Editor’s note: Seeking Alpha is proud to welcome Long Term Capital as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Frank Rothe/The Image Bank via Getty Images Delek…
DigiClicks Red Flag Delek Logistics Partners, LP (NYSE:DKL) appears, at first blush, to be an attractive investment opportunity. The U.S. oil and gas energy industry is flourishing. Concomitantly, the Delek share price is down YTD and over the last 12 months. In our opinion, management is not reinvesting enough money in expansion for growth; they…
champpixs Delek Logistics Partners, LP (NYSE:DKL) is in a period of transformation that includes recent integration of a large acquisition and a change in the business segments. The company also continues to report beneficial quarterly reports, including stable distributable FCFs and investments in third party opportunities. I do see risks from the total amount of…
Rangsarit Chaiyakun Thesis Delek US Holdings’ (NYSE:DK) Q2 earnings report paints a multifaceted picture of a company grappling with operational challenges while showing strength in specific sectors. With a total throughput of 295,000 barrels per day, and adjusted EBITDA of $201 million, the company has demonstrated some positive signs such as a resurgence in demand…
Delek US Holdings, Inc. (NYSE:DK) Q2 2023 Earnings Conference Call August 7, 2023 11:00 AM ET Company Participants Rosy Zuklic – VP, IR Avigal Soreq – President and CEO Joseph Israel – EVP, Operations Mark Hobbs – EVP, Corporate Development Reuven Spiegel – EVP and CFO Conference Call Participants Manav Gupta – UBS Matthew Blair…