Delek Logistics Partners (DKL)

[jugs]

Volume has edged up, that's a good sign. But the downward pressure is not to be believed. We've seen these mounted efforts before, I'm recalling NGL. I think that particular campaign has now officially ended, happily.

I read through much of DKL's latest filing. The numbers are wonderful. I listened to Uzi's remarks during the CC, he's upbeat as could be. And this month dropdowns into DKL will be completed. Financial terms are stated clearly. Add everything up---plus the high yield, increasing distribution base, and I can't find anything not to like.