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Strategies & Market Trends : Value Investing
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To: 56Chevy who wrote (55547)6/27/2015 8:47:35 AM
From: Spekulatius  Read Replies (1) of 78747
 
BDCO looks very cheap. My first question would be - how can the strong earnings last? 15k brl throughput is a very small refinery where large ones are 20x the size and this is a business where unit cost should fall with size. It seems that they are located well, but still. Worth looking into as they also have storage and pipeline assets.
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