HollyFrontier - Shale oil refiner nun mit dem "grünen Dino"(?)

[faultcode]

weiter geht's übrigens hier als HF Sinclair: https://www.wallstreet-online.de/diskussion/1362507-1-10/hf-…

============ ENDE ============

[faultcode]

Antwort auf Beitrag Nr.: 71.530.617 von faultcode am 09.05.22 21:38:17

<auch hier eine Teilgewinn-Mitnahme -- nun als $DINO>

[faultcode]

Q1:
9.5.
HF Sinclair Corporation Reports Quarterly Results and Announces Increased Regular Cash Dividend
https://finance.yahoo.com/news/hf-sinclair-corporation-repor…
...
• Reported net income attributable to HF Sinclair stockholders of $160.0 million, or $0.90 per diluted share, and adjusted net income of $175.6 million, or $0.99 per diluted share, for the first quarter
• Reported EBITDA of $359.8 million and Adjusted EBITDA of $376.7 million for the first quarter
• Announced reinstatement and increase of regular quarterly dividend to $0.40 per share
• Closed the acquisition of the Sinclair companies and established new parent company, HF Sinclair Corporation
• Commenced production of renewable diesel at the Cheyenne, Wyoming renewable diesel facility and commenced operations at the Artesia, New Mexico pre-treatment unit
...


HF Sinclair’s CEO, Michael Jennings, commented, "...As we head into summer driving season, refining fundamentals are very favorable due to strong gasoline and diesel demand, coupled with low product inventories.
We remain fully committed to our capital allocation strategy of returning $1 billion in cash to shareholders over the next twelve months."
...

=> 52W-Hoch (in einem sehr roten Markt):

[faultcode]

14.3.
HollyFrontier and Holly Energy Partners Announce Completion of Transactions with The Sinclair Companies and Establishment of New Parent Company, HF Sinclair Corporation
https://www.wallstreet-online.de/nachricht/15179784-hollyfro…


--> $DINO

CUSIP = 403949100
ISIN = ?

[faultcode]

Q4:
https://www.wallstreet-online.de/nachricht/15088357-hollyfro…
...
HollyFrontier’s CEO, Michael Jennings, commented, “Despite heavy planned and unplanned refining maintenance and weather-related downtime in the fourth quarter, HollyFrontier delivered solid financial results in 2021, highlighted by record earnings in our Lubricants and Specialties business and the closing of our acquisition of the Puget Sound Refinery.

Looking forward to 2022, we remain constructive on the macro environment and are focused on the execution of our strategic initiatives: the successful completion and start-up of our renewables business, closing on our acquisition of Sinclair and accelerating returns of capital to our shareholders.”
...

=> zurück auf Los: -9.5%

[Srtmtim]

In Yahoo Finance hoffen einige auf eine baldige Wiederaufnahme der Dividendenzahlung - waren bei meinem EK zuletzt 3,7% NACH Spesen und Steuern

[faultcode]

Antwort auf Beitrag Nr.: 69.004.697 von faultcode am 09.08.21 23:42:21

auch die bei Sellside-Analysten eher nicht so geschätzte HFC (*) auf dem Weg nach oben:



(*) nur 3.99% Upside zum Price Target: https://www.marketbeat.com/stocks/NYSE/HFC/price-target/

[faultcode]

12.8.
...
At HollyFrontier, a filing with the SEC revealed that on Tuesday, Director Michael E. Rose bought 13,500 shares of HFC, at a cost of $28.92 each, for a total investment of $390,420. So far Rose is in the green, up about 6.0% on their purchase based on today's trading high of $30.66. HollyFrontier is trading up about 0.7% on the day Thursday. This purchase marks the first one filed by Rose in the past year.
...
https://www.nasdaq.com/articles/thursday-8-12-insider-buying…

[faultcode]

Antwort auf Beitrag Nr.: 69.004.652 von faultcode am 09.08.21 23:30:31

daher wundert es mich auch nicht, daß seit der Ankündigung die Börse den Merger quasi als Non-event wahrnimmt (obwohl ich dem Plan sehr aufgeschlossen gegenüberstehe):



Benchmark = $CRAK = VanEck Vectors Oil Refiners ETF

[faultcode]

Antwort auf Beitrag Nr.: 69.004.574 von faultcode am 09.08.21 23:19:19

ein Fragezeichen ist mMn derzeit noch angebracht, siehe die Tankstellen-Diskussion bei Marathon Petroleum Corp., auch wenn da die Diskussion genau anders herum läuft (Verkauf). Ist also womöglich kartellrechtlich, so wie derzeit angedacht, heikel.

Ansonsten praktisch nur der "blaue Himmel":

• bei Sinclair Oil verkaufen die Erben/Familie und werden so maßgebliche Aktionäre bei der größeren HF Sinclair Corporation als Plan
• Management soll beim alten der HollyFrontier verbleiben


3.8.
HollyFrontier Corporation and Holly Energy Partners Announce Combination with Sinclair Oil and Formation of HF Sinclair Corporation
https://www.businesswire.com/news/home/20210803005322/en/Hol…
...

...
The transactions have been unanimously approved by both HollyFrontier’s and HEP’s Board of Directors and are expected to close in mid-2022, subject to customary closing conditions and regulatory clearance, including the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. In addition, the HFC transaction and the HEP transaction are cross-conditioned on each other.
...
Any differences could be caused by a number of factors including, but not limited to...
(ii) the satisfaction or waiver of the conditions precedent to the proposed Sinclair Transactions, including, without limitation, the receipt of the HollyFrontier stockholder approval for the issuance of HF Sinclair common stock at closing and regulatory approvals (including clearance by antitrust authorities necessary to complete the Sinclair Transactions) on the terms and timeline desired,
...