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Delek US Holdings, Inc. Message Board

n3davis 2 posts  |  Last Activity: Apr 1, 2014 3:30 PM Member since: Mar 8, 2005
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  • The highest authority at GM is the Board of Directors who are installed by the stockholders. Since the US government and union were the large stockholders, why is the new Safety VP not worthy to sit on the Board as installed by the stockholders?
    A VP Safety is not acceptable, without any appropriate authority!

  • n3davis by n3davis Jan 16, 2014 2:45 PM Flag

    We lose our basic reason for choosing BTF, that is, BRKA/B at a over 20% discount with a 50% weighing in Warren's enterprises. The watered down allocation to BRKA/B could result is a even bigger discount to NAV.
    Wondered why MR. H and family have been focused on building up ownership/control of BIF ($255 mil market value) and negative on BTF ($363 mil). Very selfish and self serving MR. H to have been hiding your intentions. It's like Chrysler buying FMCO.
    INMHO the CEF discount could increase and losses grow. Look at primo CEF w/ minimal fees, like PEO & ADX which have large discounts.
    MR. H, you could lower the fees w/o throwing us under the bus, especially on your largest CEF.

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