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



TSX:CUS.DB.D - Post by User

Comment by Nawaralsaadion May 09, 2014 10:37am
456 Views
Post# 22543483

RE:Analyst Downgrades - Canexus

RE:Analyst Downgrades - CanexusThis is the last needed step in the expectations re-set as we hit the bottom of the doom cycle, and yet the stock can hardly weaken meaningfully from here. As stated yesterday, it won’t take much of an improvement to reverse perception from here, possible catalysts over the next 2/3 quarters:

- New CEO hiring
- Eventual 100% contracting at NATO.
- Finalizing construction
- Ramp up faster than lowered expectations
- Potential NATO M&A discussions
- Signs of improvement in chemical prices.
- Further weakness in the Canadian dollar
- Likely widening of heavy oil differentials due to increased mismatch between steady production growth and limited pipeline space.
      
Canexus issues are neither permanent nor insurmountable, those temporary challenges will be overcome and the tide will turn.   

Regards,
Nawar
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