Delek US Holdings, Inc. (DK)

[jugs]

Listening to the CC, I got Uzi's message loud and clear, logistics is where the big money is. Logistics, refinery expansion, and returning cash and/or cash value equivalents via share buybacks....these are central to management going forward.

ALDW drop-downs are going to DKL and there will be cash spent as needed to fulfill the promise seen and shared by management.

There could be no mistaking Uzi's sincerity and enormous commitment. And his ability to operate within the narrowest focus is amazing. He has all the numbers in his mind. Everything is perfectly organized.

Impressive to say the least.