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Forsi's avatar

One issue I have with DK is that they never explain what the obstacle to unlocking value is. They are quite vague. We would need an activist investor to enter and stir things, don't you think so?

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Jake Olson's avatar

Shell and numerous other oil companies that had captive MLPs just bought them in over the last couple years. Why not just buy the remaining shares as the combined business would have a lower cost of capital and there no longer seems to be much demand for MLPs

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