RE:New asset sale?RE asset sales: It is quite interesting: Usually there has been one asset sale corresponding with the quarterly earnings reports. RBC just recommended getting rid of their small Alaska Utility and one other small one. BUt Randy -CEO has argued that the MVP should not be monitized until it is close to or operating and with all the delays this may be into 2022 i'd guess. The biggest jump might be if they split into two companies so those wanting stable utilities get that and the others get the more variable midstream and exports. ALA would presumably continue to hold large chiunks of Midstream if it kept and split off the utilities. But if the stock price goes up without that major split Randy might just see it as a distraction. Really it makes life simpler for different kinds of investors but I think debt goes down anyway as retained earnings grow.
A split would though I think provide a nice jump but it takes time and focus away from just steady as she goes... Let's see how it goes. I think an announcement of getting below their debt target or a larger than expected diidend increase at year end would also bump things up.