- Delek US Holdings is locked in a battle with CVR Energy as CVR Energy encourages it to divest assets and buy back shares.
- Delek US Holdings argues this isn't in shareholders' long-term interests. We believe CVR Energy is in the wrong here.
- Delek US Holdings has seen consistent growth and has strong potential in a normal market environment. In 2020, its cash flow suffered.
- We cautiously recommend investing given the company's potential and ability to generate substantial shareholder rewards along with its DKL assets.
For further details see:
CVR Energy Is In The Wrong With Battle Against Delek US Holdings