RE:RE:There is one very conservative assumption in the S&P I actually agree with you and in light of the ACIi sale they may choose to give that signal. But if directors want to be extra cautious they may wait until later or even late in 2020 to announce a div increase. If there assessment of FFO is correct at the 900 level vs the 700 that seems to be S&P's calculation they may go for it. But they may also be uncertain around the rate base increases they intend to apply for and want a bigger financial cushion in case. I do like Fitch's assumption however that RIPET will move to 40,000 bbls per day.
I wonder what advice they are getting from the pension funds and large rinvestors.
I think some of the CEOs compensation is based on share price so perhaps a dividend is in the cards which would help bring back the retail market. It now depends on psychology of the board and pressure from large funds - Agrree also with Tradetoretire - cut the DRIP and give us the increase - I will if you make me CEO.. GLLs