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Earnings Call Summary | Delek Logistics Partners LP(DKL.US) Q2 2024 Earnings Conference

Earnings Call Summary | Delek Logistics Partners LP(DKL.US) Q2 2024 Earnings Conference

業績會總結 | delek logistics partners lp(DKL.US) 2024年第二季度業績會
moomoo AI ·  08/06 18:12  · 電話會議

The following is a summary of the Delek Logistics Partners, LP Common Units (DKL) Q2 2024 Earnings Call Transcript:

以下是Delek Logistics Partners, LP Common Units (DKL) 2024Q2業績會議內容摘要:

Financial Performance:

金融業績:

  • Delek Logistics reported an adjusted EBITDA of $102.4 million for Q2 2024, an increase from $92.8 million in Q2 2023.

  • Distributable cash flow was reported at $68 million and the coverage ratio at 1.32 times.

  • Segment earnings: Gathering and Processing contributed $54.7 million, Wholesale Marketing and Terminalling provided $30.2 million, and Storage and Transportation accounted for $16.8 million in the EBITDA.

  • Delek Logistics報告2024Q2調整後的EBITDA爲10240萬美元,較2023Q2的9280萬美元有所增加。

  • Distributable cash flow爲6800萬美元,覆蓋比率爲1.32倍。

  • 分部業績:Gathering and Processing貢獻5470萬美元,Wholesale Marketing和Terminalling貢獻了3020萬美元,Storage and Transportation在EBITDA中佔了1680萬美元。

Business Progress:

業務進展:

  • Announced an extended contract with DK for the W2W pipeline up to seven years.

  • Acquisition of H2O Midstream for $230 million, enhancing midstream service capabilities in the Permian Basin.

  • Introduced a new gas processing plant projected to complete in H1 2025 with estimated cash on cash returns of over 20%.

  • Quarterly distribution to unitholders increased to $1.09 per unit.

  • 與Dk宣佈W2W管道的延長合同,期限爲七年。

  • 收購H2O中游公司,投資23000萬美元,提升了Permian盆地的中游服務能力。

  • 引入一座新的氣體加工廠,預計在2025年上半年完工,預期現金回報率超過20%。

  • 單位持有人的季度分配已提高至每單位1.09美元。

Opportunities:

機會:

  • Enhanced position in the Permian Basin with acquisitions and infrastructure investments.

  • Expanding the customer base and operational efficiency through the full suite of midstream services after the H2O Midstream acquisition.

  • New gas processing plant expected to meet rising needs in the region, synergistic with existing operations.

  • 通過收購和基礎設施投資,增強了Permian盆地的市場地位。

  • 在收購H2O中游公司後,通過完整的中游服務組合來擴大客戶群和提高運營效率。

  • 新的氣體加工廠有望滿足該地區不斷增長的需求,與現有業務協同。

Risks:

風險:

  • Dependence on the successful integration and performance of newly acquired assets including H2O Midstream.

  • Potential risks associated with the expanded contract terms and investments in infrastructure.

  • 取決於新收購資產(包括H2O中游公司)的成功整合和表現。

  • 擴大合同期限和基礎設施投資可能存在潛在風險。

More details: Delek Logistics Partners LP IR

更多細節: Delek Logistics Partners LP IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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