Update following 3Q earnings (1year returns) and an updated investor presentation:
Delek 142%
VLO 32%
MPC 30%
PBF 25%
PSX 13%
4 replies (most recent on top)
@a1 You must not have heard: N@meeR is gone. Resigned.
These results spell out one thing: Elliott needs to pursue the management team.
Go-Go can present all the slide shows he wants and take investors and directors on guided tours of assets every day, but this rate of return says it all.
His strategy is not working and has never worked.
With their big investment in PSX, Elliott can't be happy.
What does strategy say about that? Still beating that synthetic return N@meEr and Mitch3ll?! If so, should we be content?