Delek US Holdings, Inc. (DK)

[jugs]

Interesting for me, having read the article early this morning. It was then that I realized that every point discussed in the SA piece has been the subject of discussion right here on our board...from asphalt to other dropdowns to balance sheet repairs to refining to logistics strengthening to ledger rebalancing between parent and child relations as fits DK and its child. Really, I think we've covered it all. I think I'm a little surprised and perhaps slightly disappointed that we've been digesting these points on our own. And need I say we've been profiting beautifully, too?

And either I posted it here at IHUB or stated so in a private memo---but I'm seeing $35 easily before DK runs out of steam on this leg of its journey. And it's because of the momentum factor that I've chosen to not take gains off the table, realizing a gap up could be as much as $2, potentially leaving me out of the fun of continuing the ride as I'd hate to pony up for a bloated reentry price.

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