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CANEXUS CORP 6.5 PCT DEBS T.CUS.DB.D



TSX:CUS.DB.D - Post by User

Post by hawk35on Feb 06, 2014 10:00pm
425 Views
Post# 22182242

TD Waterhouse Recommendation

TD Waterhouse Recommendation
Here is what TDW concludes about CUS:

TD Investment Conclusion
We view Canexus as one of the companies in Canada with the highest exposure to crude-by-rail. Although wewould describe the execution of the NATO expansion as disappointing so far, we do not expect additional cost overruns or material delays in its commissioning. We
ultimately expect that Canexus will be successful in securing additional unit trai
n contracts and that the facility will be well utilized. In addition, the outlook for the
company’s chemicals business has recently improved because of an unexpected increase in caustic soda pricesas well as the tailwinds associatedwith a weaker Canadian dollar. We
recommend that investors should BUYanexu
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