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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Wallace Rivers who wrote (60322)1/25/2018 11:36:31 AM
From: FIFO_kid2  Respond to of 78740
 
RE: NWL I am finally a buyer here. The restructuring news is a big positive. It seemed to work very well with COTY and TEVA



To: Wallace Rivers who wrote (60322)1/26/2018 5:56:51 AM
From: Ditchdigger  Respond to of 78740
 
NWL was a technical trade for me that didn't work out, I didn't buy it as an "investment".
I'm really not interested in turn-around/major restructure plays(GE), nor companies involved in mergers. Seems to put an immediate cap on the stock price. Announce a merger and I'll sell on the news 9 times out of ten.

Been watching the price of ethane vs. nat gas and trying to get a better understanding of ethane "rejection".
With the higher ng price,these bouts of cold weather and the demand from all the new chemical plants coming online one would think ethane would move higher.
Not sure where the price differential is for rejection(leaving the ethane in the gas stream) . It's btu based.(ethane has a higher btu value and feedstock vlaue). Apparently the gas pipelines have limits on btu content allowed resulting in a max of ethane mix with methane that they can handle (5% ethane/1100 btu target?)
How does one play it?
Just thinking out loud.

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