arbtrdr makes a good guesstimate on when solar and wind will play an important and significant role in every day life, but I think even further out than his grandchildrens generation for significant.
Why: will need major storage technology break throughs, most northern climates are not conducive to perpetual solar and wind serving, the more electrical we use for cars, etc. the more power plants we need, my bet is we are in for a major cold cycle in the weather in the next 20 years, etc
hopefully the collaboration - potential does prove to be something special
eom eom eom
IV MLP and Bry message boards
Msg 54674 of 54675 at 9/3/2015 7:29:41 PM by
Refiners are a very volitional business and are extremely sensitive to margins between Brent and WTI and WTS and WTI, etc . They have had a run of a couple of good margin years. I am counting on MWE-MPLX being able to distinguish themselves from the MPC refinery business asap and secure their own investment grade credit rating before the WTI-Brent margin shrinks away.
to look forward to if oil spread between brent and wti narrows, etc
racehorse your area reputable posteron many boards, but to state this so equivocally without any justification presented suggests some other motive "your BOD sold u out in order to retain their big salary's and ride it out without having the embarrassment of reducing the Distribution"
we have not seen the internal economics, so none of us really know the 10 year case NPV of MWE; but based on public data I have contended since day 1 was underpriced so presumed something unexpected we could not see drove MWE in this direction at this structure and price
hi chrx. bastardi early predicting another exciting cold/ hefty snowy winter in mid-eastern US as still warm ridge over upper pacific forcing cold troughs into US. He has been closer than anyone last 2-3 winters. He then says Pacific will cool and will turn warmer in east after this winter
chx the npv of the bird in the hand-$3.37- is hard to beat. can take that cash and hold or buy some higher yields
this 2014 oil price crises second bottoming in oil prices and energy stock indexes (energy stock in general) trending still running comparable on a moving average to 1985 oil price crises engineered by SA. graphs presented many items on iv mlp and bry boards under this alias
it is counter balancing. helps mwe during low liquids prices ie capital available from a refiner who gets price advantage of differential in WTI-Brent now; then later when differential contracts MPC will benefit from MWE liquids prices, etc
ball appears to be no theory anymore.
Their new partner NAVB is in the pre IND filing stage. First test was on the delivery mechanism which succeed in 5 humans.
Then using MT-1001 dox application on human tissue samples showed little up take in non diseased cells. Testing done by one the leading HIV experts Dr. Michael McGrath.
Please go to NAVB and listen to at lest the first 30 minutes of their July 7 presentation on results in KS/HIV human tissues
Early NAV3-12 study results on 5 patients is Til/Manocept entered both TAMs and cancer cells and recycled-entering cells for programmed cell death (implosion-apoptosis) is what is desired not explosion (croses).
dosing number and TAMS-cancer cells entry and recycling in patients around 0:22.00
criticalness of implosion vs explosion around 0:23.55:00
results of MT 1001 in human tissues several places in the presentation with 75% to 85% kill rate after 24 hours 100% after that with little uptake to non diseased cells-never been done before.
obviously combining transporter and conjugate in human IND trials will be the final test but so far so good
Expect IND filing this fall
dox should not be toxic when delivered by the right platform to the correct receptor protein, then tightly bound and taken into the TAM-Cancer cell for programmed cell death; then excreted thorough normal channels from the body
Cannot follow your calculation on derivations of $200 mm figure?
~$200mm annual cash flow comes from way-above-market hedges that roll off within the next 9 months or so