Company Overview and News

 
Delek US Holdings Looks Cheap, But Permian Pipelines And Crude Price Volatility Loom

2018-10-08 seekingalpha
The share price of merchant refiner Delek US Holdings has moved well below its summer highs over the last month as crude prices have risen.
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4
Thinking About Investing In Canadian Midstream, Eh?

2018-09-26 seekingalpha - 1
Over time, the US and Canadian energy markets have become more integrated. Energy trade and cross-border asset ownership are just some examples of this interconnectedness. Enbridge's (NYSE:ENB) simplification plan, which includes acquiring its sponsored MLPs Spectra Energy Partners (NYSE:SEP) and Enbridge Energy Partners (NYSE:EEP), is a company-level example of the overlap between US and Canadian midstream.
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1
Water In The (Mid)Stream: How Water Flows Generate Cash Flows

2018-09-19 seekingalpha
Your elementary science teacher probably taught you that oil and water don't mix, but when it comes to oil production, water plays an important role. In fact, water is both a necessity and a potential headache for oil and natural gas producers. Water is needed for hydraulic fracturing of wells, which involves pumping water, chemicals and sand into a well to open fractures to encourage production of hydrocarbons.
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Delek US Announces Settlement and Conversion of $150 million of Senior Notes

2018-09-18 globenewswire
BRENTWOOD, Tenn., Sept. 18, 2018 (GLOBE NEWSWIRE) -- Delek US Holdings, Inc. (NYSE: DK) (“Delek US”) announced today that it paid $150 million in cash for the principal amount and issued 2,692,218 shares of its common stock upon the conversion of the 3.00% convertible senior notes due 2018 (the “Notes”). The issuance of shares related to this conversion was offset by a hedge that was in place resulting in no dilution to Delek US from the Notes.
DK DKL ALJ

 
With The U.S. Exporting 20% Of Its Oil Production, What Midstream Companies Could Benefit?

2018-09-12 seekingalpha
The US is on track to become the world's largest oil producer based on 2019 production forecasts from the Energy Information Administration (EIA). Moreover, the International Energy Agency (IEA) forecasts that the US will account for more than half of the worldwide growth in oil production capacity over the next five years. As the US becomes the world's premier oil producer and the main driver of oil production growth, crude exports from the US are set to grow.
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Delek US Announces $100 million Share Repurchase Plan for Third Quarter 2018

2018-09-06 globenewswire
BRENTWOOD, Tenn., Sept. 06, 2018 (GLOBE NEWSWIRE) -- Delek US Holdings, Inc. (NYSE: DK) (“Delek US”) today announced it expects to complete a $100.0 million 10b5-1 repurchase plan of Delek US shares in the third quarter 2018 subject to 10b5-1 volume limitations. During the third quarter, approximately $30.0 million of shares were repurchased through the end of August 2018.
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16
Why Is Delek US Holdings (DK) Down 2.9% Since Last Earnings Report?

2018-09-06 zacks - 1
A month has gone by since the last earnings report for Delek US Holdings (DK - Free Report) . Shares have lost about 2.9% in that time frame, underperforming the S&P 500.
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MLP Summer Recap Video

2018-09-05 seekingalpha
Disclosure: © Alerian 2018. All rights reserved. This material is reproduced with the prior consent of Alerian. It is provided as general information only and should not be taken as investment advice. Employees of Alerian are prohibited from owning individual MLPs. For more information on Alerian and to see our full disclaimer, visit http://www.alerian.com/disclaimers.
ALDW ALJ

 
Delek (DK) Up 114% Over a Year on Permian-Levered Profile

2018-09-01 zacks
Delek US Holdings, Inc.’s (DK - Free Report) share price rally makes the stock an investor favorite. Shares of the company have rallied a whopping 114% over a year, outperforming its industry's growth of 51.4% and the Zacks S&P 500 Composite's rally of 18.6%.
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1
MLP Distribution Coverage: How And Why It's Changed

2018-08-29 seekingalpha
While we recap distribution growth quarterly (2Q18 recap), two quarters have passed since we last discussed distribution coverage (click here). In today's post, we show historical quarterly coverage ratios for current constituents of the Alerian MLP Infrastructure Index (AMZI) for 4Q16 and the three most recent quarters. While the data shows improvement for the group, there are some nuances in the changes to coverage ratios for certain constituents, including improvement following distribution cuts or improvement due to the pursuit of equity self-funding.
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3
Q2 '18 Recap And The Barbell Profile Of MLP Distribution Growth

2018-08-22 seekingalpha
For context, 2Q18 distributions refer to the distributions that will be paid in 3Q18 as a result of operational performance in 2Q18. The pie charts below reflect the Q/Q changes to distributions, comparing 2Q18 with 1Q18. For this exercise, we included Williams Partners (former ticker WPZ), which declared a distribution on July 23rd with a record date of August 3rd and was subsequently removed from both indices due to its merger with Williams Companies Inc.
BKEP AMID RMP EPD ALJ SEP ANDX HCLP AM GNE EQM WPZ WMB MMP PAA GEL MPLX VNOM PSXP TCP ALDW SHLX DM WES CVRR SPH GNE NS

8
Delek (DK) Q2 Earnings Jump, Helped by Refining Margin Surge

2018-08-09 zacks
Delek US Holdings, Inc. (DK - Free Report) reported second-quarter adjusted net income per share of $1.03, lagging the Zacks Consensus Estimate of $1.14. The underperformance stems from higher operating expenses.
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17
Bye, Bye, Bye (MLPs) Part 3: What's An Investor To Do?

2018-08-08 seekingalpha - 1
With all the recent transactions in the MLP space and consolidation of MLPs by their C-Corp parents, investors are understandably concerned about the implications for their MLP investments. Some investors are worried that MLPs face extinction, and others fear that they may be missing out if their energy infrastructure investment does not include corporations. But is there really reason for concern? In today's post, we wrap up our three-week series by breaking down what the changes in the MLP space mean for MLP investors and whether MLP investors should be worried based on their investment objective.
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Delek US Holdings Reports Second Quarter 2018 Results

2018-08-08 globenewswire
BRENTWOOD, Tenn., Aug. 07, 2018 (GLOBE NEWSWIRE) -- Delek US Holdings, Inc. (NYSE: DK) (“Delek US”) today announced financial results for its second quarter ended June 30, 2018. Delek US reported second quarter 2018 net income of $79.1 million, or $0.89 per diluted share, versus net loss of $(37.9) million, or $(0.61) per basic share, for the quarter ended June 30, 2017. On an adjusted basis, Delek US reported net income of $89.
DK DKL ALJ

 
Delek Logistics Partners, LP Reports Second Quarter 2018 Results

2018-08-08 globenewswire
BRENTWOOD, Tenn., Aug. 07, 2018 (GLOBE NEWSWIRE) -- Delek Logistics Partners, LP (NYSE: DKL) ("Delek Logistics") today announced its financial results for the second quarter 2018. For the three months ended June 30, 2018, Delek Logistics reported net income attributable to all partners of $25.6 million, or $0.79 per diluted common limited partner unit. This compares to net income attributable to all partners of $19.
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