Сигналы
2
Harris Kupperman
Основатель, Kupperman Group
Винрейт
100.0%
доходность
+45.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 мая
$249.26
+44.8%
Refiners are benefiting from a structural supply-demand imbalance. New refinery construction has stalled, existing capacity is running at high utilization, and crack spreads have surged. The market underestimates how tight the market is beyond geopolitical noise. Large PADD 3 refiners like Marathon and Valero trade at a fraction of replacement cost and are using elevated cash flows for buybacks, which will drive shareholder returns. This is a multi-year opportunity until new capacity is announced.
Нефть и газ
Лонг
06 мая
$239.75
+45.6%
Refiners are benefiting from a structural supply-demand imbalance. New refinery construction has stalled, existing capacity is running at high utilization, and crack spreads have surged. The market underestimates how tight the market is beyond geopolitical noise. Large PADD 3 refiners like Marathon and Valero trade at a fraction of replacement cost and are using elevated cash flows for buybacks, which will drive shareholder returns. This is a multi-year opportunity until new capacity is announced.
Нефть и газ
Показано 2 из 2 коллов · сортировка по упоминаниям
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У Harris Kupperman на Buzzberg отслеживается 2 торговых идей по 2 тикерам с мая 2026. Чаще всего покрывает: VLO, MPC.
