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
following should be within 1 or 2 cents as depends on what 29% means for Nov 2015 actual paid distribution, but based on mplx merger disclosures of 29-25-25-20-20 should be approx:
(I follow distribution paid as that is the cash in my account)
paid nov 2015 .47, paid feb 2016 .50
2016 dist paid=====2017 dist paid====2018 dist paid====2019 dist paid
2016 dist earned===2017 dist earned===2018 dist earned===2019 earned
lower yield after merger and npv of the 3.37 (3.37) vs. dist growth NPV few years down the road of any entity. lower yield and 3.37 can be yield up traded after merger eom
my thought is resolution to dcp will be somewhat complex as taking so long so may be re valuing many of properties and working with bankers and investment houses
also just happened to look hear. not in any e&p's for the near term. if they continue to follow trend of post 1985 uptrend in ^XOI and oil prices could start uptrend in nest little while (see post 189886 on investorvillage bry board-no cost to read and post there). OT Back on navb also look at their collaboration with Bind ( in nano and co founded by Robert Langer)
rl if you are willing to look at brli take a look at navb. do not use yahoo board but use investorvillage navb board for some ideas
attaching the accurin to the manocept backbone for macrophage targeting has exciting potential. go to investorsvillage and go to navb board for some informed discussion. can also use the bind message board. as an option. you do not have to be a paying member to read and post and can attache web references, etc.