Its official - RFS2 is 1.15 billion gallons of biodiesel for 2010 alone. 1 billion gallons per year
thereafter. Animal fats and waste greases HAVE to
get bid up to alomst parity with bean oil. On top
of that, the whole complex has to go up from... Business & Finance > Investments > Stocks (A to Z) > Stocks D > Darling International Inc (DAR)
The writedowns for Aruba & Del City are going to make already dismal earnings even worse.
Remember, management indicated that they are likely
to have even a worse quarter than Q3 AND you put the
writedowns on top of... Business & Finance > Investments > Stocks (A to Z) > Stocks V > Valero Energy Corp. (VLO)
To be clear about biodiesel... The RFS (Renewable Fuels Standard) requires a minimum
of 1 Billion gallons of biodiesel to be used every
year. The RFS rules have yet to come out for 2010.
They should be... Business & Finance > Investments > Stocks (A to Z) > Stocks D > Darling International Inc (DAR)
soybean oil is already up to 40 cents per pound. Waste grease and animal fats typically trade
8 - 10 cents per pound below bean oil. That means
that Draling is selling their stuff for around 30
cents per pound or 660... Business & Finance > Investments > Stocks (A to Z) > Stocks D > Darling International Inc (DAR)
what is greehey going to do with all of the loot from the share float? My guess is that
they buy Paulsboro from Valero. Paulsboro makes alot
of lubes and asphalt. Where is the NuStar asphalt
plant that they bought from Citgo... Business & Finance > Investments > Stocks (A to Z) > Stocks N > NuStar Energy L.P. (NS)
Investors do realize... that the Renewable Fuels Standard of the EPA will require
at least 1 billion gallons a year of renewable diesel
until 2025. That means that the feedstock for those
fuels will get bid up... Business & Finance > Investments > Stocks (A to Z) > Stocks D > Darling International Inc (DAR)
Re: 3Q 10-Q Thoughts Part 1 Agree with what you say. I believe that Cheniere Marketing
will make their required payments to CQP because they
get back more in dividend payments than they pay in.
CQP is... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Cheniere Energy Partners LP. (CQP)
Re: 2Q 10-Q Thoughts They don't need Net Income to be greater than their
distribution because CQP is an MLP. They can keep
paying a high dividend with lower net income. It is
the tax effect of being an MLP. Business & Finance > Investments > Stocks (A to Z) > Stocks C > Cheniere Energy Partners LP. (CQP)
I switched over to CQP it has a 14% yield and will fo to 20 +, buy some while
you can... valley Business & Finance > Investments > Stocks (A to Z) > Stocks L > Linn Energy, LLC (LINE)
If you believe thie dividend is safe... then why can't the stock get bid up to $22? Please
look at the yields of other MLP's. Nustar (NS)
- 7.7% Enterprise (EPD) - 7.4% Kinder Morgan (KMP)
- 7.6% I know CQP has a lot of hair on it as a company,
but the... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Cheniere Energy Partners LP. (CQP)
New to this board - this company have a shot at making it big or what? they should be using
their terminals as storage and collecting contango
- easy beasy money. what do others think? too much
debt... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Cheniere Energy, Inc. (LNG)
