Hi all DLS is becoming good value at tees prices but I think I...

Hi all
DLS is becoming good value at tees prices but I think I will wait a little longer as I think like gold and iron ore the oversupply will take a while to rebalance and the sector is likely to be out of favour for a while . I do think though DLS is a great exposure for a medium term recovery .

My my only question is tang from memory BPT and DLS have signed oil linked gas contracts - this means with the fall in the oil price gas sales price may be a fair bit lower and I would imagine DLS free cash flow is likely to fall by half .
I like and have always liked DLS but I suspect there may be opportunities to entry in the low 80s over next few months