Alon USA Energy, Inc. (NYSE:ALJ)

CAPS Rating: 2 out of 5

The Company and its subsidiaries engage in the business of refining and marketing of petroleum products, in the South Central, Southwestern and Western regions of the United States.

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Member Avatar MOTV8 (< 20) Submitted: 5/10/2011 12:27:47 AM : Outperform Start Price: $12.81 ALJ Score: -14.64

Crack spread!

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Member Avatar TripleTheMarket (36.64) Submitted: 3/31/2011 11:04:00 PM : Outperform Start Price: $13.24 ALJ Score: -20.79

An object in motion tends to stay in motion.

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Member Avatar JSM1213 (24.06) Submitted: 3/27/2011 3:32:49 AM : Outperform Start Price: $11.90 ALJ Score: -9.40

Great play on the energy sector

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Member Avatar irvirv2 (98.61) Submitted: 2/4/2011 4:08:31 PM : Outperform Start Price: $8.35 ALJ Score: +46.75

Trading at low multiple to both sales and book value. That with oil looking positive makes for a good combo.

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Member Avatar Ooker (58.43) Submitted: 12/27/2010 12:03:06 PM : Outperform Start Price: $5.72 ALJ Score: +126.76

Oil coming back up, $3 gasoline improves refiner margins.

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Member Avatar neverabear (72.42) Submitted: 12/5/2009 9:21:28 PM : Outperform Start Price: $6.65 ALJ Score: +68.80

Excellent energy play.

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Member Avatar capitanKaboom (74.71) Submitted: 11/17/2009 2:45:20 PM : Underperform Start Price: $6.59 ALJ Score: -70.82

screen % ab 52wklow

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Member Avatar tthwebster (21.97) Submitted: 10/30/2009 8:36:43 PM : Outperform Start Price: $7.68 ALJ Score: +25.97

I say cheaper oil through end of year course... whadaIno

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Member Avatar gmxFuzzyKittens (25.93) Submitted: 6/3/2009 1:06:57 PM : Outperform Start Price: $11.27 ALJ Score: -62.67

This company has terrible assets and will be among the first wave of refiners to merge/go bankrupt when the next refining crunch hits. That said, some idiots will come along and pop this thing up. Only one paw mildly up--I wouldn't buy this for even the nasty tomcat across the street.

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Member Avatar teddabar (< 20) Submitted: 3/12/2009 7:35:43 PM : Outperform Start Price: $11.53 ALJ Score: -113.17

oil is liquid gold

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Member Avatar leohaas (35.73) Submitted: 3/11/2009 12:04:03 PM : Outperform Start Price: $10.96 ALJ Score: -116.48

Gaming the system again; harvesting a score of +10.66, while lowering my cost basis from $12.25 to just under $12.

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Member Avatar Zboots (78.03) Submitted: 9/24/2008 7:51:32 PM : Outperform Start Price: $13.83 ALJ Score: -46.23

I watched and waited and watched and waited - pretty soon I *coulda* made a double....

ALJ will have a rocky, turbulent climb but climb it will and I can't decide if I should load up or add more to CHK at this time.

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Member Avatar mikebrown81435 (< 20) Submitted: 9/16/2008 9:59:01 PM : Underperform Start Price: $13.28 ALJ Score: +42.19

It looks like ALJ has had negative gross margin for 4Q07, 1Q08, and 2Q08. This is including the original Big Spring refinery as well as the California refineries. The Big Spring refinery was in full operation during 4Q07 and for 1/2 of 1Q08. I don't believe any of their peers had negative gross margin during these periods.

The California refineries apparently do not make money and will have difficulty doing so unless ALJ installs significant additional refinery equipment several years from now.

When they say they have positive asphalt margins, it looks like that is over and above an internal transfer price and that it is really a loss compared to the price they pay for the crude input.

The Krotz Springs refinery cannot meet the specifications for on road diesel and again significant additional refinery equipment would have to be installed over the next few years to enable it to make on road diesel fuel that meets the current U.S. specs.

ALJ has taken on significant debt in the last year at relatively high (junk bond type) rates.

It looks like ALJ will have to incur significant new debt over the next few years at a time when the capital and debt markets have been strained.

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Member Avatar eberline (< 20) Submitted: 9/7/2008 12:05:49 PM : Outperform Start Price: $11.31 ALJ Score: -11.03

Profit are starting to roll in.

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Member Avatar jatava (74.03) Submitted: 8/12/2008 7:25:23 PM : Outperform Start Price: $8.86 ALJ Score: +28.05

10.000

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Member Avatar alexxlea (58.63) Submitted: 7/30/2008 3:57:42 PM : Outperform Start Price: $7.87 ALJ Score: +50.35

Seems to be a marathon runner.

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Member Avatar blastman911 (< 20) Submitted: 7/8/2008 11:55:44 PM : Outperform Start Price: $9.86 ALJ Score: +8.82

With oil leveling off, it should be time for Alon USA to shine.

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Member Avatar JTHokie (56.14) Submitted: 6/23/2008 11:03:09 AM : Outperform Start Price: $11.36 ALJ Score: -7.49

Has been beaten up, but will bounce back after the oil speculation dies down.

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Member Avatar Liudvikas (30.53) Submitted: 6/18/2008 11:48:00 AM : Outperform Start Price: $12.39 ALJ Score: -16.13

refinery value pick

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Member Avatar Kannamma (76.95) Submitted: 6/2/2008 2:56:07 PM : Outperform Start Price: $15.14 ALJ Score: -35.69

It's bottomed out. Should be an upside from here

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