No. But it must stink.
"Android 4.4.1 imminent to fix Nexus 5 camera woes
Chris Davies, Dec 5th 2013 Discuss 
Google is readying Android 4.4.1 for imminent release, primarily tackling the mediocre camera performance of the Nexus 5, the company has confirmed, with particular emphasis on speed and reliability. The Nexus 5′s 8-megapixel camera and new HDR+ mode were billed as particular strengths when the Google phone first launched, but enthusiasm soon soured when users discovered it could be slow, prone to blurring, and unpredictable as to when it was done taking images. Now, Google promises, that’s all changing in Android 4.4.1."
I would expect UBTI to be close to line 1 business income. So yes, you could run into an issue if you have more then about 300 units in the ira. Wild guess business income will be less then $3 per unit this year. Maybe someone has a sharp pencil on the number. Just figure if UBTI is over $1,000 you have a filing to do for your ira.
In all fairness, I don't see those questions people are asking you. You posting facts about a wide range of MLP's is probably educational but stats alone won't extropolate themselves into long term, well reasoned, investing. Just saying....you are running around smashing the refiners based upon a very limited number of variables in the scenario.
Concerning your talking about yourself..... seems pretty pompus....might be edging out Passandshoot for the distinction of being Most Pompus. The way I read the IV thread, he got tired of your single minded attempt to make your point, he distanced himself, and then left you hanging with a non-response.
Sounds right. But I'm not sure being Apple's sole source is a good thing though. They can sure wreck your year with a slow down if they make up too much of your business. Duel sourcing seems to work well at smoothing revenue so I'm a contrarian on being all you can be. I suggest going forward with new products the Apple wins will get spread around, providing a bit of respect for their business partners.
Two more shipping months in the qtr and holiday shopping is going our way. I expect restocking orders to lift our shipping and revenue beyond their guidance... once again.
Much to do about nothing. They have guided down every qtr since Moses parted the Red Sea and surprisesurprise always blow away concensus numbers. The trick is knowing when it's bs.... which is most of the time. Tablets are everywhere, flying off the shelves this year.... as is anything else with a sensor. They don't really give guidance, they give moon shots. (and I'm not refering to orbiting objects)
Sentiment: stong nothing!
Right. Location, location, location. Seems to be a momentary issue as the crude markets gyrate due to new supply/demand equilibriums needing to be found.
I've seen a number of Liz's posts on other MLP boards. Usually informed comments. But way too self-assured. Good chance a paid analyst. The personal involvement here makes me wonder if he is the analyst covering ALDW for CS. He was the first one quoting the recent CS call. These boards actually have a number of analysts present, doing their homework. And look at Seeking Alpha, most of the articles are penned by regular stock board posters.
Regardless, the question remains, will the management opt to retain the Q4 cash for the Q1 refit costs? That is something a covering analyst might be privey to or close enough to make an informed guess at. It's beyond me.... but 15 or 16 might be a safe base if we miss the distribution. Above it, shorts take it down, below it, bottom pickers grab it. It is certainly a more reasonable valuation then 10.50 or 11. That was nuts.
No, people are here talking in sign language. Didn't you get the memo?
What's really funny is how many sock-puppets one poster can work simultaneously.
That is how the market works....whomever is willing to pay the most will own the shares. That is my efficient market theory. Want to hear my theory about naked shorts? .... It's a good one.
Something like this I assume is mostly priced by the Parent/GP. I alway feel guilty taking advantage of them when they unplug units and let them trade too cheaply. Maybe if they were planning bkrptcy or something I might not smirk, but I don't see that on the horizon (in spite of the termoil in the crude markets).
So having NTI's complexity of 11.5 beats ALDW's 10.5. I would think the edge still might be held by ALDW since they do have options on different feed stocks, just not so many as NTI. But they can run WTS which makes them very fortunate. Judging from the growing weakness in sour crudes, having a neighborhood supply should work out very well.
And NTI almost appears to be in a different space with their retail ops. I'd rather suffer the pure play ups and downs with ALDW then to have all those retail employees to feed. The snacks are interesting but I get that exposure with MDLZ. I suppose the retail/gas/food synergies work for NTI as a whole, Looks a lot like ALDW+ALJ.
Hmmmm..... so you are saying maybe this is worth more then $13? LOL.
I'm sort of pleased with Big Spring being located in Texas. The environment is a bit more pro-oil in Texas and I would think there are fewer harrassments from the govt EPA-type pimps. That is probably underweighted in your valuation model. Seriously underweighted.
I assume the complexity index has to do with running crude w/ H2S. Seems a bit of a hassle but provides a competitive edge. What else makes up that index?
and the prospective posting has begun. CS is telling shorts it's a safe bet for them since there are no distributions to be paid. It sure looks to me like ALDW will make money this quarter and pay a distribution. Soooo, is CS setting up the shorts for some pain? We will see.
And with all the new production near Big Spring, a badly needed pipeline probably won't disrupt our access to WTS. I don't think the pipeline can handle WTS, can it? Big duh. And the export biz is good....think they will export refined products? How's that going to work out? I'm sure really smart people have this all figured out. And I think the Big Spring refinery is going to do fine as a low cost producer.
You move on. Your 40 years of history ended some time ago. Now free crack spread is the aberration and whipsawing shorts is the norm. Looks like a V bottom is in and plenty of upside interest will be helping you decide what to do next.
Right. Vague analysis. But the "Oh, by the way, maybe no distribution next qtr" sounds pretty negative for an MLP. I don't know how they can guesstimate crack spread 6 months out when the retailers can start pump price wars at will. I assume to sell wholesale gasoline to ALJ or whomever we sort of have to participate and cut our margin for them so they can compete with Exxon etc.
On the distributions, they are nice, but I don't want them if there are no earnings. I want my capital account to stay about the same.
Generally, CS clients are 8 figure account folks. Or more. So when they talk to us shrimp I get pretty contrary. First, it's probably hard to load a thousand accounts with 5k shares each on a small mlp like this one unless you have a disaster to help shake the units loose or can get a big investor to let go of some units.
The fact they forsaw the 0 distribution meant they were watching and planning. The fact they reinterated their negative call so quickly makes me think they have some interest in the dark side here. Regardless, I've bought some units today and will add more for a long term position. The only stocks worth buying stink. ...and you can quote me on that.
What? This is a one trick pony? lol....
If you buy it right and sell it right, you can make a lot of money in concentrated bets like this one. You obviously are picking up all the shares you can get or you wouldn't be here bashing. And, well, if you are still short, I think you are totally sol since it only takes one investor with money to decide it's time to dive in and wreck your week.
I don't know about $7. Seems a bit of overkill. Lots of money on the sideline with a longer horizon then you shorts. So I figure longs will load their boats above $7. Maybe right here....can't get much sukkier then this...
this would be another hole in one on a par five. This thing has enough top spin to roll it's way to the cup. I'd just wish people could hang on to take their gains until I'm long term here. lol. Does anybody know if Baker Hughs or Halliburton might consider this a buy-out candidate? Seems like a good vertical investment for either but I don't know about either's attitude about rolling stuff up.