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AltaGas Ltd T.ALA

Alternate Symbol(s):  ATGFF | T.ALA.PR.A | ATGPF | T.ALA.PR.B | T.ALA.PR.G | ATGAF

AltaGas Ltd. is a Canada-based energy infrastructure company that connects natural gas and natural gas liquids (NGLs) to domestic and global markets. The Company’s segments include Utilities and Midstream. Its Utilities segment owns and operates franchised, rate-regulated natural gas distribution and storage utilities, which includes four utilities that operate across five United States jurisdictions. It Utilities segment also includes storage facilities and contracts for interstate natural gas transportation and storage services, as well as the affiliated retail energy marketing business. Its Midstream segment includes global exports, which includes its two LPG export terminals; natural gas gathering and extraction, and fractionation and liquids handling. Its Midstream segment also consists of natural gas and NGL marketing business, domestic logistics, trucking and rail terminals, and liquid storage capability. Its subsidiaries include Wrangler 1 LLC, WGL Holdings, Inc. and others.


TSX:ALA - Post by User

Bullboard Posts
Post by Johnwith30yearson Mar 02, 2019 4:57pm
186 Views
Post# 29433795

I have spent the AM analyzing future SP and guess what

I have spent the AM analyzing future SP and guess whatMY old price was set at  $24 by Jan 2021 for the reasons I have previously described.  I do not agree that one can not make a fair estimate of future prices but one needs to know what the peers are doing, where interest rates are heading, the overall market sentiment and the likely behavior of the company being analysed.  No one can forsee catastrphic events but overall I assume a few things in my analysis:  1.  The numbe rof sahres will rise to about 280 million - some writing on this board have said 223 others 270 but at the end of the quarter the number was already 275 million.   Book value was about 21.    Peers are trading now at  1.41 to 1.67 with a few higher and lower and I assume looking at the reports and listening to an articulate CEO that the company will sell assets and will earn what they suggest and that confidence will return in the company.  That moves my target up to between 29.61 and 35.07 by 2021 and it is likely that the dividend will be reset higher by then as well given free cash flow.

So fo rthos eof you convinced there will be a techical short term pull back  - be careful  You should at the very least hold a core position and trade with partial positions only.

At this low price you will see numerous upward revisions I think after the next ER and after the first asset sale announcement.   Analysts have the luxury of just changing their numbers after the ER... but the smart investor is in long before that.   

I dio believe that soime shorts will try to driv ethe stock down but if it does dip I would definitely be a long time buyer.  GL  
Bullboard Posts