:13 AM Flag

    Been in refining a few years with Amoco, BP, Exxon, etc. This is really a dramatic drop in crude (ie 50%) in a very short period of time. I would have preferred to see a gradual decline. This is mainly due to the US production in places like North Dakota and Kansas as well as the revival in OK and TX. Throw in the Canadian crude going to the Midwest and now potentially the gulf coast and you can see why oil dropped. In my opinion, oil should have stopped dropping the minute they started producing out of North Dakota, but the oil futures folks don't like Mideast turmoil, Russian turmoil, etc and they artificially inflate the oil price thinking back to the 80's where 85% of the oil came from the Mideast. This is beginning to reverse as the US/North America now produces at least 35% of the oil.
    What will happen is a short term stoppage of drilling, followed by a rise in oil prices or some of the biggies gobbling up the small drillers. What hasn't happened yet and is mind boggling to me is the refinery stocks (Marathon, Valero, Tesero, ALJ, Delek, etc.) haven't responded to this in fact some of them have dropped. Now would be a good time to get in, but I think oil is going under $50 a barrel in the near term. A great time to buy your chevrons, Exxon, BP's, etc. At some point in time, the winds will shift to refinery stocks and when they do they too will double in price. Watch the next qtr. earnings releases towards the end of January and early February. That should tell you a whole lot!
    Back to your original question, this quarter should be huge for refiners as the first 6 weeks had great margins, US wide! So, the next few weeks were so-so. At some point in time, refining margins start to really take off with lower crude. We aint there yet, but it will happen. Watch your EIAA inventory reports on Wednesdays! That will start to tell you what's going on. Watch for draws on gasoline and distillates.

DLB
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